SBA Client Success Specialist

Banesco USA Inc; United States; On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

PTO

Hybrid Work Model

Tuition Reimbursement

Life Insurance

Supplemental Insurances

Short-Term & Long-Term Disability

Job summary

Banesco USA is seeking an SBA Client Success Specialist for our SBA Sales team. This full-time exempt role combines customer interaction with loan processing tasks in a hybrid environment (remote + on-site).

You will prepare SBA Term Sheets, initiate applications in the Loan Operating System, coordinate documentation, and communicate with borrowers, brokers, and officers to ensure smooth SBA approvals and a positive customer experience.

Qualifications

• Education: High School Diploma or equivalent.
• Experience: 1 year in a customer service role or call center.
• Proficiency in Microsoft Office and basic banking compliance awareness.

Responsibilities

• Prepare SBA Term Sheet and start application in Loan Operating System.
• Prepare and communicate checklist for initial required documentation.
• Review documentation for accuracy and completion; request updates as needed.
• Communicate with borrowers, brokers and BDOs to set clear expectations.
• Support BDOs in delivering a positive customer experience.
• Order third-party reports and manage related invoices.
• Work with the closing team to process withdrawn/declined loans.
• Ensure SBA file readiness and compliance prior to SBA submission.

Skills

Customer service

Bilingual English/Spanish

Microsoft Office

Education

High School Diploma

Tools

Microsoft Office Suite

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

SBA Client Success Specialist

Full-Time Exempt US

Job Title:

SBA Client Success Specialist

Banesco USA is seeking an SBA Client Success Specialist for our SBA Sales business unit.

Primary Job Duties:

• Prepare SBA Term Sheet
• Start application with Loan Operating System
• Prepare and communicate checklist for initial required documentation
• Review documentation for accuracy and completion, requesting updates as needed
• Communicate regularly with borrowers, brokers and Business Development Officers, ensuring clear expectations of what is required and next steps
• Support Business Development Officers in ensuring positive customer experience
• Perform and review due diligence searches including, but not limited to, SAM.gov, CAIVRS, UCC, LexisNexis, OFAC, Tax Transcripts, Experian Credit Reports
• Prepare and send new Broker packages for bank approval
• Order third party reports including, but not limited to, Residential Appraisals, Commercial Real Estate Appraisals, Environmental reports, Business Valuations, Site Inspections.
• Process invoice payments and vendor onboarding, when applicable.
• Work with the closing team to process Withdrawn/Declined loans, ensuring all origination fees were captured
• Complete full file reviews to ensure all required documentation is obtained and meet SBA SOP requirements prior to submitting to the SBA for approval
• Review and make updates within Etran for SBA submission, along with the review of SBA Terms and Conditions
• Maintain clean and accurate files, ensuring excess documents are removed, naming conventions are accurate and all files are uploaded timely
• Maintain current understanding of SBA policies, procedures and compliance
• Update and create procedures, as needed
• Performs other functions and/or duties as assigned.

Job Requirements:

• Education: High School Diploma or equivalent experience.
• Experience: One (1) year of experience in a customer service role or call center environment.
• Advance computer skills including but not limited to proficiency in Microsoft Office (Word, Excel, Power Point, etc.)
• Basic knowledge of related State and Federal banking compliance regulations.
• Strong verbal and written communication skills, ability to communicate at all levels of the organization.
• Must be bilingual in both English and Spanish. Ability to fluently speak, understand, read and write both languages.
• Strong attention to detail and accuracy.
• Ability to multi-task, with strong organization, time-management and prioritizing skills.
• Customer service skills, ensuring satisfaction of both internal and external customers.
• Ability to understand and comprehend instructions, procedures and policies ensuring compliance with the Bank’s policies and procedures.
• PTO
• Hybrid Work Model (remote and on-site work)
• Tuition Reimbursement.
• Life Insurance
• Supplemental Insurances
• Short-Term & Long-Term Disability