SBA Loan Coordinator I

Susser Bank; Dallas, Fort Worth (TX, TX); On-site; USD 60,000 - 85,000; Full time

Job summary

Susser Bank seeks an SBA Loan Closer & Coordinator to manage loan closings with accuracy and strict regulatory compliance. You will coordinate with borrowers, lenders, title companies, attorneys and underwriters to prepare and review documentation, ensure eligibility, and secure timely funding.

Responsibilities include preparing borrower checklists within 48 hours of file assignment, ordering third party reports, maintaining origination and servicing records, and safeguarding the SBA Guaranty.

Qualifications

• Bachelor's degree preferred; high school diploma accepted with relevant SBA experience.
• 3–5 years SBA loan processing/closing experience.
• Knowledge of SBA SOPs and loan documentation systems.
• Proficient with LaserPro and DocuSign.
• Strong organizational and communication skills.

Responsibilities

• Maintain knowledge of Bank regulations incl. BSA.
• Provide timely customer service to clients and partners.
• Assist in collecting documents for underwriting.
• Review loan files to determine closing information.
• Prepare Borrower Checklist within 48 hours of file assignment.
• Coordinate calls to review lender commitments and closing requirements.
• Order third party searches and ensure underwriter review.
• Input and maintain files in origination software.
• Prepare SBA applications and closing documents.
• Safeguard SBA Guaranty and review authorization.
• Maintain loan documentation reflecting approved terms.
• Coordinate closing with title, attorneys, etc.
• Ensure funds disbursement per SOP and post fees.
• Pre-Closing audit and post-closing ticklers within 90 days.
• Communicate effectively with all parties.
• Attend specialty courses.
• Assist management in policies.
• Other duties as assigned.

Skills

Attention to detail

Strong communication

Organizational skills

Time management

Independent worker

Team player

Education

Bachelor's degree preferred

SBA knowledge/experience

Tools

LaserPro

DocuSign

Xperience

Salesforce

Job description

Our mission is to establish long-term, mutually beneficial financial relationships with our clients, team members and community. We will:

• Recruit, reward and retain a team of market leading professionals.
• Collaborate with clients to analyze and understand their financial challenges and opportunities.
• Develop and provide access to a unique set of financial solutions.
• Directly engage in community social, educational, and philanthropic activities.

Principal Duties and Responsibilities

• The SBA Loan Closer & Coordinator will maintain current knowledge and consistent compliance with all Bank regulations, policies and procedures related to the position including those related to the Bank Secrecy Act (BSA).
• Provide timely and accurate customer service in a professional manner to customers, employees, and business partners.
• Assist in the collection of the documents necessary to submit loan files to underwriting.
• Review assigned loan files and determine the information required for closing.
• Prepare Borrower Checklist within 48 hours of file assigned.
• Coordinate and facilitate call with all parties to review lender commitment, loan conditions, timelines, and closing requirements.
• Order third party searches and reports. Ensure Underwriter has reviewed, approved, or added comment appropriately.
• Input and maintain files in the origination software and servicing core processing systems.
• Prepare and submit SBA application via ETRAN. Prepare closing documents for signature and submission to SBA (Delegated or Non-Delegated Authority), if applicable.
• Functionally serve as a second line of defense to safeguard the SBA Guaranty. Prepare and review SBA Authorization for accuracy and SOP compliance and ensure terms and conditions correspond with approval documentation.
• Maintain all loan documentation and ensure loan file accurately reflects the approved loan terms and protects the SBA Guaranty
• Coordinates closing with title company, attorneys, brokers, certified development companies, et al. Understands each party’s responsibilities and procedures, inclusive of title insurance (exceptions, endorsements, etc.), title instruction letters and perfection of all collateral.
• Ensure funds are disbursed as per the eligibility of the SOP correctly and all fees are posted to the applicable general ledger accounts.
• Complete Pre-Closing audit of loan file and coordinate secondary review by manager or supervisor.
• Track and clear all post-closing tickler items within 90 days of after closing.
• Communicate effectively with all parties involved in the transaction.
• Maintain a strong working knowledge of the SBA SOP, required forms, and Application documents.
• Attend specialty courses, as directed by supervisor or management.
• Assist management in defining and implementing policies and procedures.
• Other duties as assigned.

Education, Experience, Skills and Character

• A Bachelor of Science or Arts degree from an accredited university is preferred. The minimum education is a High School Diploma subject to direct experience in the following areas:
• SBA loan processing/closing.
• Commercial Loan Processor, or Document Preparation.
• SBA Loan Coordinator I direct industry experience: A minimum of 3 – 5 years.
• Typically viewed as a specialist within discipline.
• Working knowledge of SBA SOPs.
• Prefer working knowledge of loan documentation system (Laser Pro, DocuSign).
• Prefer working knowledge of Bank Core Systems (Xperience, BankPoint, Salesforce).
• Proficient in word processing and spreadsheets (Word, Excel).
• Strong organizational skills.
• Ability to work independently and as part of a team.
• Ability to accept feedback and guidance.
• Exceptional communication skills (verbal, writing, listening).
• Strong attention to details, accuracy, time management.
• Self-driven and able to work in an environment with limited definition.
• Strong multi-tasker.

Susser Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.