SBA Client Success Specialist

Banesco USA; United States; Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

PTO

Hybrid Work Model

Tuition Reimbursement

Paid Parental Leave

Medical, Dental, Vision

401(k) retirement plan

Life Insurance

Short-Term Disability

Long-Term Disability

Job summary

Banesco USA is seeking an SBA Client Success Specialist to support the SBA Sales unit. You will prepare term sheets, start SBA applications, and coordinate documentation with borrowers, brokers and officers.

You will review documents for accuracy, perform due diligence, and manage vendor reports. The role requires bilingual English/Spanish skills, strong communication, and familiarity with SBA processes. Hybrid work model offered.

Qualifications

• High School Diploma or equivalent experience.
• Experience in a customer service role or call center environment is preferred.
• Strong verbal and written communication skills in English and Spanish.
• Proficiency in Microsoft Office (Word, Excel, Power Point, etc.).
• Knowledge of banking compliance regulations is a plus.

Responsibilities

• Prepare SBA Term Sheets and start applications in the Loan Operating System.
• Communicate with borrowers, brokers and BDOs to explain requirements and next steps.
• Support Business Development Officers to ensure a positive customer experience.
• Conduct due diligence searches (SAM.gov, CAIVRS, UCC, LexisNexis, OFAC, etc.).
• Order third party reports (appraisals, environmental reports, valuations, site inspections).
• Process invoice payments and vendor onboarding as applicable.
• Assist with file reviews to meet SBA SOP requirements prior to SBA submission.

Skills

Customer service

Bilingual English/Spanish

Communication skills

MS Office

Education

High School Diploma

Tools

Microsoft Office

Job description

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

• Must be able to work core business hours in Pacific Standard Time (PST), regardless of your physical location.
• 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.

Benefits

• Competitive Salary.
• PTO
• Hybrid Work Model (remote and on-site work)
• Tuition Reimbursement.
• Paid Parental Leave
• Medical, Dental, Vision
• 401(k) retirement plan.
• Life Insurance
• Supplemental Insurances
• Short-Term & Long-Term Disability

About Us

Banesco USA is part of Banesco International, a worldwide group of financial institutions with a presence in 15 countries. As a corporation in continuous evolution, we promote the ongoing professional and personal development of our employees, by embracing challenges and adapting to the changing environment of today’s world. We aim to develop integral human beings, committed to making a difference at the workplace and out in the world. Our actions are rooted in our Values: Reliability, Responsibility, Quality, and Innovation. We believe that we all have the same ability to transform our daily tasks into significant contributions, and therefore, Leave Our Mark. At Banesco USA, one of our most valued assets is our enthusiastic team, which strives every day to create a world-class organization in an ever-changing world. Together, our team has made us a market leader and we invite you to join us.