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SBA Loan Documentation Specialist

Heritage Bank NA Sioux Falls ,SD
  • Expired: 28 days ago. Applications are no longer accepted.
Job Description

Title: SBA Loan Documentation Specialist

Location: Location Open (Willmar, Sioux Falls, Sioux City)

Position Summary:

The SBA Documentation Specialist (SDS) is part of the Loan Operations Team, working with Universal Bankers, Ag and Commercial Relationship Managers, as well as Portfolio and Credit Managers, who have primary responsibility for customer relationships.

The SBA Documentation Specialist provides documentation and security perfection services for Non-RE Consumer, Ag, and Commercial loan requests and renewals. Leading by example, the Senior Documentation Specialist provides leadership and support to loan staff. They also create loan documentation for new and renewing Non-RE Consumer loans, Ag and Commercial loans, including various Government Guaranteed and participation loans, manage recorded documents and filings, create adverse action notices, process paid loan documents and releases, and maintain compliance and other governmental reporting

PRIMARY JOB ACCOUNTABILITIES:

  • Provide guidance and leadership to loan staff
  • Prepare loan documentation for Non-RE Consumer, Agricultural and Commercial loans in compliance with Federal and State regulations and Bank policies
  • Book loans and accurately process payments for in-house, Gov’t guarantee, and participation loans
  • Maintain department records, loan files, collateral vault, and computerized tickler and imaging systems
  • Provide accurate and timely communication with internal and external customers
  • Prepare and distribute loan reports
  • Perfect and manage Bank’s collateral
  • Manage hazard and flood insurance
  • Perform Quality Assurance reviews
  • Provide support for various loan vendors and software programs
  • Prepare and mail loan adverse action notices and /or withdrawal letters

Education

  • Associate’s Degree or higher in business related field or equivalent experience preferred

Required Experience

  • 5+ years Ag/Commercial loan processing
  • Knowledge of SBA documentation processes and procedures a plus
  • 5+ years banking experience a plus
  • LaserPro experience a plus

Other Skills/Characteristics

  • Ability to communicate well with clients and employees
  • Multi-tasking
  • Positive attitude
Company Description
At Heritage Bank, we're not all "About Us." We are about you... our customers, our communities and our employees.

Heritage Bank's mission is to help people succeed financially. Specifically, that means:

Helping our customers meet their goals and achieve their dreams
Supporting our communities and helping them thrive
Providing a gainful and enjoyable workplace for our employees
Providing a sound and profitable return for our investors

Our products have evolved along with the communities we serve. With $400 million in assets and 7 offices in throughout Minnesota, Iowa and South Dakota, we have grown steadily over the generations. Yet, our mission as a traditional, community-focused bank remains the same... it's our heritage.

Heritage Bank offers a competitive compensation and benefits package to include health, dental, vision, life, LTD, STD, supplemental insurance, 401k, Roth, 10.5 paid holidays, lots of PTO, and company ownership through our Employee Stock Ownership Plan!

Heritage Bank is an Employee Owned Bank

Equal Opportunity Employer

Heritage Bank NA

At Heritage Bank, we're not all "About Us." We are about you... our customers, our communities and our employees. Heritage Bank's mission is to help people succeed financially. Specifically, that means: Helping our customers meet their goals and achieve their dreams Supporting our communities and helping them thrive Providing a gainful and enjoyable workplace for our employees Providing a sound and profitable return for our investors Our products have evolved along with the communities we serve. With $400 million in assets and 7 offices in throughout Minnesota, Iowa and South Dakota, we have grown steadily over the generations. Yet, our mission as a traditional, community-focused bank remains the same... it's our heritage. Heritage Bank offers a competitive compensation and benefits package to include health, dental, vision, life, LTD, STD, supplemental insurance, 401k, Roth, 10.5 paid holidays, lots of PTO, and company ownership through our Employee Stock Ownership Plan! Heritage Bank is an Employee Owned Bank Equal Opportunity Employer

Address

Sioux Falls, SD
USA