Job Openings in Sacramento County and Beyond
Loan Post Closing Specialist (Loan Review/Audit)
Responsibilities: Coordinate efforts to perform ongoing annual credit reviews for loans as required by SBA regulations. Coordinate written annual financial information requests to existing borrowers. Assess the completeness of information received and follow up with borrowers as needed. Track the status of annual credit reviews for all loans in the portfolio, including communication sent and information received. Complete formal documentation of incomplete annual credit reviews, including reason for incompleteness and attempts made to contactborrower and obtain required documentation. Perform basic financial analysis based on borrower-provided financial statements and tax returns. Insuring all approvals/signatures are complete on annual credit reviews. Assisting withquality control department projects including but not limited to drafting policy and procedures.
Requirements: Minimum two years' experience working in high-volume loan origination environments such as SBA ormortgage. Prior Commercial Bank or Loan Processing/Closing experience. Knowledge of SBA 7(a) lending preferred but not required. Knowledge of Microsoft Office products, including intermediate Excel and Word including functions such as mail merge. Ability to manage competing demands and adapt to changing environments. Excellent verbal and written communication skills.