Loan Operations Officer
B:Side Capital is hiring a Loan Operation Officer. As a small non-profit lender, we believe in creating a culture where the pursuit of individual passion is supported and encouraged, a strong emphasis on living life, and the desire to have a positive impact within the communities we serve through collaboration. If you are interested in joining our dynamic team and enjoy employment with rich benefits and a four day workweek please apply for this opportunity.
Job Summary: The Loan Operations Officer at B:Side Capital is knowledgeable about the programs offered by B:Side Capital and maintains a special degree of expertise regarding the SBA 504 loan program, 7(a) program and direct loan programs. A Loan Operations Officer will manage critical tasks associated with loan packaging, file audits, document review, compliance with trailing eligibility, and tracking of original signatures. A Loan Operations Officer will provide excellent customer service to all parties involved in the process, including speaking with prospective clients and attending events as needed.
Major Duties, Tasks and Responsibilities:
Understand and appreciate the mission, values and customer service commitment of the organization;
Understand all loan programs offered through B:Side Capital with specific attention to the Small Business Administration 504, 7(a) and Direct Loan program;
Understand the Standard Operating Procedures and loan policies for loan programs offered at B:Side Capital. Primary focus will be placed on form compliance and file audit procedures;
Loan Onboarding: Pulling necessary reports and organizing received documents in an accurate and timely manner to allow loan officers to begin the underwriting process;
Loan Packaging: Assemble complete applications which meet the Small Business Administration requirements;
Provide support, and collaboration throughout application process, approval, closing and loan servicing;
Maintain and update loan-specific information within the B:Side Capital and SBA CAFS databases to ensure that full and complete information is kept and maintained;
Support other members of the loan production team in the processing, analysis, packaging and submission of small business loan requests as needed;
Collaboration throughout the organization on technology enhancements and process best practices;
Submit and verify tax transcripts;
Regular and predictable attendance;
Other duties as may be assigned.
Key Competencies:
Excellent communication and interpersonal skills
Customer satisfaction orientation
Detail oriented
Ability to manage multiple projects at a given time
Maintain consistently high quality of work
Value a collaborative and supportive work environment
Essential Qualifications:
Education: Must have a high school diploma or equivalency. Higher education is a bonus, but not required.
Experience: At least 2 years of experience in a related field
Organizational Relationships:
Supervision Received: Reports directly to the Lending and Priority Assets Director.
Status: Non-Exempt
Supervision Provided: None at this time
Link to apply: https://bside.bamboohr.com/careers/27?source=aWQ9MjE%3D