Part-time Loan Specialist - Sba

Raymond James

Remote
Remote
Small business loan processing
Sba loan documentation
Loan settlement preparation
Raymond James is seeking a part-time Loan Specialist to manage small business loan processing and settlement documentation. The role requires strong customer service skills and knowledge of banking and finance principles, with a focus on remote work

Job Summary

  • Under general supervision, uses specialized knowledge and skills obtained through training and experience to process small business loans and prepare settlement documents.
  • Extensive contact with internal and external customers is required to obtain, clarify or provide facts and information and to identify, research, and resolve problems.
  • This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.

Matching Summary

Match Score: 85

Raymond James is seeking a part-time Loan Specialist to manage small business loan processing and settlement documentation. The role requires strong customer service skills and knowledge of banking and finance principles, with a focus on remote work.

Skills & Requirements

Must-have

  • Small business loan processing
  • SBA loan documentation
  • Loan settlement preparation
  • Financial reconciliation
  • Client and lender communication

Nice-to-have

  • Client-first approach
  • Independent work ethic
  • Effective communication skills
  • Problem-solving abilities

Key Requirements

  • Associate's Degree or equivalent combination of education and experience
  • 1-3 years of small business loan processing experience
  • High School Diploma required
  • 13 months to 3 years general experience

Work Rights

Not specified

Tailored Resume

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