What are the responsibilities and job description for the SBA 504 Loan Packager position at Bank Five Nine?
We're a Top 100 SBA Lender....and we're hiring!
As a full-time SBA 504 Loan Packager, you'll help keep our well-oiled SBA Preferred Lender Program running smoothly. Your focus will be on the preparation of all necessary documentation to prepare 504 loan submissions for closing and beyond, as well as recognize and proactively resolve problems in the closing process. This position will work closely with the 504 team, attorneys and other third-parties throughout the closing process, working to obtain and verify the accuracy of loan documentation and ensure that loan requests meet all SBA procedures and guidelines to ensure timely closing.
Schedule: This is a full-time position with a typical schedule of Monday - Friday, working hours that are flexible but normally range between 8-5 in your given time zone.
Location: Remote - Or can be on-site at our Oconomowoc, WI location.
Training: Remote and onsite training is available
What you will need:
- Previous commercial loan processing and/or packaging experience
- SBA loan documentation experience a plus
- Proficiency in Microsoft Word and Excel
- High School Diploma or equivalent
A Day in the Life:
- Collects, prepares, assembles and verifies accuracy of all necessary documentation to package 504 loan submissions in required SBA format.
- Verifies loan documents are prepared with proper signatures, dates and other relevant data.
- Orders and verifies all reports as appropriate and necessary prior to closing.
- Follows-up with applicants to verify information as needed.
- Ensures the loan requests meet all related compliance and guidelines prior to closing, including but not limited to: SBA standard operating procedures, internal Bank processes, and State and Federal guidelines.
- Provides distinctive customer service to internal and external customers by responding to phone calls/email inquiries regarding commercial loan processing in a friendly, professional manner.
- Other duties may be assigned as deemed appropriate
“Who We Are”
We’ve been in business over 165 years and we’re just getting started! Bank Five Nine is on a mission to make lives better for the communities we have been honored to serve since1859! We’re excited to be named a Top Place to Work for 15 years in a row, and proud to be a place that people love to come to work every day.
We are an Equal Opportunity Employer. We are committed to the full inclusion of all qualified individuals. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status