SBA Loan Administrator

Meridian Bank PA; Philadelphia (Philadelphia County); Vor Ort; USD 65.000 - 90.000; Vollzeit

Zusammenfassung

Meridian Bank is seeking an SBA lending support professional to coordinate the department’s work and process loan and deposit requests across the customer lifecycle.

You will serve SBA loan officers, handle confidential administrative tasks, and ensure compliance with regulatory requirements while delivering excellent customer service. This role supports multiple Meridian Bank locations and requires strong attention to detail and teamwork.

Qualifikationen

• Bachelor’s degree in Finance or related field or equivalent work experience
• 3 years SBA lending experience
• Ability to work in a team environment
• Strong attention to detail with financial and legal documents
• Knowledge of banking systems including primary database and online systems
• Strong computer skills (MS Office, etc.)
• High degree of attention to detail and ability to multitask

Aufgaben

• Provides direct support to the SBA Lending unit for the customer service and processing of loan and other products through the entire customer life cycle
• Provides service support to SBA loan officers by assisting with all client servicing needs
• Performs diverse, advanced and confidential administrative support functions
• Services internal and external customers with excellent customer service which includes answering customer queries and completing administrative work to process loan and deposit requests
• External Customer support – provides external customer support for inbound servicing inquiries related to any of the client’s accounts
• Coordinates closing of SBA loans, communicating with the SBA loan officers, borrower, attorneys, title representatives, and construction consultants to assure the loan is closed and documented in accordance with the credit approval
• Communicating with and assisting SBA relationship managers to analyze and fund construction loan advance requests. Review appropriate backup documentation as presented by the customer, including construction inspection reports, title bring downs, and other relevant construction documentation
• Demonstrates and promotes Meridian Bank’s Core Values: Our Partners, Our People, Our Bank and Our Communities
• Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information
• Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place
• Communicates with management and coworkers in order to integrate goals and activities
• Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank’s compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
• Other duties as assigned

Kenntnisse

Teamwork

Attention to detail

MS Office

Communication

Organization

Ausbildung

Bachelor’s degree in Finance or related field

Tools

Primary database

Online banking systems

Jobbeschreibung

Responsible for performing various duties to support the SBA Department; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for this position. Reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.

Qualifications Required:

• Bachelor’s degree in Finance or related field; or equivalent work experience
• 3 years experience in a SBA lending environment
• Ability to work in a team environment
• Strong attention to detail with financial and legal documents
• Knowledge of banking systems including primary database and online systems
• Strong computer skills (MS Office, etc.)
• High degree of attention to detail and ability to multitask

Essential functions and responsibilities:

• Provides direct support to the SBA Lending unit for the customer service and processing of loan and other products through the entire customer life cycle
• Provides service support to SBA loan officers by assisting with all client servicing needs
• Performs diverse, advanced and confidential administrative support functions
• Services internal and external customers with excellent customer service which includes answering customer queries and completing administrative work to process loan and deposit requests
• External Customer support – provides external customer support for inbound servicing inquiries related to any of the client’s accounts
• Coordinates closing of SBA loans, communicating with the SBA loan officers, borrower, attorneys, title representatives, and construction consultants to assure the loan is closed and documented in accordance with the credit approval
• Communicating with and assisting SBA relationship managers to analyze and fund construction loan advance requests. Review appropriate backup documentation as presented by the customer, including construction inspection reports, title bring downs, and other relevant construction documentation;
• Demonstrates and promotes Meridian Bank’s Core Values: Our Partners, Our People, Our Bank and Our Communities
• Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information
• Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place
• Communicates with management and coworkers in order to integrate goals and activities
• Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank’s compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
• Other duties as assigned

Success factors/job competencies:

• Organizational and time management skills
• Ability to work with little or no supervision
• Excellent interpersonal and communication skills
• Timely and regular attendance
• Completes work in a timely manner
• Actively seeks coaching

Physical demands, work environment, and location:

• Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment.
• Work environment: The noise level in this environment is minimal
• Location: Various Meridian Bank locations as assigned

Equal Opportunity Statement

• Meridian Bank supports a diverse workforce and is an Equal Opportunity Employer