- Obtains required documentation and processes all small business loan packages.
- Ensures compliance with banking rules and regulations.
- Inputs loan data into settlement and SBA systems for setup and activation.
- Coordinates settlements with customers for purchase of SBA loans.
- Prepares settlement packages for funding.
- Prepares monthly loan certificate inventory.
- Processes and posts all SBA loan principal and interest payments.
- Processes and posts loan payoffs.
- Balances SBA loan transfer fees.
- Performs other duties and responsibilities as assigned.
- Advanced concepts, practices and procedures of small business loan documentation and processing.
- Principles of banking and finance.
- Financial markets and products.
- SBA Underwriting guidelines and regulations.
- Federal and State lending laws.
- Loan software packages.
- Accounting principles.
- Processing the most complex loan packages.
- Verifying loan packages and supporting documents.
- Preparing loan settlement packages.
- Preparing inventories and reports.
- Performing advanced loan calculations.
- Operating standard office equipment and using required software applications, including Microsoft Office.
- Read, interpret, analyze and apply information from loan package document
- Interpret and apply policies.
- Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
- Communicate effectively, both orally and in writing.
- Work independently.
- Establish and maintain effective working relationships.
- Maintain currency in loan processing policies and procedures.
- Bachelor's Degree and minimum of one to three (1-3) years of small business loan processing experience.
- OR ~
- An equivalent combination of education, training or experience.
- None required.
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcome
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
-
Loan Specialist
1 week ago
Raymond James Financial Services Memphis, United StatesJob Description - Loan Specialist - SBA - RJ Bank · Job Description · Loan Specialist - SBA - RJ Bank · - · 2401429 · Description · Job Summary · Under limited supervision, uses specialized knowledge and skills obtained through training and experience to process small busines ...
-
Loan Specialist
2 weeks ago
Raymond James Financial Services Memphis, United States**Description** · **Job Summary** · Under limited supervision, uses specialized knowledge and skills obtained through training and experience to process small business loans and prepare settlement documents. Resolves or recommends solutions to complex problems. Extensive contact ...
-
Loan Servicing Escrow Specialist
2 weeks ago
Regions Bank Memphis, United StatesThank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...
-
Consumer Loan Specialist
1 week ago
1st Heritage Credit Southaven, United StatesOverview: · We service our communities by offering personal installment loans designed to help our customers get the money they need when they need it. The Consumer Loan Specialist assists both new and existing customers in the lending process. This position is a terrific opport ...
-
Loan Manager
6 days ago
6am CoreCollective Memphis, United StatesJob Description · Job DescriptionCoreLend Financial is under the 6am Core Collective family of companies dedicated to all aspects of real estate investment. We provide our clients hard money lending services for residential investment properties in the Mid Sooth area. We are look ...
-
Senior Credit Analyst
1 week ago
First Horizon Memphis, United StatesLocation: On site, Memphis, TN, Winston Salem, NC, or Brentwood, TN · Summary · The Credit Analyst, Sr position provides high level analytical support in underwriting/analyzing commercial credit facilities and assisting Portfolio Managers and Relationship Managers in managing cu ...
-
Purpose Financial Memphis, United States Full timeAddress: 3431 Austin Peay Hwy., Memphis, Tennessee, United States · Since 1997, Advance America has helped millions of hardworking people with a variety of personalized financial solutions. We are a nationally recognized, fully licensed financial services company with over 1,000 ...
-
Impound Specialist II
1 week ago
American Car Center LLC Memphis, United StatesOverview: · Our Mission is to provide hardworking people with quality vehicles and innovative financial solutions. · At American Car Center (ACC) and American Financial (AF), we have a story to tell, and we need your help telling it. With our rich history and over 65 locations ...
-
Obstetrician/Gynecologist (OBGYN) Physician
6 days ago
ETS OBGYN Memphis, United StatesJob Description · Job DescriptionNo Call on Nights or Weekends 1-in-5 Daytime Call Friday Afternoons Off 5 Weeks Paid Time Off · Full-time OBGYN position in Memphis, TN, area with an established and growing OBGYN practice. · A new associate will have an opportunity to come into a ...
-
Quality Improvement Manager
4 days ago
SummitStone Health Partners Memphis, United States· Overview · A Quality Improvement Manager is needed to help us in our endeavor to build the healthiest community in the nation one person at a time. · The Mission: · At SummitStone Health Partners, we strive to foster trust, empower recovery, and inspire hope to strengthen ...
-
Scheduling Coordinator
1 week ago
Advance Services Inc Memphis, United StatesJob Description · Job DescriptionScheduling Coordinator – Fully Remote – Job 2242 · 3 Month contract to start, with possible extension. · Pay rate of $20/hr. Fully remote. Candidates must be open to evening and weekend work · All roles require background check and drug screen · M ...
-
Loan Manager
6 days ago
CoreLend Financial Memphis, United StatesJob Description · Job DescriptionQualifications · 2+ Years' Experience · Loan Proposal Functions · Getting loans approved to meet loan origination goals · Preparing and presenting loan proposals to loan committee · Managing the Loan Assistant and owning all responsibilities of th ...
-
Small Business Specialist
1 week ago
Southwest Tennessee Community College Memphis, United States Full timeSouthwest Tennessee Community College is a comprehensive, multicultural, public, open—access college. Southwest has 7 campuses/centers from which it offers over 100 programs and over 20 technical certificate programs. · We foster student success, transform lives, and increase the ...
-
Collections Specialist II
1 week ago
Advance Services Inc Memphis, United StatesJob Description · Job DescriptionCollections Specialist II (#2236) – 6 month contract to start, with possible extension · M-F 8-5pm shift. Fully remote. Open to any time zone. Possibility of OT. · Remote · $18- $20 hourly · High speed internet connection is require and ability t ...
-
Employee Investment Strategy Communication
1 week ago
Aurora Technologies Collierville, United StatesWe are the cooperative private bank of the Volksbanken Raiffeisenbanken and specialize in the business areas of private banking, fund services, and loans in all currencies. Our business model is based on close cooperation with the cooperative financial group and our presence at i ...
-
Accounts Payable Specialist I
1 week ago
Advance Services Inc Memphis, United StatesJob Description · Job DescriptionAccounts Payable Specialist I – Remote (#517) · 12 Month Contract assignment · $17 - $18.50 Hourly – 40 hour work week – on average · All roles require background check · Must be eligible to work in the US · High Speed internet – required. · Equ ...
-
Closing Specialist
1 week ago
Farm Credit Mid-America Marion, United StatesFarm Credit Mid-America is a financial services cooperative serving financial needs of farmers and rural residents in Arkansas, Indiana, Kentucky, Missouri, Ohio, and Tennessee. Our purpose is to secure the future of rural communities and agriculture. We are passionate about serv ...
-
Closing Specialist
1 week ago
Farm Credit Mid-America Marion, United StatesFarm Credit Mid-America is a financial services cooperative serving financial needs of farmers and rural residents in Arkansas, Indiana, Kentucky, Missouri, Ohio, and Tennessee. Our purpose is to secure the future of rural communities and agriculture. We are passionate about serv ...
-
Seeking Neurologists
2 weeks ago
ESR Healthcare Memphis, TN, United StatesBusy and growing Neuroscience Group is recruiting an Employed Neurologist Close to Memphis pd · Join a growing and dynamic group of 7 neurologists, 3 neurosurgeons and a neuropsychologist as they grow their service line. The IP/OP practice is general neurology with room for sub- ...
-
registered nurse- cardiac/telemetry
5 days ago
Nashville General Hospital , TN, United States· Nashville General Hospital is hiring for a Full Time Registered Nurse (RN), Cardiac/Telemetry in Nashville, Tennessee. We are offering up to a $10,000 sign on bonus. Day or Night shifts available. · Nashville General Hospital seeks to hire an experienced Med/Surg Registered N ...
Loan Specialist - Memphis, United States - Raymond James Financial Incorporated
Description
Job Summary
Under limited supervision, uses specialized knowledge and skills obtained through training and experience to process small business loans and prepare settlement documents.
Extensive contact with internal and external customers is required to obtain, clarify or provide facts and information and to identify, research, and resolve problems.
Essential Duties and ResponsibilitiesKnowledge, Skills, and Abilities
Knowledge of
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
