Closing Specialist - Austin, United States - SmartBiz

SmartBiz Austin, United States

3 weeks ago

Description

Committed to DEI&B - Mogul Diversity Badge, 2022

Great Place to Work Certified, August August 2023 USA

Overview

SmartBiz is on a mission to transform small business banking. SmartBiz is the leading technology-powered small business financing platform equipping entrepreneurs with access to the right capital at the right time. To date, we've connected borrowers with more than $9 billion in funding while increasing efficiency for our network of banks and trusted lending partners. More than 230,000 entrepreneurs have utilized our platform to access the funding they need to grow, with 60%+ of loans made to minority, women, or veteran-owned businesses.

Position Overview:

The Closing Specialist reports directly to the Closing Department Manager. The primary duties are ensuring all required documents are present and accurately completed before the loan enters the closing process. Responsible for validating the accuracy and completeness data across key documentation and the loan application and "approving and committing" documents in the Closing Guidelines and Procedures. This position is responsible for reviewing documentation including but not limited to, entity/business documentation, guarantor documentation, location documentation, insurance documentation, use of proceeds documentation, financial documentation, UCC search, SBA Form 1919 and Credit Memo. Ensure the loan is properly packaged and within the guidelines of the SBA and the Bank's Packaging Guidelines and Policies. Facilitate clear communication between the loan closing department and other relevant departments to address any outstanding issues promptly. Stay updated on regulatory requirements and compliance standards to ensure adherence throughout the loan closing process.

The ideal candidate is detail oriented, organized, and is able to work in a high volume role, in addition to the flexibility of working in multiple softwares and systems. As part of the Closing team, you will deliver strong results against success KPIs.

How You Will Make An Impact:

Preform key loan processing and closing actions at scale and speed while maintaining a high level of attention to detail
Review and approve loans prior to closing to ensure they meet all requirements of the SBA 7(a) and the Bank's packaging guidelines

Deliverables You Will Be Measured On:

Ensure all items from the pre-closer checklist are reviewed and accurate
Ensure clean files with no errors, as performed by both internal and external reviewers
Prepare and communicate a list of closing needs and requirements for the Relationship Manager to resolve with the borrower, including applicable forms
Quickly with accuracy, respond to internal requests within defined timeframes

What We Are Looking For:

2+ years experience as a bank Loan Processor or Closing Specialist
Detail-oriented and highly organized
Basic SBA knowledge and experience preferred, ideally in SBA 7a
Comfortable working with Macs, and familiar with Salesforce
Ability to multitask and prioritize in a fast-paced environment
Results-oriented and comfortable tracking and being measured against KPIs
Passion for small business lending
You want to be a part of building something special
Strong Communicator

Opportunities & Benefits We Will Provide:

Help redefine small business banking
Competitive salary and equity in a fast-growing start-up
100% paid medical, dental, and vision benefits for employees and their domestic partners and dependents
100% paid life and disability insurance
Flexible vacation policy
401k plan

More About SmartBiz:

60% + of the loans funded by our banks are for women-owned, minority, or veteran businesses
Great Place to Work Certified, August September 2024 USA
Committed to DEI&B - Mogul Diversity Badge, 2022
2021 Top Small Business Lending Platform Award by LendIt Fintech
American Banker's Best Places to Work in Financial Technology in 2017, 2020, 2021, 2022, and 2023
Rated "excellent" by TrustPilot review website
The company has raised $47 million in venture funding. Investors include Venrock, Investor Growth Capital, and First Round Capital.

SmartBiz Loans is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law.

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