SBA & USDA Closing Specialist - MUST KNOW ETRAN - Gpac
Tampa, FL
About the Job
THIS IS AN ONSITE ONLY ROLE
SBA & USDA Closing Specialist is responsible for handling all aspects of SBA 7a/504/Express and USDA/OneRD loan closings and pre-closing reviews, post-closing review and uploading to Banking systems and loan processing systems.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Submit, manage and maintain loan package into bank systems (nCino, ETRAN). This duty is performed daily.
- Upload SBA loans into CAFS/ETRAN to obtain SBA Authorization/Approval SBA Loan Number (monitor for 90 day expiration of SBA AUTH, cancel expired or withdrawn SBA Authorizations). This duty is performed weekly.
- Pre-closing package review (include loan officer), loans above $2 million require submission to the CLOSING/LOAN DOC REVIEW Dept prior to closing. This duty is performed monthly.
- Prepares closing checklist for borrower to prepare for closing. This duty is performed monthly.
- Order appraisals, surveys, environmental, title reports and verify rate changes. This duty is performed daily.
- Submit vendor invoices to Accounting (Accounts Payable). This duty is performed weekly.
- Engage Attorney and Title Agents for loan closings. This duty is performed weekly.
- Prepare internal reports and respond to internal inquiries regarding loan documentation. This duty is performed weekly.
- Submit vendor packages to vendor relations to add "approved" vendors (attorneys, appraisers, title agents, environmental consultants, business valuations). This duty is performed monthly.
- Review the Application/forms/Packaging Checklist in bank systems to ensure all forms are correct and in the DocMan/Placeholder. This duty is performed weekly.
- Review DocMan (nCino) to ensure that all of the SBA Application/forms and supporting documents were uploaded, review date on form and request updated forms if expired (120 days). This duty is performed monthly.
EDUCATION AND EXPERIENCE
Broad knowledge of such fields as accounting, marketing, business administration, finance, etc.
Equivalent to a four year college degree, plus 5 years related experience and/or training, and 5 years related management experience,
or equivalent combination of education and experience.
MUST KNOW ETRAN and nCINCO
For additional information on this opportunity contact Josh Smith directly at 386-267-2039. Resumes may be confidentially sent to josh.smith@gogpac.com
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.