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Careers

SBA Loan Closer/Processor

Location: Stamford, CT

Department: Patriot Small Business Lending (PSBL)

FT position

Description

Incumbent will be responsible for coordinating the SBA loan process through the various stages, including application submission, loan approval, and loan closing. The Loan Closer/Processor will work closely with the SBA Business Development Officer (“BDO”) and SBA Underwriter throughout the loan process but will be the primary facilitator during the loan closing process. Other responsibilities include SBA eligibility review, entering loans in to ETRAN, coordinating with Loan Operations for funding (including post-closing disbursements), and facilitating secondary market sales.

Requirements

  • Coordinate complete loan process including packaging and closing
  • Primary facilitator of loan closing (including documentation) and post-closing
  • Work with loan operations for loan funding
  • Manage ETRAN
  • Facilitate secondary market sales
  • Provide an exceptional customer experience
  • Represent Patriot Bank professionally

Skills and Qualifications

  • Strong understanding of SBA SOP
  • Strong communication, interpersonal, and organizational skills
  • Understanding of commercial loan operations
  • Microsoft Word/Excel
  • Verbal and written communication skills
  • Strong sense of integrity and ethics

Education/Experience

  • High School Diploma or GED required
  • Bachelor’s degree in a business field preferred
  • 3 years or more in a dedicated SBA operations role
  • 3 years or more in a commercial loan operations role

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