DFCU Financial
10824 N Dale Mabry Hwy, Tampa, FL 33618, USA
Job Description
Posted Saturday, February 8, 2025 at 5:00 AM Join the DFCU Financial team today, and discover the benefits, rewards, and development opportunities from one of the largest and best-managed credit unions in the country. The Opportunity:
We are seeking a full-time SBA Loan Closer in Tampa, FL to join our team. This role will prepare SBA forms and loan closing documents for submission to the SBA and ensure compliance with SBA SOP policies. Work with the loan officer, borrower, and external parties to successfully process the loan from approval to closing. What You’ll Do: Review assigned loan files and obtain required information for closing. Input and maintain files in SBA core processing system. Review SBA Terms and Conditions for accuracy and SOP compliance; ensure Terms and Conditions correspond with approval documentation. Coordinate closing with attorneys, borrowers, etc., understanding each party’s responsibility and procedures, inclusive of title insurance (exceptions, endorsements, etc.). Participate in loan closing and disburse loan proceeds to comply with SBA SOP. Complete initial audit of loan file and coordinate transfer to SBA Loan Operations for booking. Maintain knowledge of SBA principles, procedures, compliance requirements, and policies. Other duties, as assigned. What You'll Need: Bachelor's degree in business or finance, or equivalent work experience. Three years of SBA loan closing experience. Three years of loan documentation experience. Organizational skills with a high level of attention to detail. Ability to effectively handle multiple priorities and make decisions under time constraints. Proficient in Microsoft Excel, Word, and Outlook. Excellent interpersonal skills, including effective verbal and written communication. Consistent positive, cooperative, self-motivated, courteous, and professional attitude. Ability to provide superior service and function as a team player. What We Offer: Potential for a hybrid work schedule. 401k plan match, dollar for dollar up to 4%. 401k additional employer contribution after one year at 5%. Employee bonus program. Medical, dental, and vision insurance effective date of hire. Health savings account (HSA). Flexible spending accounts for medical and dependent care expenses. Adoption assistance for qualified expenses maximum $10,000 per child. Wellness initiatives and reimbursements. Pre-paid legal services plan. Identity protection plan. Short & long-term disability plans paid for by the company. Company provided basic life insurance of $50,000 plus supplemental for employee, spouse, and child. Pet Insurance. Free financial planning assistance. Numerous fun employee events throughout the year. Volunteer and community engagement opportunities. Employee loan discounts (closed-end loans). Discounts with local and national companies through DFCU Perks. Service / anniversary awards. Employee discounts for company logo wear. Employee referral payouts for recruiting your friends and family. Paid lunch time. Tuition reimbursement / Education assistance. Ongoing training opportunities. Paid time off. Paid holidays (13 per year). Equal Opportunity Employer / Disabled / Veterans
#J-18808-Ljbffr
Posted Saturday, February 8, 2025 at 5:00 AM Join the DFCU Financial team today, and discover the benefits, rewards, and development opportunities from one of the largest and best-managed credit unions in the country. The Opportunity:
We are seeking a full-time SBA Loan Closer in Tampa, FL to join our team. This role will prepare SBA forms and loan closing documents for submission to the SBA and ensure compliance with SBA SOP policies. Work with the loan officer, borrower, and external parties to successfully process the loan from approval to closing. What You’ll Do: Review assigned loan files and obtain required information for closing. Input and maintain files in SBA core processing system. Review SBA Terms and Conditions for accuracy and SOP compliance; ensure Terms and Conditions correspond with approval documentation. Coordinate closing with attorneys, borrowers, etc., understanding each party’s responsibility and procedures, inclusive of title insurance (exceptions, endorsements, etc.). Participate in loan closing and disburse loan proceeds to comply with SBA SOP. Complete initial audit of loan file and coordinate transfer to SBA Loan Operations for booking. Maintain knowledge of SBA principles, procedures, compliance requirements, and policies. Other duties, as assigned. What You'll Need: Bachelor's degree in business or finance, or equivalent work experience. Three years of SBA loan closing experience. Three years of loan documentation experience. Organizational skills with a high level of attention to detail. Ability to effectively handle multiple priorities and make decisions under time constraints. Proficient in Microsoft Excel, Word, and Outlook. Excellent interpersonal skills, including effective verbal and written communication. Consistent positive, cooperative, self-motivated, courteous, and professional attitude. Ability to provide superior service and function as a team player. What We Offer: Potential for a hybrid work schedule. 401k plan match, dollar for dollar up to 4%. 401k additional employer contribution after one year at 5%. Employee bonus program. Medical, dental, and vision insurance effective date of hire. Health savings account (HSA). Flexible spending accounts for medical and dependent care expenses. Adoption assistance for qualified expenses maximum $10,000 per child. Wellness initiatives and reimbursements. Pre-paid legal services plan. Identity protection plan. Short & long-term disability plans paid for by the company. Company provided basic life insurance of $50,000 plus supplemental for employee, spouse, and child. Pet Insurance. Free financial planning assistance. Numerous fun employee events throughout the year. Volunteer and community engagement opportunities. Employee loan discounts (closed-end loans). Discounts with local and national companies through DFCU Perks. Service / anniversary awards. Employee discounts for company logo wear. Employee referral payouts for recruiting your friends and family. Paid lunch time. Tuition reimbursement / Education assistance. Ongoing training opportunities. Paid time off. Paid holidays (13 per year). Equal Opportunity Employer / Disabled / Veterans
#J-18808-Ljbffr