SBA Document Specialist

Job not on LinkedIn

🔥 2 minutes ago

🌲 North Carolina – Remote

🌲 North Carolina – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

👻 Ghost score 10%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Synovus

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1888

🏦 Banking

💸 Finance

Banking • Finance

Synovus is a regional bank and financial services company headquartered in Columbus, Georgia. For more than 130 years it has served customers and communities—hiring talent, offering careers, and emphasizing community relationships. Synovus provides consumer and commercial banking, lending, and wealth-management-related services across its regional footprint.

📋 Description

• Provide distinctive service to clients and prospects in person and by telephone • Respond to client inquiries and resolve client issues • Comply with Bank policies, procedures, applicable state and federal laws, and regulatory guidance • Stay current on laws, regulations, and procedures related to SBA and USDA lending • Complete required BSA, AML, CIP, and OFAC regulatory training • Assist Financial Advisors with obtaining, compiling, and verifying loan application information and borrower supporting documents • Coordinate preliminary processing of new loan packages, including preparing forms, updating checklists, setting up loan files, organizing and naming documents, and ordering credit reports, OFAC, CIP, Flood searches, and 8821 Requests for Transcripts • Partner with SBA Financial Advisors and SBA Closing Advisors to verify application and closing checklists and resolve potential closing issues • Serve as client liaison throughout the lending process • Collaborate with sales, credit, legal, and closing teams to ensure loan requirements are satisfied • Compile final loan documents for the closing process • Process borrower commitment letter deposits • Pay third-party invoices and log payments • Support day-to-day loan processing and departmental functions • Meet clients' business and personal financial needs and refer them to Trust, Investments, Insurance, Treasury Management, and other specialty areas • Assist team members to ensure distinctive service • Observe risk limits and report known or suspected violations • Perform other related duties as required

🎯 Requirements

• High School Diploma or Equivalent • Minimum of 10 years' experience in financial services, including 5 years' SBA documentation or other relevant experience • Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software • Knowledge of SBA Standard Operating Procedures (SOP) and processing requirements • Knowledge of USDA program parameters • Knowledge of federal and state banking regulations and compliance requirements related to lending and loan transaction processing, including internal audit requirements • Excellent interpersonal skills, including verbal and written communication skills • Effective analytical and problem-solving ability with strong attention to detail • Ability to work in a fast-paced environment and under pressure with a high degree of accuracy • Ability to work independently and collaboratively and prioritize daily tasks • Excellent client service skills • Tact and diplomacy in dealing with clients and team members • Ability to stand and sit for prolonged periods, use manual dexterity, communicate verbally, maintain visual acuity, perform repetitive motion, and hear • Ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp

🏖️ Benefits

• Equal Opportunity Employer committed to fostering an inclusive work environment

📊 Check your resume score for this job

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

Upload Resume