Under general supervision, uses specialized knowledge and skills to process small business loans and prepare settlement documents, responding to inquiries and reconciling client and lender positions
Job Summary
Under general supervision, uses specialized knowledge and skills to process small business loans and prepare settlement documents, responding to inquiries and reconciling client and lender positions.
Obtains required documentation, inputs loan data into settlement and SBA systems, coordinates settlements, prepares settlement packages for funding, and processes monthly loan certificate inventory.
Raymond James fosters a people-first culture that honors, values, and respects the uniqueness, experiences, and backgrounds of all associates, expecting them to grow professionally, collaborate, decide pragmatically, deliver results, and improve continuously.
Matching Summary
Under general supervision, uses specialized knowledge and skills to process small business loans and prepare settlement documents, responding to inquiries and reconciling client and lender positions.
Skills & Requirements
Must-have
Small business loan processing
SBA loan documentation
Loan data input
Reconciliation of payments
Customer service liaison
Nice-to-have
Client-first focus
Integrity and independence
Conservative long-term view
Continuous evolution contribution
Key Requirements
1-3 years small business loan processing experience