Home 
How Blumble Works 
Search Algorithm 
Your Privacy 
About 
Facebook
Twitter
Blog
https://sba.gov
Small Business Administration
Most recent job postings at Small Business Administration
via USAJobs
posted_at: 6 days agoschedule_type: Full-timesalary: 94,199 a year
You will serve as a Quality Control and Training Specialist for the Small Business Administration (SBA), Office of Capital Access (OCA), Damage Verification Center - DVC in Herndon, Virginia. This position serves as a resource for managers on matters pertaining to program planning and evaluation for improvements in the quality control program, staff training, and other initiatives that support... activities related to program delivery and organizational.
You will serve as a Quality Control and Training Specialist for the Small Business Administration (SBA), Office of Capital Access (OCA), Damage Verification Center - DVC in Herndon, Virginia. This position serves as a resource for managers on matters pertaining to program planning and evaluation for improvements in the quality control program, staff training, and other initiatives that support... activities related to program delivery and organizational. effectiveness
Show more details...
via Federal Government Jobs
posted_at: 6 days agoschedule_type: Full-timesalary: 94,199–122,459 a year
Federal Quality Control and Training Specialist Job in HERNDON, VA
federalgovernmentjobs.us | No Government Logins | No Fees | Free Email Alerts
Federal Quality Control and Training Specialist Job in HERNDON, VA
federalgovernmentjobs.us | No Government Logins | No Fees | Free Email Alerts Show more details...
federalgovernmentjobs.us | No Government Logins | No Fees | Free Email Alerts Show more details...
via Pennsylvania Jobs - Tarta.ai
posted_at: 6 days agoschedule_type: Full-time
Univest Financial Corporation (UVSP), has approximately $7.2 billion in assets and $4.2 billion in assets under management (as of December 2022).
Headquartered in Souderton, Pa.
and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region...
In 2022, Univest donated $2.5 million to our communities, and our employees
Univest Financial Corporation (UVSP), has approximately $7.2 billion in assets and $4.2 billion in assets under management (as of December 2022).
Headquartered in Souderton, Pa.
and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region...
In 2022, Univest donated $2.5 million to our communities, and our employees volunteered more than 12,300 hours.At Univest we invest in the success of our employees and customers.
We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity.
Seeking career-focused individuals, looking to bring passion and creativity to drive change.
Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.We're hiring a Small Business Administration (SBA) Relationship Manager to join our Pittsburgh Area Team.Establish, grow, and manage an SBA loan portfolio by fostering ongoing client relationships.
Support and cultivate internal referrals by developing relationships with Commercial RMs and FSC Managers within assigned territory.
Support and cultivate external referrals by developing relationships with COI s and Brokers.
Develop and implement an annual Market Plan to obtain portfolio growth based on budgeted departmental and individual goals.
Actively maintain and manage an SBA pipeline report detailing all active SBA opportunities.
Gather all elements required for each loan package from the applicant ensuring that the package is complete prior to submitting the SBA underwriting team.
Obtain additional items needed to close loan as requested by the SBA Documentation Specialist (internal or external), the SBA Closer, and the SBA Coordinator.
Close the loan as dictated by the SBA Authorization.
Manage all post-closing activities as required including but not limited to the organization of executed loan documents, assisting the SBA Coordinator with any disbursements, and ensuring that any items listed on the Post Closing Agreement are obtained within the stated time frame.
Identify COI s utilizing internal referral sources and Brokers (Broker Referral Program) in order to develop a book of referral sources.
Increase visibility in assigned territory by participating in business, service, and other non-profit community organizations.
Attend SBA District Office sponsored events as a representative of the Bank s SBA Department.
Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct Perform additional duties as required Customer-focused, goal-oriented individual with strong interpersonal and communications skills along with a strong knowledge of credit and banking.
Business development skills.
Bachelor s degree in Finance or equivalent experience in related area desired.
Minimum five years of SBA-related experience.
Prior experience as a conventional relationship manager is preferred.
Understanding of SBA s current Standard Operating Procedures as they relate to all aspects of the life cycle of an SBA loan.
Ability to identify SBA opportunities as being eligible or ineligible early in the application phase.
Knowledgeable regarding all SBA forms and the ability to explain forms to the customer.
Ability to structure loan requests within the SBA s Standard Operating Procedures.
Ability to manage risk and delinquency within individual Portfolio Strong community involvement in geographic area.
Ability to handle most problems/exceptions in an independent manner.
PC experience, specifically in Excel, Word, and Outlook desired.
for Benefit Information#Univest#LI-HybridAn Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.ID:
5733 External Company URL:
univest.net Telecommute:
No Show more details...
Headquartered in Souderton, Pa.
and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region...
In 2022, Univest donated $2.5 million to our communities, and our employees volunteered more than 12,300 hours.At Univest we invest in the success of our employees and customers.
We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity.
Seeking career-focused individuals, looking to bring passion and creativity to drive change.
Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.We're hiring a Small Business Administration (SBA) Relationship Manager to join our Pittsburgh Area Team.Establish, grow, and manage an SBA loan portfolio by fostering ongoing client relationships.
Support and cultivate internal referrals by developing relationships with Commercial RMs and FSC Managers within assigned territory.
Support and cultivate external referrals by developing relationships with COI s and Brokers.
Develop and implement an annual Market Plan to obtain portfolio growth based on budgeted departmental and individual goals.
Actively maintain and manage an SBA pipeline report detailing all active SBA opportunities.
Gather all elements required for each loan package from the applicant ensuring that the package is complete prior to submitting the SBA underwriting team.
Obtain additional items needed to close loan as requested by the SBA Documentation Specialist (internal or external), the SBA Closer, and the SBA Coordinator.
Close the loan as dictated by the SBA Authorization.
Manage all post-closing activities as required including but not limited to the organization of executed loan documents, assisting the SBA Coordinator with any disbursements, and ensuring that any items listed on the Post Closing Agreement are obtained within the stated time frame.
Identify COI s utilizing internal referral sources and Brokers (Broker Referral Program) in order to develop a book of referral sources.
Increase visibility in assigned territory by participating in business, service, and other non-profit community organizations.
Attend SBA District Office sponsored events as a representative of the Bank s SBA Department.
Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct Perform additional duties as required Customer-focused, goal-oriented individual with strong interpersonal and communications skills along with a strong knowledge of credit and banking.
Business development skills.
Bachelor s degree in Finance or equivalent experience in related area desired.
Minimum five years of SBA-related experience.
Prior experience as a conventional relationship manager is preferred.
Understanding of SBA s current Standard Operating Procedures as they relate to all aspects of the life cycle of an SBA loan.
Ability to identify SBA opportunities as being eligible or ineligible early in the application phase.
Knowledgeable regarding all SBA forms and the ability to explain forms to the customer.
Ability to structure loan requests within the SBA s Standard Operating Procedures.
Ability to manage risk and delinquency within individual Portfolio Strong community involvement in geographic area.
Ability to handle most problems/exceptions in an independent manner.
PC experience, specifically in Excel, Word, and Outlook desired.
for Benefit Information#Univest#LI-HybridAn Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.ID:
5733 External Company URL:
univest.net Telecommute:
No Show more details...
via Recruit.net
posted_at: 2 days agoschedule_type: Full-time
Summary You will serve as a Supervisory Administrative Specialist (Logistics) for the Small Business Administration (SBA), Office of Capital Access in Herndon, Virginia. This position provides management of all logistics functions to include, accountable property, mail and supply, inventory etc. Responsibilities As a Supervisory Administrative Specialist (Logistics) at the GS-0301-13, some of... your typical work assignments may include: Supervise
Summary You will serve as a Supervisory Administrative Specialist (Logistics) for the Small Business Administration (SBA), Office of Capital Access in Herndon, Virginia. This position provides management of all logistics functions to include, accountable property, mail and supply, inventory etc. Responsibilities As a Supervisory Administrative Specialist (Logistics) at the GS-0301-13, some of... your typical work assignments may include: Supervise employees in Accountable Property, Supply/Records Management, Mail Management, Transportation Management, Telecommunications Management, facilities, building security, PIV, and other logistics related needs between ODA/OCA, HQ, and Centers before and during large disaster operations, training sessions, and other large-scale or sensitive operations. Review routine and/or unusual requests for shipping and receiving of equipment & electronic devices, tracking and ensuring appropriate supply levels are maintained, recording all incoming and outgoing government property, tracking usage of government assigned vehicle, all for accuracy and adherence to SBA policy and procedures. Uses Microsoft Office applications to include Excel, Word, and PowerPoint amongst others like Asset Panda, Service Now. Utilizes, electronic databases and Web-based systems during the performance of duties. Generates and runs reports, imports and exports data and identifies and troubleshoots errors in data or reporting. Manages data across multiple systems and databases and transfers data between systems as required. Interacts daily with Center management and employees in the performance of duties. Maintains a professional demeanor during all conversations while working to resolve customer issues. Communicates clearly, concisely, and courteously through written communications such as email, memos, and reports. Attempts to resolve unusual customer service requests. If unable to resolve a customer service request, escalates the concern to appropriate authority for resolution and monitors completion. Monitor functions with the goal of improving efficiency, lessening paperwork, and improving customer service. Compiles reports, identifies organizational, procedural and productions issues; notifies immediate supervisor of discrepancies; conduct cost benefit analyses; and prepares recommendations for improvement. IMPORTANT NOTES: Mandatory Overtime: In order to respond quickly and efficiently to disaster survivors, substantial compensated overtime hours may be required during heightened disaster activity. The Office is located in the business area of Herndon, VA. It is conveniently located near various eateries and shops and is accessible via public transportation. This position is also being announced under Merit Promotion, announcement # MP-23-DASD-11845397, open to the status candidates. In order to receive consideration as a status candidate, you must apply to the Merit Promotion announcement. Additional selections may be made from this announcement if identical vacancies occur within 180 days from the closing date. This position is not included in a bargaining unit. Requirements Conditions of Employment Qualifications Generally, time in Non-Pay status is not creditable towards the specialized experience requirement listed below. You must meet all qualification requirements by the closing date of this announcement. Experience: To receive credit, you must indicate the month and year as well as the average hours worked per week for each employer. Average work hours must be stated on the resume to quantify each period of work experience or that experience will not be credited toward meeting the specialized experience requirement. You must address the specific specialized experience required for each grade level of this position on your resume or application or you will be rated "Ineligible" for that grade level. GS-13: To qualify you must have at least 1 full year (52 weeks) of specialized experience equivalent in difficulty and complexity to the GS-12 level in the Federal service that has equipped you with the particular knowledge, skill, and ability to perform successfully in this position. This experience may have been gained in a Non-Federal service position. In addition, this Specialized Experience must demonstrate the following: Identifying organizational, procedural and production issues and providing solid recommendations for improvement within an administrative department or organization; Providing customer service to internal and/or external customers by assessing needs, providing information or assistance, and resolving problems; Using software and automated systems, such as Asset Panda and ServiceNow, designed to accomplish and manage the work in an administrative services department in at least one of the following: such as procurement, accountable property, and/or budget. Supervising or leading in an official capacity, administrative projects, or a team/staff of diverse employees in the day-to-day administrative and program support operations for an organization/office. Education GS-13: There is no educational substitution at this grade level. Additional information on the qualification requirements is outlined in the OPM Qualifications Standards Handbook of General Schedule Positions. It is available for your review on OPM's Qualifications web site: Miscellaneous Administration and Program Series 0301 (opm.gov) Additional Information If selected for this position, you will be eligible for benefits. The above link is provided for your reference to explore the major benefits offered to most Federal employees. Reasonable Accommodation Requests: If you believe you have a disability (i.e., physical or mental), covered by the Rehabilitation Act of 1973 as amended and Americans with Disabilities Act 1990 as amended, that would interfere with completing the USA Hire Competency Based Assessments, you will be granted the opportunity to request a reasonable accommodation in your online application. Requests for Reasonable Accommodations for the USA Hire Competency Based Assessments and appropriate supporting documentation for Reasonable Accommodation must be received prior to starting the USA Hire Competency Based Assessments. Decisions on requests for Reasonable Accommodations are made on a case-by-case basis. If you meet the minimum qualifications of the position, after notification of the adjudication of your request, you will receive an email invitation to complete the USA Hire Competency Based Assessments. You must complete all assessments within 48 hours of receiving the URL to access the USA Hire Competency Based Assessments, if you received the link after the close of the announcement. To determine if you need a Reasonable Accommodation, please review the Procedures for Requesting a Reasonable Accommodation for Online Assessments here: https://help.usastaffing.gov/Apply/index.php?title=Reasonable\_Accommodations\_for\_USA\_Hire Career and Inter Agency Career Transition Assistance Programs: Career Transition Assistance Plan (CTAP) is a program that helps "surplus" or "displaced" federal employees improve their chances of finding a new job in their current agency (intra-agency, i.e. SBA employees only).Inter-Agency Career Transition Assistance (ICTAP) is a program that helps "surplus" or "displaced" federal employees improve their chances of finding a new job at another agency (inter-agency; i.e. not applying to their current or former agency).You are eligible for CTAP/ICTAP if: 1. You are a current federal employee who meets the definition of a "surplus" or "displaced" employee meaning you have received official notice that your job is no longer needed or that you will lose your job by Reduction-in-Force (RIF). 2. Your agency, or the agency to which you are applying, is accepting applications from within or outside of the permanent workforce. 3. The position to which you are applying MUST BE in the Local Commuting Area of the position of record from which you are being displaced. 4. You meet the qualifications and other requirements of the job for which you are applying. This includes being rated as well-qualified for the position (score of 85 or better based on your responses to the competencies and associated questions listed within the assessment). Consistent with work requirements and current SBA Policy, and all applicable provisions of the collective bargaining agreement with AFGE the SBA offers employees opportunities to perform work at an alternative location (e.g., home).Telework may be available. For information on Telework visit: http://www.telework.gov
Show more details...
via Washington Post Jobs
posted_at: 2 days agoschedule_type: Full-time
Overview
The Assistant Vice President (AVP) is responsible for the oversight of all loan underwriting operations in the life cycle of a loan, administrative and portfolio management and loan origination. The AVP is responsible for initiatives to reduce operational risk and expense, increase efficiency and streamline process origination and servicing processes and ensures that the department is... in compliance with all policies and procedures and
Overview
The Assistant Vice President (AVP) is responsible for the oversight of all loan underwriting operations in the life cycle of a loan, administrative and portfolio management and loan origination. The AVP is responsible for initiatives to reduce operational risk and expense, increase efficiency and streamline process origination and servicing processes and ensures that the department is... in compliance with all policies and procedures and monthly, quarterly, and annual reporting.
Responsibilities
• Manages the department and its personnel to ensure that it is effectively meeting all budget, time constraints and quality control standards for underwriting, portfolio management, and closing
• Works closely with Credit Review, Risk, and the origination team to ensure that all tasks are being completed on a timely and accurate basis
• Ensures that each employee is providing a consistently high-quality experience to both internal and external members that is in alignment with our service expectations and core values
• Performs quality control reviews to ensure all loans are underwritten in accordance existing policies, procedures, terms and conditions, including loan documentation to include any modifications, exceptions and amendments to assess loan quality; conducts pre-closing and post-closing audits, testing the loan portfolio for covenant compliance
• Manages Sageworks credit memo templates, risk rating matrices, and industry reporting, and ensures that any credit scoring models are up to date and in compliance
• Ensures the timely and adequate reporting for all past due loans. Oversees loan liquidation and guaranty processing of claims to the SBA and USDA guaranty center
• Works in conjunction with Risk, Finance and Loan Liquidation to ensure appropriate RR are in place and Loan Loss Reserves are accurate
• Works with the Vice President of Commercial & SBA Lending on strategic objectives that will further develop the Business Banking Department
• Performs other related duties as assigned
• Remains cognizant of and adheres to NWFCU policies and procedures as well as regulations pertaining to the Bank Secrecy Act (BSA)
Qualifications
• Bachelor's degree (or equivalent experience) in business or finance or related field
• A minimum of 6 years of experience with commercial and SBA loan underwriting and originations
• Supervisory experience
• Knowledge of laws and regulations governing business and consumer loan servicing practices as well as collection practices
• Comprehensive knowledge of all commercial and SBA standard operating procedures, credit policies, NCUA guidelines and eligibility requirements
• Knowledge of business and financial analysis, and the ability to analyze information to make sound loan decisions
• Proficiency in commercial credit facilities, such as lines of credit, term loans and commercial real estate mortgages, loan underwriting and credit analysis, preparation of credit memorandums, and knowledge of commercial loan documentation and collateral
• Excellent problem solving ability
• Ability to prioritize, organize time and to work independently
• Excellent listening, oral and written communication skills
EEO Notice
Northwest Federal Credit Union is an Equal Opportunity Employer and will consider all qualified applicants without regard to race, color, age, religion, sex, sexual orientation, gender identity, genetic information, national origin, disability, protected veteran status or any other classification protected by law.
NWFCU complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Human Resources Department at 703-709-8900 or HRDepartment@nwfcu.org Show more details...
The Assistant Vice President (AVP) is responsible for the oversight of all loan underwriting operations in the life cycle of a loan, administrative and portfolio management and loan origination. The AVP is responsible for initiatives to reduce operational risk and expense, increase efficiency and streamline process origination and servicing processes and ensures that the department is... in compliance with all policies and procedures and monthly, quarterly, and annual reporting.
Responsibilities
• Manages the department and its personnel to ensure that it is effectively meeting all budget, time constraints and quality control standards for underwriting, portfolio management, and closing
• Works closely with Credit Review, Risk, and the origination team to ensure that all tasks are being completed on a timely and accurate basis
• Ensures that each employee is providing a consistently high-quality experience to both internal and external members that is in alignment with our service expectations and core values
• Performs quality control reviews to ensure all loans are underwritten in accordance existing policies, procedures, terms and conditions, including loan documentation to include any modifications, exceptions and amendments to assess loan quality; conducts pre-closing and post-closing audits, testing the loan portfolio for covenant compliance
• Manages Sageworks credit memo templates, risk rating matrices, and industry reporting, and ensures that any credit scoring models are up to date and in compliance
• Ensures the timely and adequate reporting for all past due loans. Oversees loan liquidation and guaranty processing of claims to the SBA and USDA guaranty center
• Works in conjunction with Risk, Finance and Loan Liquidation to ensure appropriate RR are in place and Loan Loss Reserves are accurate
• Works with the Vice President of Commercial & SBA Lending on strategic objectives that will further develop the Business Banking Department
• Performs other related duties as assigned
• Remains cognizant of and adheres to NWFCU policies and procedures as well as regulations pertaining to the Bank Secrecy Act (BSA)
Qualifications
• Bachelor's degree (or equivalent experience) in business or finance or related field
• A minimum of 6 years of experience with commercial and SBA loan underwriting and originations
• Supervisory experience
• Knowledge of laws and regulations governing business and consumer loan servicing practices as well as collection practices
• Comprehensive knowledge of all commercial and SBA standard operating procedures, credit policies, NCUA guidelines and eligibility requirements
• Knowledge of business and financial analysis, and the ability to analyze information to make sound loan decisions
• Proficiency in commercial credit facilities, such as lines of credit, term loans and commercial real estate mortgages, loan underwriting and credit analysis, preparation of credit memorandums, and knowledge of commercial loan documentation and collateral
• Excellent problem solving ability
• Ability to prioritize, organize time and to work independently
• Excellent listening, oral and written communication skills
EEO Notice
Northwest Federal Credit Union is an Equal Opportunity Employer and will consider all qualified applicants without regard to race, color, age, religion, sex, sexual orientation, gender identity, genetic information, national origin, disability, protected veteran status or any other classification protected by law.
NWFCU complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Human Resources Department at 703-709-8900 or HRDepartment@nwfcu.org Show more details...
via Pennsylvania Jobs - Tarta.ai
posted_at: 2 days agoschedule_type: Full-time
Univest Financial Corporation (UVSP), has approximately $6.7 billion in assets and $4.1 billion in assets under management (as of June 2022).
Headquartered in Souderton, Pa.
and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region...
In 2021, we donated $2.1 million to our communities, and our employees volunteered
Univest Financial Corporation (UVSP), has approximately $6.7 billion in assets and $4.1 billion in assets under management (as of June 2022).
Headquartered in Souderton, Pa.
and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region...
In 2021, we donated $2.1 million to our communities, and our employees volunteered 10,987 hours.We firmly believe in giving back to the local communities we serve.
We focus our giving in the areas of youth and education, health and social services, community and economic development, and arts and culture.
We're hiring a Small Business Administration (SBA) Relationship Manager to join our Pittsburgh Area Team.Establish, grow, and manage an SBA loan portfolio by fostering ongoing client relationships.
Support and cultivate internal referrals by developing relationships with Commercial RMs and FSC Managers within assigned territory.
Support and cultivate external referrals by developing relationships with COI s and Brokers.
Develop and implement an annual Market Plan to obtain portfolio growth based on budgeted departmental and individual goals.
Actively maintain and manage an SBA pipeline report detailing all active SBA opportunities.
Gather all elements required for each loan package from the applicant ensuring that the package is complete prior to submitting the SBA underwriting team.
Obtain additional items needed to close loan as requested by the SBA Documentation Specialist (internal or external), the SBA Closer, and the SBA Coordinator.
Close the loan as dictated by the SBA Authorization.
Manage all post-closing activities as required including but not limited to the organization of executed loan documents, assisting the SBA Coordinator with any disbursements, and ensuring that any items listed on the Post Closing Agreement are obtained within the stated time frame.
Identify COI s utilizing internal referral sources and Brokers (Broker Referral Program) in order to develop a book of referral sources.
Increase visibility in assigned territory by participating in business, service, and other non-profit community organizations.
Attend SBA District Office sponsored events as a representative of the Bank s SBA Department.
Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct Perform additional duties as required Customer-focused, goal-oriented individual with strong interpersonal and communications skills along with a strong knowledge of credit and banking.
Business development skills.
Bachelor s degree in Finance or equivalent experience in related area desired.
Minimum five years of SBA-related experience.
Prior experience as a conventional relationship manager is preferred.
Understanding of SBA s current Standard Operating Procedures as they relate to all aspects of the life cycle of an SBA loan.
Ability to identify SBA opportunities as being eligible or ineligible early in the application phase.
Knowledgeable regarding all SBA forms and the ability to explain forms to the customer.
Ability to structure loan requests within the SBA s Standard Operating Procedures.
Ability to manage risk and delinquency within individual Portfolio Strong community involvement in geographic area.
Ability to handle most problems/exceptions in an independent manner.
PC experience, specifically in Excel, Word, and Outlook desired.
for Benefit Information#Univest#LI-HybridAn Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.ID:
5621 External Company URL:
univest.net Telecommute:
No Show more details...
Headquartered in Souderton, Pa.
and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region...
In 2021, we donated $2.1 million to our communities, and our employees volunteered 10,987 hours.We firmly believe in giving back to the local communities we serve.
We focus our giving in the areas of youth and education, health and social services, community and economic development, and arts and culture.
We're hiring a Small Business Administration (SBA) Relationship Manager to join our Pittsburgh Area Team.Establish, grow, and manage an SBA loan portfolio by fostering ongoing client relationships.
Support and cultivate internal referrals by developing relationships with Commercial RMs and FSC Managers within assigned territory.
Support and cultivate external referrals by developing relationships with COI s and Brokers.
Develop and implement an annual Market Plan to obtain portfolio growth based on budgeted departmental and individual goals.
Actively maintain and manage an SBA pipeline report detailing all active SBA opportunities.
Gather all elements required for each loan package from the applicant ensuring that the package is complete prior to submitting the SBA underwriting team.
Obtain additional items needed to close loan as requested by the SBA Documentation Specialist (internal or external), the SBA Closer, and the SBA Coordinator.
Close the loan as dictated by the SBA Authorization.
Manage all post-closing activities as required including but not limited to the organization of executed loan documents, assisting the SBA Coordinator with any disbursements, and ensuring that any items listed on the Post Closing Agreement are obtained within the stated time frame.
Identify COI s utilizing internal referral sources and Brokers (Broker Referral Program) in order to develop a book of referral sources.
Increase visibility in assigned territory by participating in business, service, and other non-profit community organizations.
Attend SBA District Office sponsored events as a representative of the Bank s SBA Department.
Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct Perform additional duties as required Customer-focused, goal-oriented individual with strong interpersonal and communications skills along with a strong knowledge of credit and banking.
Business development skills.
Bachelor s degree in Finance or equivalent experience in related area desired.
Minimum five years of SBA-related experience.
Prior experience as a conventional relationship manager is preferred.
Understanding of SBA s current Standard Operating Procedures as they relate to all aspects of the life cycle of an SBA loan.
Ability to identify SBA opportunities as being eligible or ineligible early in the application phase.
Knowledgeable regarding all SBA forms and the ability to explain forms to the customer.
Ability to structure loan requests within the SBA s Standard Operating Procedures.
Ability to manage risk and delinquency within individual Portfolio Strong community involvement in geographic area.
Ability to handle most problems/exceptions in an independent manner.
PC experience, specifically in Excel, Word, and Outlook desired.
for Benefit Information#Univest#LI-HybridAn Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.ID:
5621 External Company URL:
univest.net Telecommute:
No Show more details...
via Learn4Good.com
posted_at: 4 days agoschedule_type: Full-time
• * 389777 *
• *
• Job Title...
• * Small Business Association (SBA) Loan Closer IV
• * TD
Description:
• * ** About TD Bank, America's Most Convenient Bank®*
• TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing over 9.8 million customers with a full range of retail, small business and commercial banking products and services at more than 1,100 convenient locations throughout the Northeast,
• * 389777 *
• *
• Job Title...
• * Small Business Association (SBA) Loan Closer IV
• * TD
Description:
• * ** About TD Bank, America's Most Convenient Bank®*
• TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing over 9.8 million customers with a full range of retail, small business and commercial banking products and services at more than 1,100 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Auto Finance, a division of TD Bank, N.A., offers vehicle financing and dealer commercial services.
TD Bank and its subsidiaries also offer customized private banking and wealth management services through TD Wealth®. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit . Find TD Bank on Facebook at and on Twitter at and .
TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD". To learn more, visit .
We offer a competitive salary and benefit program, including: comprehensive, affordable health care through medical, dental, and vision coverage; financial security with life and disability insurance; opportunities to save using health savings and flexible spending accounts; retirement benefits to help prepare for the future; paid time off and work/life benefits to maintain a good balance.
• * Auto req :*
• 389777
• * Department Overview:*
• The SBA Loan Specialist IV is responsible for all aspects of SBA loan origination in accordance with Bank policies, procedures, and regulatory requirements, as well as the Standard Operating Procedures of the US Small Business Administration. The job requires in-depth knowledge of SBA loan closing requirements and ability to evaluate and execute independently.
• * Country:*
• United States, US TD Footprint
• * Job Requirements:
• * 4-year degree or equivalent experience required
5+ years of SBA loan closing experience
Comprehensive knowledge of SBA, federal and state regulations and UCC and banking regulations
Excellent documentation skills
Excellent knowledge of Banking Systems
Strong verbal and written communication skills
Strong PC skills including Word, Excel, Access and other Microsoft products
• * Hours:*
• 40
• * Job Description:
• * Applies comprehensive knowledge of SBA Standard Operating Procedures to various transactional situations, adhering to both SBA eligibility and bank policy, to autonomously solve for the most complex of SBA loan
Maintains expert knowledge of SBA loan documentation, collateral perfection, title insurance, UCC filing, compliance requirements, etc.
Assists in the review of other Loan Specialist loan files for completion, accuracy and due diligence as well as loan documentation and funding requirements
Acts as coverage in Manager absence
Performs leadership functions including departmental reporting, development and maintenance of training material, resolving process escalations, participating in audit work and spearheading special projects, as needed
Participates as Subject Matter Expert for projects, as well as systems testing and updates
Trains Loan Specialists; advises lower level Loan Specialists on how to handle problematic scenarios impacting loan processing
Partners cross-functionally across TD's organization to provide strategic and tactical thought to effectively drive results
Independently manages a loan pipeline from origination through closing in accordance with Bank policies and procedures, as well as SBA Standard Operating Procedures
Provides documentation and Bank policy and procedure guidance to all lending areas
Serves as a SBA resource to support departments
Establishes and manages relationships, as applicable, with Business Development Officers, Credit Management, operations teams and others, as needed
Acts as liaison with Bank Counsel, Compliance Dept, ABL, Derivatives, CREA, and other various parties to the loans, as needed
Ensures that all required loan conditions (insurance, collateral, etc.) are sufficient and properly documented in compliance with Bank policy
Ensures deadlines are met
Ensures loan documentation is complete and accurate. Addresses any exceptions
Partners with Closing Specialist team to ensure that loans are funded and booked accurately and timely
Manages special projects and performs duties, as required
• * Inclusiveness:*
• At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach their potential.
If you are a candidate with a disability and need an accommodation to complete the application process, email… Show more details...
• *
• Job Title...
• * Small Business Association (SBA) Loan Closer IV
• * TD
Description:
• * ** About TD Bank, America's Most Convenient Bank®*
• TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing over 9.8 million customers with a full range of retail, small business and commercial banking products and services at more than 1,100 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Auto Finance, a division of TD Bank, N.A., offers vehicle financing and dealer commercial services.
TD Bank and its subsidiaries also offer customized private banking and wealth management services through TD Wealth®. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit . Find TD Bank on Facebook at and on Twitter at and .
TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD". To learn more, visit .
We offer a competitive salary and benefit program, including: comprehensive, affordable health care through medical, dental, and vision coverage; financial security with life and disability insurance; opportunities to save using health savings and flexible spending accounts; retirement benefits to help prepare for the future; paid time off and work/life benefits to maintain a good balance.
• * Auto req :*
• 389777
• * Department Overview:*
• The SBA Loan Specialist IV is responsible for all aspects of SBA loan origination in accordance with Bank policies, procedures, and regulatory requirements, as well as the Standard Operating Procedures of the US Small Business Administration. The job requires in-depth knowledge of SBA loan closing requirements and ability to evaluate and execute independently.
• * Country:*
• United States, US TD Footprint
• * Job Requirements:
• * 4-year degree or equivalent experience required
5+ years of SBA loan closing experience
Comprehensive knowledge of SBA, federal and state regulations and UCC and banking regulations
Excellent documentation skills
Excellent knowledge of Banking Systems
Strong verbal and written communication skills
Strong PC skills including Word, Excel, Access and other Microsoft products
• * Hours:*
• 40
• * Job Description:
• * Applies comprehensive knowledge of SBA Standard Operating Procedures to various transactional situations, adhering to both SBA eligibility and bank policy, to autonomously solve for the most complex of SBA loan
Maintains expert knowledge of SBA loan documentation, collateral perfection, title insurance, UCC filing, compliance requirements, etc.
Assists in the review of other Loan Specialist loan files for completion, accuracy and due diligence as well as loan documentation and funding requirements
Acts as coverage in Manager absence
Performs leadership functions including departmental reporting, development and maintenance of training material, resolving process escalations, participating in audit work and spearheading special projects, as needed
Participates as Subject Matter Expert for projects, as well as systems testing and updates
Trains Loan Specialists; advises lower level Loan Specialists on how to handle problematic scenarios impacting loan processing
Partners cross-functionally across TD's organization to provide strategic and tactical thought to effectively drive results
Independently manages a loan pipeline from origination through closing in accordance with Bank policies and procedures, as well as SBA Standard Operating Procedures
Provides documentation and Bank policy and procedure guidance to all lending areas
Serves as a SBA resource to support departments
Establishes and manages relationships, as applicable, with Business Development Officers, Credit Management, operations teams and others, as needed
Acts as liaison with Bank Counsel, Compliance Dept, ABL, Derivatives, CREA, and other various parties to the loans, as needed
Ensures that all required loan conditions (insurance, collateral, etc.) are sufficient and properly documented in compliance with Bank policy
Ensures deadlines are met
Ensures loan documentation is complete and accurate. Addresses any exceptions
Partners with Closing Specialist team to ensure that loans are funded and booked accurately and timely
Manages special projects and performs duties, as required
• * Inclusiveness:*
• At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach their potential.
If you are a candidate with a disability and need an accommodation to complete the application process, email… Show more details...
via Clearance Jobs
posted_at: 5 days agoschedule_type: Full-time
About Us
We are International Business & Technical Consultants, Inc. (IBTCI), a global consulting firm working some of the most complex and impactful development problems worldwide. We work on programs that help government agencies, private companies and donors improve the lives of others. At IBTCI you will be part of an inclusive team that provides expert solutions and advice to understand and... address critical problems while giving you opportunities
About Us
We are International Business & Technical Consultants, Inc. (IBTCI), a global consulting firm working some of the most complex and impactful development problems worldwide. We work on programs that help government agencies, private companies and donors improve the lives of others. At IBTCI you will be part of an inclusive team that provides expert solutions and advice to understand and... address critical problems while giving you opportunities to succeed and grow.
Job Title: Loan Specialist (Foreclosure/Bankruptcy)
Department/Location: ISPI/Remote
Reports To: TBD
Type: Full-time
Classification: Exempt
Overview: We are hiring a Loan Specialist (Foreclosure/Bankruptcy) to support the Small Business Administration. You must have thorough knowledge of the financial and credit factors related to business, commercial, and/or home loans including business practices and financial structures, pertinent statutory, regulatory, and administrative provisions. The position requires the application of extensive experience and seasoned judgment together with a broad knowledge and understanding of business systems, elements of good management, financial organization and management, the economic climate for small business, and earning potential of the business enterprise involved. Requires knowledge and skill in analysis, evaluation and problem solving to identify and define financial management problems and assist in the development of workable solution.
Responsibilities
Essential Duties/Tasks and Responsibilities:
Reviews and analyzes requests from direct borrowers or requests from participant lenders in relation to servicing, liquidating, or purchasing loans depending upon the division to which the incumbent is assigned.
Independently determines what data is needed in order to analyze/evaluate the request.
Analyzes these requests in terms of financial condition of the borrowers and their effect and implication they have on the interest of SBA if they are approved.
Makes independent recommendations on these requests to supervisor/team leader.
Analyzes financial statements (using cash flow projections and ratio analysis) as necessary to detect trends in the financial condition of the business and to initiate appropriate corrective actions.
Provides extensive servicing, purchasing or liquidation of the more complex delinquent loans or potentially delinquent loans.
Analyzes the underlying problems and causes of delinquency and develops the solutions to protect the interest of the Agency and the survival of the small business.
Conducts interviews with borrowers and lenders and counsels them on SBA's practices.
Assesses borrower's or lender's need for assistance from other sources and counsels accordingly.
Participates in the training of new personnel in loan servicing or purchasing or liquidation work, explaining procedures, techniques, and policy.
Works closely with new personnel to acquaint them with the functions of the division.
Maintains up-to-date entries in all appropriate required systems to ensure integrity of the data and Center efficiency.
Conducts research necessary to assist lenders in answering inquiries regarding recently submitted actions or inquires.
Reviews and associates trailing documents with their respective loan files or transfers files /documents to the appropriate SBA office.
Analyze and make recommendations on transaction requests in accordance with existing Agency SOP's or guidelines.
Utilize various software programs to perform daily tasks including Microsoft Word, Excel, Access, and Outlook. Also utilizes SBA software programs to input or research information.
Performs other loan processing, servicing, purchasing, liquidation, or other transaction activities as needed.
Other duties as assigned.
Qualifications
Minimum Requirements:
Public Trust eligibility.
5-7 years of experience.
MUST have foreclosure/liquidation/bankruptcy experience.
Education: Associates Degree
Preferred Knowledge, Skills and Abilities:
Knowledge of Access and Excel preferred.
Excellent customer service skills.
Experience in L Track, Master Track, DCMS, and CAFS desired.
Working Environment: REMOTE. Work is typically performed in an office environment. Currently the company is allowing for remote work due to COVID 19 in the District of Columbia, Maryland and Virginia (DMV) area. This can be updated by the company.
COVID Vaccine status: As a condition of employment, IBTCI requires all new employees to be fully vaccinated against COVID-19. Candidates should be prepared to submit proof of COVID-19 vaccination upon hire or request for an accommodation with HR that is consistent with our COVID-19 safety protocols and policies.
Physical Requirements: This is largely a sedentary position that requires the ability to speak, hear, see, and lift small objects up to 20 lbs.
Supervisory Responsibility: This position does not have supervisory responsibilities.
Work Authorization: Candidate must be authorized to work in the US
About the Organization:
IBTCI has been in business since 1987. We specialize in Monitoring, Evaluation, Research & Learning (MERL), Institutional Support (IS), Financial & Risk Management (FRM), Supply Chain Management & Procurement (SCMP); Social & Behavior Change (SBC) and Capacity Building. We provide these services across many sectors including, but not limited to, agriculture, resilience & food security, conflict & crisis, democracy & governance, economic growth & trade, education, energy & Infrastructure, environment & climate change, global health & WASH and humanitarian and disaster assistance. At IBTCI, our colleagues are encouraged to collaborate and be part of the solution while getting the tools and guidance needed to grow and support our clients' missions.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
IBTCI is committed to a policy of equal employment opportunity for all persons without regard to race, color, religion, sex, gender identification, age, marital status, disability, sexual orientation, national origin, disabled veteran or Vietnam-era veteran, or any other classification protected by applicable anti-discrimination laws. We prohibit and do not tolerate any form of discrimination or harassment. VEVRAA Federal Contractor.
If you are an applicant with a disability that requires a reasonable accommodation to complete any part of the application process or are limited in the ability, or unable to use the online application system and need an alternative method for applying, you may contact the Talent Acquisition team at TalentAcquisition@ibtci.com (Do not send your resume to this account, for consideration please apply in our career page Show more details...
We are International Business & Technical Consultants, Inc. (IBTCI), a global consulting firm working some of the most complex and impactful development problems worldwide. We work on programs that help government agencies, private companies and donors improve the lives of others. At IBTCI you will be part of an inclusive team that provides expert solutions and advice to understand and... address critical problems while giving you opportunities to succeed and grow.
Job Title: Loan Specialist (Foreclosure/Bankruptcy)
Department/Location: ISPI/Remote
Reports To: TBD
Type: Full-time
Classification: Exempt
Overview: We are hiring a Loan Specialist (Foreclosure/Bankruptcy) to support the Small Business Administration. You must have thorough knowledge of the financial and credit factors related to business, commercial, and/or home loans including business practices and financial structures, pertinent statutory, regulatory, and administrative provisions. The position requires the application of extensive experience and seasoned judgment together with a broad knowledge and understanding of business systems, elements of good management, financial organization and management, the economic climate for small business, and earning potential of the business enterprise involved. Requires knowledge and skill in analysis, evaluation and problem solving to identify and define financial management problems and assist in the development of workable solution.
Responsibilities
Essential Duties/Tasks and Responsibilities:
Reviews and analyzes requests from direct borrowers or requests from participant lenders in relation to servicing, liquidating, or purchasing loans depending upon the division to which the incumbent is assigned.
Independently determines what data is needed in order to analyze/evaluate the request.
Analyzes these requests in terms of financial condition of the borrowers and their effect and implication they have on the interest of SBA if they are approved.
Makes independent recommendations on these requests to supervisor/team leader.
Analyzes financial statements (using cash flow projections and ratio analysis) as necessary to detect trends in the financial condition of the business and to initiate appropriate corrective actions.
Provides extensive servicing, purchasing or liquidation of the more complex delinquent loans or potentially delinquent loans.
Analyzes the underlying problems and causes of delinquency and develops the solutions to protect the interest of the Agency and the survival of the small business.
Conducts interviews with borrowers and lenders and counsels them on SBA's practices.
Assesses borrower's or lender's need for assistance from other sources and counsels accordingly.
Participates in the training of new personnel in loan servicing or purchasing or liquidation work, explaining procedures, techniques, and policy.
Works closely with new personnel to acquaint them with the functions of the division.
Maintains up-to-date entries in all appropriate required systems to ensure integrity of the data and Center efficiency.
Conducts research necessary to assist lenders in answering inquiries regarding recently submitted actions or inquires.
Reviews and associates trailing documents with their respective loan files or transfers files /documents to the appropriate SBA office.
Analyze and make recommendations on transaction requests in accordance with existing Agency SOP's or guidelines.
Utilize various software programs to perform daily tasks including Microsoft Word, Excel, Access, and Outlook. Also utilizes SBA software programs to input or research information.
Performs other loan processing, servicing, purchasing, liquidation, or other transaction activities as needed.
Other duties as assigned.
Qualifications
Minimum Requirements:
Public Trust eligibility.
5-7 years of experience.
MUST have foreclosure/liquidation/bankruptcy experience.
Education: Associates Degree
Preferred Knowledge, Skills and Abilities:
Knowledge of Access and Excel preferred.
Excellent customer service skills.
Experience in L Track, Master Track, DCMS, and CAFS desired.
Working Environment: REMOTE. Work is typically performed in an office environment. Currently the company is allowing for remote work due to COVID 19 in the District of Columbia, Maryland and Virginia (DMV) area. This can be updated by the company.
COVID Vaccine status: As a condition of employment, IBTCI requires all new employees to be fully vaccinated against COVID-19. Candidates should be prepared to submit proof of COVID-19 vaccination upon hire or request for an accommodation with HR that is consistent with our COVID-19 safety protocols and policies.
Physical Requirements: This is largely a sedentary position that requires the ability to speak, hear, see, and lift small objects up to 20 lbs.
Supervisory Responsibility: This position does not have supervisory responsibilities.
Work Authorization: Candidate must be authorized to work in the US
About the Organization:
IBTCI has been in business since 1987. We specialize in Monitoring, Evaluation, Research & Learning (MERL), Institutional Support (IS), Financial & Risk Management (FRM), Supply Chain Management & Procurement (SCMP); Social & Behavior Change (SBC) and Capacity Building. We provide these services across many sectors including, but not limited to, agriculture, resilience & food security, conflict & crisis, democracy & governance, economic growth & trade, education, energy & Infrastructure, environment & climate change, global health & WASH and humanitarian and disaster assistance. At IBTCI, our colleagues are encouraged to collaborate and be part of the solution while getting the tools and guidance needed to grow and support our clients' missions.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
IBTCI is committed to a policy of equal employment opportunity for all persons without regard to race, color, religion, sex, gender identification, age, marital status, disability, sexual orientation, national origin, disabled veteran or Vietnam-era veteran, or any other classification protected by applicable anti-discrimination laws. We prohibit and do not tolerate any form of discrimination or harassment. VEVRAA Federal Contractor.
If you are an applicant with a disability that requires a reasonable accommodation to complete any part of the application process or are limited in the ability, or unable to use the online application system and need an alternative method for applying, you may contact the Talent Acquisition team at TalentAcquisition@ibtci.com (Do not send your resume to this account, for consideration please apply in our career page Show more details...
via BeBee
posted_at: 6 days agoschedule_type: Full-time
**389777BR**
• *Job Title
...
Small Business Association (SBA) Loan Closer IV
• *TD Description:**
• *About TD Bank, America's Most Convenient Bank®**
TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing over 9.8 million customers with a full range of retail, small business and commercial banking products and services at more than 1,100 convenient locations throughout the Northeast, Mid-Atlantic, Metro
**389777BR**
• *Job Title
...
Small Business Association (SBA) Loan Closer IV
• *TD Description:**
• *About TD Bank, America's Most Convenient Bank®**
TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing over 9.8 million customers with a full range of retail, small business and commercial banking products and services at more than 1,100 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Auto Finance, a division of TD Bank, N.A., offers vehicle financing and dealer commercial services. TD Bank and its subsidiaries also offer customized private banking and wealth management services through TD Wealth®. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit . Find TD Bank on Facebook at and on Twitter at and .
TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD". To learn more, visit .
We offer a competitive salary and benefit program, including: comprehensive, affordable health care through medical, dental, and vision coverage; financial security with life and disability insurance; opportunities to save using health savings and flexible spending accounts; retirement benefits to help prepare for the future; paid time off and work/life benefits to maintain a good balance.
• *Auto req ID:**
389777BR
• *Department Overview:**
The SBA Loan Specialist IV is responsible for all aspects of SBA loan origination in accordance with Bank policies, procedures, and regulatory requirements, as well as the Standard Operating Procedures of the US Small Business Administration. The job requires in-depth knowledge of SBA loan closing requirements and ability to evaluate and execute independently.
• *Country:**
United States, US TD Footprint
• *Job Requirements:**
• year degree or equivalent experience required
• years of SBA loan closing experience
Comprehensive knowledge of SBA, federal and state regulations and UCC and banking regulations
Excellent documentation skills
Excellent knowledge of Banking Systems
Strong verbal and written communication skills
Strong PC skills including Word, Excel, Access and other Microsoft products
• *Hours:**
40
• *Job Description:**
Applies comprehensive knowledge of SBA Standard Operating Procedures to various transactional situations, adhering to both SBA eligibility and bank policy, to autonomously solve for the most complex of SBA loan
Maintains expert knowledge of SBA loan documentation, collateral perfection, title insurance, UCC filing, compliance requirements, etc.
Assists in the review of other Loan Specialist loan files for completion, accuracy and due diligence as well as loan documentation and funding requirements
Acts as coverage in Manager absence
Performs leadership functions including departmental reporting, development and maintenance of training material, resolving process escalations, participating in audit work and spearheading special projects, as needed
Participates as Subject Matter Expert for projects, as well as systems testing and updates
Trains Loan Specialists; advises lower level Loan Specialists on how to handle problematic scenarios impacting loan processing
Partners cross-functionally across TD's organization to provide strategic and tactical thought to effectively drive results
Independently manages a loan pipeline from origination through closing in accordance with Bank policies and procedures, as well as SBA Standard Operating Procedures
Provides documentation and Bank policy and procedure guidance to all lending areas
Serves as a SBA resource to support departments
Establishes and manages relationships, as applicable, with Business Development Officers, Credit Management, operations teams and others, as needed
Acts as liaison with Bank Counsel, Compliance Dept, ABL, Derivatives, CREA, and other various parties to the loans, as needed
Ensures that all required loan conditions (insurance, collateral, etc.) are sufficient and properly documented in compliance with Bank policy
Ensures deadlines are met
Ensures loan documentation is complete and accurate. Addresses any exceptions
Partners with Closing Specialist team to ensure that loans are funded and booked accurately and timely
Manages special projects and performs duties, as required
• *Inclusiveness:**
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach their potential.
If you are a candidate with a disability and need an accommodation to complete the application process, email the TD Bank US Workplace Accommodations Program at . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.
EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.
• *State:**
Connecticut, District of Columbia, Delaware, Florida, Georgia, Massachusetts, Maryland, Maine, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, Vermont, TD Footprint
• *City:**
Atlanta, Baltimore City, Boston, Burlington, Charlotte, Cherry Hill, Concord, Dallas, Fairfield, Greenville, Miami, Mount Laurel, New York, Philadelphia, Portland, Providence, TD Footprint, Vienna, Washington, Wilmington
• *Work Location:**
4140 Church Road
• *Business Line:**
TD Bank AMCB
• *Job Category - Primary:**
Commercial Banking
• *Job Category(s):**
Commercial Banking, Legal Services / Counsel, Risk Management
• *State (Primary):**
New Jersey
• *State #2:**
New York
• *State #3:**
Florida
• *State #4:**
Massachusetts
• *State #5:**
Pennsylvania
• *State #6:**
South Carolina
• *State #7:**
Connecticut
• *State #8:**
New Hampshire
• *State #9:**
Maine
• *State #10:**
Vermont
• *City (Primary):**
Mount Laurel
• *City #2:**
New York
• *City #3:**
Miami
• *City #4:**
Boston
• *City #5:**
Philadelphia
• *City #6:**
Greenville
• *City #7:**
Fairfield
• *City #8:**
Concord
• *City #9:**
Portland
• *City #10:**
Burlington
• *Job Family:**
Banking Operations
• *Time Type:**
Full Time
• *Employment Type:**
Regular
• *Hours/Availability Detail:**
Mon-Fri 8a-5p / 830a-530p
• *Job Searches Match:**
Statewide
• *State #11:**
Virginia
• *State #12:**
Maryland
• *State #13:**
Delaware
• *State #14:**
Rhode Island
• *State #15:**
District of Columbia
• *State #16:**
North Carolina
• *State #17:**
Georgia
• *City#11:**
Vienna
• *City #12:**
Baltimore City
• *City #13:**
Wilmington
• *City #14:**
Providence
• *City #15:**
Washington
• *City #16:**
Charlotte
• *City #17:**
Atlanta
• *Pay Range:**
$27.25 - $43.75 hourly
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information Show more details...
• *Job Title
...
Small Business Association (SBA) Loan Closer IV
• *TD Description:**
• *About TD Bank, America's Most Convenient Bank®**
TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing over 9.8 million customers with a full range of retail, small business and commercial banking products and services at more than 1,100 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Auto Finance, a division of TD Bank, N.A., offers vehicle financing and dealer commercial services. TD Bank and its subsidiaries also offer customized private banking and wealth management services through TD Wealth®. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit . Find TD Bank on Facebook at and on Twitter at and .
TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD". To learn more, visit .
We offer a competitive salary and benefit program, including: comprehensive, affordable health care through medical, dental, and vision coverage; financial security with life and disability insurance; opportunities to save using health savings and flexible spending accounts; retirement benefits to help prepare for the future; paid time off and work/life benefits to maintain a good balance.
• *Auto req ID:**
389777BR
• *Department Overview:**
The SBA Loan Specialist IV is responsible for all aspects of SBA loan origination in accordance with Bank policies, procedures, and regulatory requirements, as well as the Standard Operating Procedures of the US Small Business Administration. The job requires in-depth knowledge of SBA loan closing requirements and ability to evaluate and execute independently.
• *Country:**
United States, US TD Footprint
• *Job Requirements:**
• year degree or equivalent experience required
• years of SBA loan closing experience
Comprehensive knowledge of SBA, federal and state regulations and UCC and banking regulations
Excellent documentation skills
Excellent knowledge of Banking Systems
Strong verbal and written communication skills
Strong PC skills including Word, Excel, Access and other Microsoft products
• *Hours:**
40
• *Job Description:**
Applies comprehensive knowledge of SBA Standard Operating Procedures to various transactional situations, adhering to both SBA eligibility and bank policy, to autonomously solve for the most complex of SBA loan
Maintains expert knowledge of SBA loan documentation, collateral perfection, title insurance, UCC filing, compliance requirements, etc.
Assists in the review of other Loan Specialist loan files for completion, accuracy and due diligence as well as loan documentation and funding requirements
Acts as coverage in Manager absence
Performs leadership functions including departmental reporting, development and maintenance of training material, resolving process escalations, participating in audit work and spearheading special projects, as needed
Participates as Subject Matter Expert for projects, as well as systems testing and updates
Trains Loan Specialists; advises lower level Loan Specialists on how to handle problematic scenarios impacting loan processing
Partners cross-functionally across TD's organization to provide strategic and tactical thought to effectively drive results
Independently manages a loan pipeline from origination through closing in accordance with Bank policies and procedures, as well as SBA Standard Operating Procedures
Provides documentation and Bank policy and procedure guidance to all lending areas
Serves as a SBA resource to support departments
Establishes and manages relationships, as applicable, with Business Development Officers, Credit Management, operations teams and others, as needed
Acts as liaison with Bank Counsel, Compliance Dept, ABL, Derivatives, CREA, and other various parties to the loans, as needed
Ensures that all required loan conditions (insurance, collateral, etc.) are sufficient and properly documented in compliance with Bank policy
Ensures deadlines are met
Ensures loan documentation is complete and accurate. Addresses any exceptions
Partners with Closing Specialist team to ensure that loans are funded and booked accurately and timely
Manages special projects and performs duties, as required
• *Inclusiveness:**
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach their potential.
If you are a candidate with a disability and need an accommodation to complete the application process, email the TD Bank US Workplace Accommodations Program at . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.
EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.
• *State:**
Connecticut, District of Columbia, Delaware, Florida, Georgia, Massachusetts, Maryland, Maine, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, Vermont, TD Footprint
• *City:**
Atlanta, Baltimore City, Boston, Burlington, Charlotte, Cherry Hill, Concord, Dallas, Fairfield, Greenville, Miami, Mount Laurel, New York, Philadelphia, Portland, Providence, TD Footprint, Vienna, Washington, Wilmington
• *Work Location:**
4140 Church Road
• *Business Line:**
TD Bank AMCB
• *Job Category - Primary:**
Commercial Banking
• *Job Category(s):**
Commercial Banking, Legal Services / Counsel, Risk Management
• *State (Primary):**
New Jersey
• *State #2:**
New York
• *State #3:**
Florida
• *State #4:**
Massachusetts
• *State #5:**
Pennsylvania
• *State #6:**
South Carolina
• *State #7:**
Connecticut
• *State #8:**
New Hampshire
• *State #9:**
Maine
• *State #10:**
Vermont
• *City (Primary):**
Mount Laurel
• *City #2:**
New York
• *City #3:**
Miami
• *City #4:**
Boston
• *City #5:**
Philadelphia
• *City #6:**
Greenville
• *City #7:**
Fairfield
• *City #8:**
Concord
• *City #9:**
Portland
• *City #10:**
Burlington
• *Job Family:**
Banking Operations
• *Time Type:**
Full Time
• *Employment Type:**
Regular
• *Hours/Availability Detail:**
Mon-Fri 8a-5p / 830a-530p
• *Job Searches Match:**
Statewide
• *State #11:**
Virginia
• *State #12:**
Maryland
• *State #13:**
Delaware
• *State #14:**
Rhode Island
• *State #15:**
District of Columbia
• *State #16:**
North Carolina
• *State #17:**
Georgia
• *City#11:**
Vienna
• *City #12:**
Baltimore City
• *City #13:**
Wilmington
• *City #14:**
Providence
• *City #15:**
Washington
• *City #16:**
Charlotte
• *City #17:**
Atlanta
• *Pay Range:**
$27.25 - $43.75 hourly
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information Show more details...
via Salary.com
schedule_type: Full-time
Position Purpose
The AVP, SBA Credit Officer has primary responsibility for managing a staff of Credit Analysts for the Bank’s SBA Loan division. The role is responsible for ensuring that SBA loan originations and the credit renewal/modification/extension pipelines are managed efficiently and effectively (within agreed upon metrics) in order to provide customers and SBA/Commercial Lenders with a... seamless loan process. The role is the primary
Position Purpose
The AVP, SBA Credit Officer has primary responsibility for managing a staff of Credit Analysts for the Bank’s SBA Loan division. The role is responsible for ensuring that SBA loan originations and the credit renewal/modification/extension pipelines are managed efficiently and effectively (within agreed upon metrics) in order to provide customers and SBA/Commercial Lenders with a... seamless loan process. The role is the primary escalation point for all questions and issues that are brought forward by the analyst team and for SBA/Commercial Lenders that the team supports.
Position Responsibilities
• Provides Management and Leadership to SBA Loan Origination process and Renewal/Modification/Extension of the Bank’s SBA Loan Portfolio.
• Provides Credit Memo drafting as a primary function as well as support to the Lending Team in terms of financial and collateral spread and analysis.
• Confirms eligibility for every SBA loan to be underwritten. Maintains a process for timely underwriting all SBA loans in accordance with the SBA SOP.
• Assists with regularly scheduled SBA Loan Committee (SLC) meetings and is a voting member of the SLC.
• Works closely with the SBA Credit Officer and the bank’s Chief Credit Officer on the development of the SBA loan process within ABRIGO. Creates and implements proper processes and work-flow to ensure a consistent and replicable process is in place.
• Develops and writes procedures for the SBA loan processes and work-flows.
• Keeps on top of industry best practices and is constantly looking for, proposing, and implementing new technology to enable better internal customer service and accuracy.
• Provides quality service to internal managers through personal and business financial statement analysis utilizing internal and external technology and resources relative to SBA based lending proposals.
• Interacts with management and board committees relative to overall credit risk assessments and analysis.
• Attends customer meetings, calls and participates in conference calls when appropriate to obtain a better understanding of the nature of the business and the purpose of the credit request.
• Ensures all risk ratings are appropriate and updated as needed.
• Works with SBA, as well as, internal and external auditors/reviewers to ensure adherence to policies, procedures and regulations.
• Manages performance of the SBA credit analyst team and conducts performance reviews within the processes of the Bank.
• Identifies ongoing training needs of the team and works with the VP, SBA Senior Credit Officer to create strategies to correct deficiencies as needed.
• Mentors and coaches analysts within the team to help develop their skills.
• Works with the analysts to solve complex credit issues and ensure that the final work product is in line with the Bank’s expectations.
• Participates on miscellaneous special projects or assignments as required
Minimum Education & Experience
• 5 years’ experience commercial underwriting and analysis in SBA, CRE & C&I.
• Thorough knowledge of the SBA SOP’s covering SBA Lender and Development Company Loan Programs and Servicing and Liquidation
• Proven experience managing a loan pipeline and work-flow.
• Previous team lead/supervisory experience.
• Ability to coach, mentor, develop and lead a team of experienced loan analysts.
Technical Knowledge and Skills
• Microsoft office software suite (Word, Excel, PowerPoint).
• Statement Analyzer (within ABRIGO) or similar financial statement analysis software experience.
• Excellent oral and written communication skills.
• Highly analytical in nature.
• Ability to multi-task and deliver accurate results within established service level timeframes.
Other
Ability to travel as needed.
Compliance
It is the responsibility of each bank staff member and of management to adhere to policies and procedures designed to implement compliance with the laws and regulations to which the bank is subject. Each bank staff and management member shall be accountable for understanding how compliance with laws and regulations affects the performance of their day-to-day duties, for completing compliance training as assigned and for carrying out those duties in a manner to achieve compliance with those laws and regulations.
The above mentioned are intended to describe the general nature and level of work performed rather than to be an inclusive list of all duties, responsibilities and skills required for the position. Job duties may be changed at anytime at management’s discretion. The job description is not intended to create contractual obligations of any kind.
Capital Bank, N.A. is an Affirmative Action and Equal Opportunity Employer Show more details...
The AVP, SBA Credit Officer has primary responsibility for managing a staff of Credit Analysts for the Bank’s SBA Loan division. The role is responsible for ensuring that SBA loan originations and the credit renewal/modification/extension pipelines are managed efficiently and effectively (within agreed upon metrics) in order to provide customers and SBA/Commercial Lenders with a... seamless loan process. The role is the primary escalation point for all questions and issues that are brought forward by the analyst team and for SBA/Commercial Lenders that the team supports.
Position Responsibilities
• Provides Management and Leadership to SBA Loan Origination process and Renewal/Modification/Extension of the Bank’s SBA Loan Portfolio.
• Provides Credit Memo drafting as a primary function as well as support to the Lending Team in terms of financial and collateral spread and analysis.
• Confirms eligibility for every SBA loan to be underwritten. Maintains a process for timely underwriting all SBA loans in accordance with the SBA SOP.
• Assists with regularly scheduled SBA Loan Committee (SLC) meetings and is a voting member of the SLC.
• Works closely with the SBA Credit Officer and the bank’s Chief Credit Officer on the development of the SBA loan process within ABRIGO. Creates and implements proper processes and work-flow to ensure a consistent and replicable process is in place.
• Develops and writes procedures for the SBA loan processes and work-flows.
• Keeps on top of industry best practices and is constantly looking for, proposing, and implementing new technology to enable better internal customer service and accuracy.
• Provides quality service to internal managers through personal and business financial statement analysis utilizing internal and external technology and resources relative to SBA based lending proposals.
• Interacts with management and board committees relative to overall credit risk assessments and analysis.
• Attends customer meetings, calls and participates in conference calls when appropriate to obtain a better understanding of the nature of the business and the purpose of the credit request.
• Ensures all risk ratings are appropriate and updated as needed.
• Works with SBA, as well as, internal and external auditors/reviewers to ensure adherence to policies, procedures and regulations.
• Manages performance of the SBA credit analyst team and conducts performance reviews within the processes of the Bank.
• Identifies ongoing training needs of the team and works with the VP, SBA Senior Credit Officer to create strategies to correct deficiencies as needed.
• Mentors and coaches analysts within the team to help develop their skills.
• Works with the analysts to solve complex credit issues and ensure that the final work product is in line with the Bank’s expectations.
• Participates on miscellaneous special projects or assignments as required
Minimum Education & Experience
• 5 years’ experience commercial underwriting and analysis in SBA, CRE & C&I.
• Thorough knowledge of the SBA SOP’s covering SBA Lender and Development Company Loan Programs and Servicing and Liquidation
• Proven experience managing a loan pipeline and work-flow.
• Previous team lead/supervisory experience.
• Ability to coach, mentor, develop and lead a team of experienced loan analysts.
Technical Knowledge and Skills
• Microsoft office software suite (Word, Excel, PowerPoint).
• Statement Analyzer (within ABRIGO) or similar financial statement analysis software experience.
• Excellent oral and written communication skills.
• Highly analytical in nature.
• Ability to multi-task and deliver accurate results within established service level timeframes.
Other
Ability to travel as needed.
Compliance
It is the responsibility of each bank staff member and of management to adhere to policies and procedures designed to implement compliance with the laws and regulations to which the bank is subject. Each bank staff and management member shall be accountable for understanding how compliance with laws and regulations affects the performance of their day-to-day duties, for completing compliance training as assigned and for carrying out those duties in a manner to achieve compliance with those laws and regulations.
The above mentioned are intended to describe the general nature and level of work performed rather than to be an inclusive list of all duties, responsibilities and skills required for the position. Job duties may be changed at anytime at management’s discretion. The job description is not intended to create contractual obligations of any kind.
Capital Bank, N.A. is an Affirmative Action and Equal Opportunity Employer Show more details...
Norton safe Web