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Loan Specialist - SBA

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Raymond James

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Location:
United States , Memphis ▼

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Category:
Banking

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Under general supervision, uses specialized knowledge and skills obtained through training and experience to process small business loans and prepare settlement documents. Responds to inquiries, processes, balances and reconciles client and lender positions. Extensive contact with internal and external customers is required to obtain, clarify or provide facts and information and to identify, research, and resolve problems.

Job Responsibility:

  • Obtains required documentation and processes all small business loan packages
  • Inputs loan data into settlement and SBA systems for setup and activation
  • Coordinates settlements with customers for purchase of SBA loans
  • Prepares settlement packages for funding
  • Prepares monthly loan certificate inventory
  • Processes and posts all SBA loan principal and interest payments
  • Processes and posts loan payoffs
  • Balances SBA loan transfer fees
  • Perform Reconciliation for P & I payments between the investors and originator
  • Customer service liaison for safekeeping accounts
  • Escalates more complex service issues to seasoned associates
  • Performs analysis for safekeeping statements
  • Performs other duties and responsibilities as assigned

Requirements:

  • Associate's Degree and one (1) to three (3) years of small business loan processing experience
  • An equivalent combination of education, training or experience
  • Knowledge of basic technical concepts, practices and procedures of small business loan documentation and processing
  • Knowledge of fundamental principles of banking and finance
  • Knowledge of financial markets and products
  • Knowledge of SBA Underwriting guidelines and regulations
  • Knowledge of Federal and State lending laws
  • Knowledge of loan software packages
  • Skill in processing the loan packages
  • Skill in verifying loan packages and supporting documents
  • Skill in preparing loan settlement packages
  • Skill in performing loan calculations
  • Skill in operating standard office equipment and using required software applications, including Microsoft Office with an emphasis on Excel
  • Skill in mass communication distributions
  • Ability to read, interpret, analyze and apply information from loan package documents
  • Ability to interpret and apply policies
  • Ability to organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
  • Ability to communicate effectively, both orally and in writing
  • Ability to work independently
  • Ability to establish and maintain effective working relationships
  • Ability to maintain currency in loan processing policies and procedures

Additional Information:

Job Posted:
March 11, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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