SBA Operations Coordinator at Bank of Tampa

Tampa, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

22 Apr, 26

Salary

0.0

Posted On

22 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Documentation, Regulatory Compliance, Loan Processing, SBA Lending, Interpersonal Communication, Problem Solving, Teamwork, Attention to Detail, Initiative, Relationship Building, Organizational Skills, Microsoft Office, Credit Analysis, Closing Coordination, Legal Compliance

Industry

Banking

Description

Position Overview The goal of the SBA Operations Coordinator is to be responsible for working in conjunction with the SBA Director and supporting Commercial Relationship Managers with the approval, processing, closing, post-closing, and servicing of SBA loans. Facilitates all closing activities, understands documentation requirements, and ensures adherence to regulatory compliance. Establishes relevant files in accordance with U.S. Small Business Administration and The Bank of Tampa standards including application, credit, collateral, etc. Primary Duties and Responsibilities * Consistently delivers outstanding client service with a friendly, can-do attitude, and willingness to help at all times. * Acts as a cultural ambassador to internal and external clients, providing a professional, exceptional, and supportive experience with each interaction. * Works with department manager, closing attorneys, commercial relationship managers, credit department, and borrower to collect, review, and approve closing checklist items including organizational documents, insurance, licenses, etc. * Prepares a closing checklist for the Borrower and work closely with the Borrower to assist in the collection of closing items. * Thoroughly reviews and makes recommendations to attorney prepared documents prior to closing to ensure documentation concurs and is in compliance with Bank’s loan approval and SBA Authorization. Engages closing attorney and works with attorney to ensure proper searches are performed and necessary loan documents, affidavits, and title insurance are prepared to protect Bank’s interest. * Reads and comprehends the LPS / Credit Memo. Review LPS / Credit Memo for consistency with the current SBA SOP and specific language requirements. * Interfaces with SBA on submission and processing of files and responding to screen out letters. Prepares and submits modification requests to SBA. * Works with all areas of bank to ensure loans are processed and closed in accordance with bank policies. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Minimum Qualifications * 3 years of banking experience in loan processing, closing, and/or lending. * Computer and typing skills with knowledge of Microsoft Office suite products. * 4- Year Undergraduate Degree (e.g., BS or BA) preferably with a business or finance focus or equivalent combination of education and experience. Preferred Qualifications * 3 years of experience with SBA lending or equivalent lending experience preferred. * Comprehensive understanding of SBA SOPs. * Self-motivated with action and results delivery orientation; demonstrated initiative and accountability by willingness to assume additional duties other than assigned. * Consults, facilitates and builds relationships in order to foster partnership, collaboration & teamwork across all levels of the organization * Works independently and with others to identify issues and develop solutions. * Demonstrates strong interpersonal and written/ verbal communication (listening, confidence, professionalism, persuasion) with individuals across all levels of the organization Our Way Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work Make a meaningful difference in our community through our service and financial support Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and to maintain open and forthright communication with our regulators Benefits You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefits. As a highlight: * Eligibility for health, dental, vision, life and disability insurance coverages * Retirement Plan - 401k with matching * ESOP- Employee Stock Ownership Plan * Time away from work – vacation time, sick time and holidays * Paid parental leave * Tuition Assistance * Professional development opportunities

Responsibilities

The SBA Operations Coordinator is responsible for supporting the SBA Director and Commercial Relationship Managers in the approval, processing, closing, and servicing of SBA loans. This includes ensuring compliance with documentation requirements and facilitating all closing activities.