- Work closely to support and provide operational support to the SBA Secondary Markets Team
- Identify and collect documentation in support of, and as specified, for loans and pools
- Review and analyze supporting documents (SBA/USDA forms, loan notes, loan approvals, third-party reports, financial statements, etc.) needed to process and settle SBA/USDA loans and pools
- Tracking SBA/USDA loan positions, settlement dates/processes, and pool assembly processes - working closely with the SBA Secondary Markets Team to maintain accuracy
- Responsible for staying apprised of changes to the SBA SOP to ensure compliance
- Maintain currency in loan processing policies and procedures, SBA & Lender policies, SBA Underwriting guidelines and regulations, and laws and regulations that govern commercial lending
- Maintain an understanding of team expectations and company policies
- Establish and maintain effective working relationships
- Demonstrate compliance with all firm and agency regulations that apply to your position and keep up to date on regulation changes
- Communicate effectively, both orally and in writing
- Work independently, and with a team to achieve desired outcomes
- Establish and maintain effective working relationships
- Make pragmatic decisions and act with clients' best interests in mind
- This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary
- Familiarity with SBA loan, pool and secondary market documents is preferred, but not required
- Strong critical thinking and analytical skills with high attention to detail
- Effective communication skills - oral and written, with an emphasis on customer service
- Proficiency in Microsoft Office 365 applications
- Ability to take direction, work both independently and within a team environment
- Adaptable to change in a highly regulated industry
- Experience in SBA/USDA secondary market loan settlements and/or loan closing, with a broker-dealer or originating lender is preferred, but not required
- Bachelor's degree in business, finance, or related field or equivalent work experience
- Series 99, or equivalent (or ability to obtain within 2 months of employment)
- Onsite 5 days a week
- Dynamic, time-sensitive environment
- Regular fixed schedule, with occasional, but rare, travel and after-market-hours work
- Climate-controlled office environment
- Minimal physical requirements other than the occasional light lifting of boxed materials
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SBA Operations Specialist - Birmingham, United States - StoneX Group Inc.
Description
OverviewConnecting clients to markets - and talent to opportunity
With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we're a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets - focusing on innovation, human connection, and providing world-class products and services to all types of investors.
Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, The StoneX Group is made up of four segments that offer endless potential for progression and growth.
Engage in a deep variety of business-critical activities that keep our company running efficiently.
From strategic marketing and financial management to human resources and operational oversight, you'll have the opportunity to optimize processes and implement game-changing policies.
Position Purpose:
A Small Business Administration Operations Specialist will process approved SBA 7(a), USDA, and other government-guaranteed loans as they relate to SBA/USDA secondary markets.
You will work with originating lenders, operations, government agencies including the SBA, USDA, Fiscal Transfer Agent, Clearing and Custodial agents.
You will collect, review, and process documentation and ensure proper documentation of loans as specified and approved by government guarantee program requirements.
ResponsibilitiesPrimary duties will include:
To land this role you will need:
What makes you stand out:
Education / Certification Requirements:
Working environment:
Subject to business performance and recommendations of management, this role may be eligible to participate in an incentive compensation plan.
This compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the position, is offered.
