Senior Loan Packaging & Closing Specialist

🔥 0 minutes ago

🐊 Florida, South Carolina – Remote

🐊 Florida – Remote 🌴 South Carolina – Remote

⏰ Full Time

🟠 Senior

✨ Loan Specialist

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

HomeTrust Bank

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1926

🏦 Banking

💸 Finance

Banking • Finance

HomeTrust Bank is a regional commercial bank headquartered in Asheville, North Carolina that provides a full range of personal and business banking services. Its offerings include checking and savings accounts, CDs and IRAs, mortgages for purchase and refinance (including government-backed and jumbo loans), home equity and personal loans, business and commercial lending, treasury and merchant services, wealth management and investment services, and digital banking features like online and mobile banking, mobile deposits, Zelle, and mobile wallet integration. The bank serves retail customers, small businesses and commercial clients with both branch and digital channels and emphasizes local community engagement and financial education.

📋 Description

• This position is responsible for the loan processing (packaging and closing) of all SBA and USDA loans. • Work closely with the SBA Lending Team, attorneys, third-party vendors, and other internal departments to process, close, and manage the SBA relationships with the highest degree of SBA loan program compliance. • Provide administrative support relative to SBA loan origination and closing process and spearhead communication with clients, borrowers, brokers, government entities, and other third parties exercising discretion and judgment. • Manage the Commercial Loan Pipeline (CLP) record after the initial entry by the Relationship Manager, and monitor and update status through each phase of process. • Assist in the collection and review of required application and financial documents to establish the SBA Borrower Checklist. • Responsible for maintaining the SBA Client File in accordance with the Bank's file folder structure and ensuring documentation is saved to the appropriate subfolders using the Bank's established naming conventions. • Draft, review, and manage the SBA Borrower Checklist, SBA Forms including Forms 1919 and 159, Loan Authorizations, ETRAN Terms and Conditions, and Loan Commitment Letters. • Ensure loans are closed in compliance with the Bank's and SBA's policies and procedures.

🎯 Requirements

• High school diploma or equivalent required. • 5+ years of loan processing experience, with 2+ years of experience in SBA packaging/closing. • Experience in reviewing title work/title insurance. • Experience in reviewing property, liability, and flood insurance policies. • Experience with SBA programs, E-Tran, processing requirements, and the Standard Operating Procedure as it pertains to job functions. • Experience managing client relationships and processes. • Communicatively strong in conversational interactions and conflict resolution. • Proficient with SharePoint and ShareFile. • Above average communications skills with emphasis on listening and problem-solving skills. • Demonstrated ability to handle multiple tasks simultaneously and exceptional organization skills. • Ability to understand and use bank policies and procedures to ensure operational efficiency and regulatory compliance in conjunction with the SBA’s Standard Operating Procedures and USDA’s Policies and Procedures. • Ability to prioritize duties and work independently. • Self-motivated with excellent attention to detail. • Ability to meet designated deadlines while remaining flexible to changing assignments. • Must be able to work in a team environment and contribute to building a positive team atmosphere. • Proficient in Microsoft Office products.

🏖️ Benefits

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Health insurance • 401(k) matching • Paid time off • Flexible work hours • Professional development opportunities