CrawlJobs Logo

Loan Specialist - SBA

raymondjames.com Logo

Raymond James

Location Icon

Location:
United States , Memphis ▼

Category Icon
Category:
Banking

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

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
Icon
Raymond James - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Loan Specialist - SBA

Senior Loan Specialist

We are seeking a detail-oriented and customer-focused Senior Loan Specialist to ...
Location
Location
United States , Irving
Salary
Salary:
Not provided
mmcgrp.com Logo
MMC Group LP
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in loan processing, loan coordination, or lending operations
  • Strong knowledge of loan documentation, compliance standards, and regulatory requirements
  • Experience working with SBA loans and familiarity with SBA SOP 50 10 highly preferred
  • Excellent verbal communication skills, with the ability to guide and influence borrowers
  • Strong organizational skills and attention to detail
  • Ability to manage multiple loan files in a deadline-driven environment
  • Proficiency in loan systems and Microsoft Office tools
Job Responsibility
Job Responsibility
  • Serve as the primary point of contact for borrowers and key stakeholders throughout the loan process
  • Communicate clearly with borrowers, lenders, franchisors, contractors, insurance agents, and internal teams to gather required documentation
  • Provide timely updates and guidance to ensure loan milestones and deadlines are met
  • Review loan applications, entity documentation, appraisals, escrow and title documents for accuracy and completeness
  • Ensure all files meet internal policies, SBA SOP 50 10 guidelines, and regulatory requirements
  • Identify discrepancies or missing documentation and take immediate corrective action
  • Assemble and organize complete loan files for submission to the closing officer
  • Confirm all underwriting conditions have been satisfied prior to approval
  • Maintain high standards of quality to support efficient funding timelines
  • Maintain accurate records of loan status within internal systems
What we offer
What we offer
  • Medical, dental, and vision coverage
  • Life and disability insurance
  • Additional voluntary benefits
  • Fulltime
Read More
Arrow Right

Loan Servicing Specialist II

We are seeking a highly skilled Loan Servicing Specialist II to join our team on...
Location
Location
United States , San Antonio
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 5 years of experience in loan servicing, including loan processing, escrow management, and insurance tracking
  • Advanced knowledge of loan servicing systems, regulatory compliance, and investor guidelines
  • Strong analytical skills and attention to detail in maintaining accurate records
  • Excellent communication and problem-solving abilities to handle escalated servicing issues
  • Proficiency in banking software, Microsoft Excel, and other relevant tools
  • Familiarity with government-guaranteed loan programs such as SBA 504, SBA 7(a), FHA, VA, and USDA loans
  • Experience with conventional loans, home equity loans, and secondary market standards such as Fannie Mae and Freddie Mac
  • Proven ability to collaborate with cross-functional teams and external stakeholders effectively
Job Responsibility
Job Responsibility
  • Process and post complex loan payments, payoffs, advances, curtailments, and adjustments with precision and timeliness
  • Manage insurance tracking, policy renewals, and compliance with coverage requirements, including coordination of lender-placed insurance as needed
  • Conduct advanced escrow analyses, oversee tax and insurance disbursements, and ensure escrow account balances remain accurate
  • Maintain and update borrower and loan data in the core system, ensuring all records are accurate and compliant
  • Execute complex loan servicing actions such as modifications, extensions, deferments, and re-amortizations
  • Perform audits on loan files and system data to uphold accuracy and compliance with internal controls
  • Generate and deliver servicing reports for management, auditors, and regulatory bodies
  • Resolve escalated borrower inquiries regarding payments, account status, escrow discrepancies, and payoff calculations
  • Collaborate with internal teams and external vendors to address servicing issues and support audit requirements
  • Provide mentorship and training to entry level staff, fostering team development and quality assurance
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
Read More
Arrow Right
New

Store Associate Year-Round

Join the #HamFam! If you're looking for a part time job, a seasonal position or ...
Location
Location
United States , Houston
Salary
Salary:
Not provided
honeybaked.com Logo
The Honey Baked Ham Company
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Good communication skills and attention to detail
  • Prior customer service or food preparation experience preferred
  • experience as a cook, cashier, crew member, sales associate or store associate is a big plus
  • Bring your restaurant, retail, customer service, grocery or hotel experience to HoneyBaked
Job Responsibility
Job Responsibility
  • Assist phone customers, catering customers, in-store lunch customers and in-store retail customers, providing excellent service in a friendly and polite manner
  • Respond positively to customer requests or comments
  • Assist with food preparation, including lunch, catering and retail ham and turkey
  • Demonstrate superior product knowledge and effectively articulate product features and benefits
  • Drive add-on sales through suggestion selling
  • Maintain store cleanliness and merchandising standards
  • Take initiative and remains productive throughout entire shift and takes responsibility for activities within his/her control
  • Consistently follow all processes and procedures and comply with company standards in all areas, from service to food preparation and control
  • Adhere to our safety, security and respectful workplace policies and procedures
What we offer
What we offer
  • Fun and casual environment
  • A way to earn extra income
  • TRULY flexible schedules - and we're closed on Sundays
  • Opportunity to grow with a premier brand
  • Benefits for part time associates include associate discounts on our great products
  • participation in our matched 401(k) (after meeting eligibility criteria)
  • access to our Employee Assistance Program, a free and confidential counseling and support service accessible 24 hours a day, 365 days a year
  • Better work/life balance
  • Real career growth
  • Competitive pay + matched 401(k)
  • Parttime
Read More
Arrow Right
New

Engineering Intern

This is where your work makes a difference. At Baxter, we believe every person—r...
Location
Location
United States , Medina
Salary
Salary:
27.00 USD / Hour
https://www.baxter.com/ Logo
Baxter
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Rising Junior or Senior pursuing a Bachelor’s degree in: Manufacturing Engineering
  • Industrial Engineering
  • Mechanical Engineering
  • Biomedical Engineering
  • Or a related engineering or technical discipline
  • Minimum GPA of 3.0 or above
  • Strong verbal and written communication skills
  • Demonstrated problem-solving ability and organizational skills
  • Positive attitude
  • team-oriented, adaptable, and collaborative
Job Responsibility
Job Responsibility
  • Support manufacturing engineering initiatives focused on operational excellence and process improvement
  • Identify, analyze, and help eliminate waste in manufacturing processes (Lean principles)
  • Assist with data analysis related to manufacturing performance metrics and trends
  • Participate in process observations and root cause problem-solving efforts
  • Support documentation updates related to manufacturing processes and engineering standards
  • Collaborate with cross-functional teams to implement sustainable improvements
  • Communicate project progress, findings, and recommendations to Manufacturing Engineering leadership
  • Work under the direction and guidance of Baxter Manufacturing Engineering professionals
What we offer
What we offer
  • medical and dental coverage that start on day one
  • insurance coverage for basic life, accident, short-term and long-term disability, and business travel accident insurance
  • Employee Stock Purchase Plan (ESPP), with the ability to purchase company stock at a discount
  • 401(k) Retirement Savings Plan (RSP), with options for employee contributions and company matching
  • Flexible Spending Accounts
  • educational assistance programs
  • time-off benefits such as paid holidays, paid time off ranging from 20 to 35 days based on length of service
  • family and medical leaves of absence
  • paid parental leave
  • commuting benefits
  • Fulltime
Read More
Arrow Right
New

Staff Pharmacist Full Time

We're building a world of health around every individual — shaping a more connec...
Location
Location
United States , Baltimore
Salary
Salary:
60.00 - 76.00 USD / Hour
https://www.cvshealth.com/ Logo
CVS Health
Expiration Date
July 05, 2026
Flip Icon
Requirements
Requirements
  • Active Pharmacy License in the state in which you are employed
  • Not on the DEA Excluded Parties List
  • Immunization Certification through an accredited organization (e.g., APhA)
  • No pending felony charges or convictions for criminal offenses involving controlled substances
  • Bachelor of Science in Pharmacy or Pharm. D. degree
Job Responsibility
Job Responsibility
  • Supporting the Pharmacy Manager in leading and directing Pharmacy Technician Support Staff
  • Supporting the management, oversight and operation of all aspects within the pharmacy including Patient Safety, Pharmacy Professional Practice, Regulatory Requirements, Quality Assurance, Customer Service, Personnel Management, Inventory Management, Financial Profitability, Loss Prevention, Workflow Management
  • Keeping customers and patients healthy through adoption and management of patient care programs
  • Leading with Heart by displaying empathy and compassion
  • Motivating, inspiring and developing Pharmacy Support Staff
  • Identifying critical business opportunities and contributing to the development of meaningful solutions
  • Successfully implementing solutions by leading the team to achieve specified goals
  • Adapting to change and adjusting plans in a dynamic community healthcare setting
  • Seeking new ways to grow, collaborate and deliver better outcomes
  • Aligning others around purpose to gain support and commitment
What we offer
What we offer
  • Medical coverage
  • Dental coverage
  • Vision coverage
  • Paid time off
  • Retirement savings options
  • Wellness programs
  • Bonus, commission or short-term incentive program
  • Fulltime
Read More
Arrow Right
New

Pharmacy Technician

We’re building a world of health around every individual — shaping a more connec...
Location
Location
United States , Hingham
Salary
Salary:
17.00 - 27.00 USD / Hour
https://www.cvshealth.com/ Logo
CVS Health
Expiration Date
July 04, 2026
Flip Icon
Requirements
Requirements
  • Must comply with any state board of pharmacy requirements or laws governing the practice of pharmacy, which includes but is not limited to, age, education, and licensure/certification
  • If the state board of pharmacy does not address or mandate a minimum age requirement, must be at least 16 years of age
  • If the state board of pharmacy does not address or mandate a minimum educational requirement, must have a high school diploma or equivalent, or be actively enrolled in high school or high school equivalency program
  • Regular and predictable attendance, including nights and weekends
  • Ability to complete required training within designated timeframe
  • Attention and Focus: Ability to concentrate on a task over a period of time
  • Ability to pivot quickly from one task to another to meet patient and business needs
  • Ability to confirm prescription information and label accuracy, ensuring patient safety
  • Customer Service and Team Orientation: Actively look for ways to help people, and do so in a friendly manner
  • Notice and understand patients’ reactions, and respond appropriately
Job Responsibility
Job Responsibility
  • Living our purpose by following all company SOPs at each workstation to help our Pharmacists manage and improve patient health
  • Following pharmacy workflow procedures at each pharmacy workstation (i.e., production, pick-up, drive-thru, and drop-off) for safe and accurate prescription fulfillment
  • Contributing to positive patient experiences by showing empathy and genuine care: creating heartfelt and personalized moments while serving patients at pick-up, drive-thru, and over the phone
  • keeping patients healthy by offering immunizations and other services at the register and over the phone
  • and demonstrating compassionate care by solving or escalating patient problems
  • Completing basic inventory activities, as permitted by law, and as directed by the pharmacy leadership team, such as accurately putting away medication deliveries and completing cycle counts, returns-to-stocks, waiting bin inventories, etc.
  • Contributing to a high-performing team, embracing a growth mindset, and being receptive to feedback
  • actively seeking opportunities to expand clinical and technical knowledge needed to better assist patients
  • Remaining flexible for both scheduling and business needs, while contributing to a safe, inclusive, and engaging team dynamic
  • voluntarily traveling to stores in the market to work shifts as needed by the business
What we offer
What we offer
  • Dental
  • Vision
  • Wellness resources
  • Employee discounts
  • Access to certain voluntary benefits
  • Parttime
Read More
Arrow Right
New

Staff Pharmacist Full Time

We're building a world of health around every individual — shaping a more connec...
Location
Location
United States , Elkton
Salary
Salary:
60.00 - 76.00 USD / Hour
https://www.cvshealth.com/ Logo
CVS Health
Expiration Date
July 04, 2026
Flip Icon
Requirements
Requirements
  • Active Pharmacist License in the state where the Store is located
  • Active National Provider Identifier (NPI)
  • Not on the DEA Excluded Parties list
Job Responsibility
Job Responsibility
  • Living our purpose by helping to manage and improve patient health through safe and appropriate dispensing, counseling, and immunizing practices
  • Taking direction from the Pharmacy Manager and overseeing the pharmacy as their proxy during bench shifts without overlap, including strengthening pharmacy performance measures through effective coaching and consistent follow-up of pharmacy team members and providing feedback about pharmacy team performance to the Pharmacy Manager as needed
  • Assumes Pharmacy Manager's day-to-day duties when serving as the only or the primary pharmacist-on-duty
  • Supporting safe and accurate prescription fulfillment by following—and directing the pharmacy team to follow—pharmacy workflow procedures and utilizing the safety guardrails at every workstation
  • Contributing to positive patient experiences by showing empathy and genuine care, and coaching the pharmacy team to do the same: demonstrating compassionate care, collaborating with the patient's total healthcare team, and proactively resolving insurance and/or medication issues
  • Proactively offering and delivering immunizations to keep patients healthy
  • engaging and supporting Pharmacy Technicians to learn to immunize
  • Supporting the effective management of pharmacy inventory by following—and coaching the pharmacy team to follow—all inventory best practices, with a special focus on protecting cold chain products for our patients and our business
  • Partnering with the Pharmacy Manager to ensure pharmacy operations are compliant with the appropriate state Board of Pharmacy regulations at all times
  • escalating issues or concerns to the Pharmacy Manager and/or Rx DL for timely resolution if/as needed
What we offer
What we offer
  • medical coverage
  • dental coverage
  • vision coverage
  • paid time off
  • retirement savings options
  • wellness programs
  • Fulltime
Read More
Arrow Right
New

EHS&S Manager

At Baxter, we believe every person—regardless of who they are or where they are ...
Location
Location
United States , Irvine
Salary
Salary:
104000.00 - 143000.00 USD / Year
https://www.baxter.com/ Logo
Baxter
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • BS degree in Environmental Health, Safety or related field required
  • MS degree in Environmental or Safety Engineering, Technology or Management preferred
  • Minimum of 5-7 years’ experience in Environmental, Health and Safety or Industrial Hygiene fields with specific concentration in EPA, OSHA and DOT regulations with a minimum of 2 -3 years supervisory experience
  • Must hold a registered professional certification in the environmental or safety field (i.e. CHMM, CSP, or CIH)
  • Must be knowledgeable in EPA, OSHA, and DOT regulations
  • Ability to read and interpret documents such as Corporate Policies, operating and maintenance instructions, Regulations and procedure manuals
  • Ability to write routine reports and correspondence
  • Ability to speak effectively before groups of customers or employees of organization
  • Must have deep knowledge of EPA, OSHA, and DOT regulations with experience in executing California specific requirements
  • Proven ability to develop and execute short and long-term strategic plans
Job Responsibility
Job Responsibility
  • Develop, implement, and manage all Environmental, Health, Safety & Sustainability (EHSS) programs, policies, and compliance activities, ensuring alignment with federal, state (including California), and local regulations
  • Execute and maintain elements of the EHSS Management System, including ISO 14001 and ISO 45001 requirements
  • Serve as the primary point of contact for regulatory agencies
  • lead preparation for inspections, permitting, reporting, and correspondence
  • Identify potential hazards through risk assessments, Gemba walks, inspections, and job hazard analyses
  • drive timely corrective and preventive actions
  • Lead or facilitate industrial hygiene risk assessments, monitoring, and exposure control programs
  • Investigate all EHS-related events with operational groups—including injuries, near misses, and environmental incidents—conduct root cause analysis and ensure completion of corrective actions
  • Develop and maintain site EHS goals, targets, and key performance indicators to drive continuous improvement
  • Lead and improve the site audit and inspection programs, emphasizing compliance, program effectiveness, and employee engagement
What we offer
What we offer
  • Medical and dental coverage that start on day one
  • insurance coverage for basic life, accident, short-term and long-term disability, and business travel accident insurance
  • Employee Stock Purchase Plan (ESPP), with the ability to purchase company stock at a discount
  • 401(k) Retirement Savings Plan (RSP), with options for employee contributions and company matching
  • Flexible Spending Accounts
  • educational assistance programs
  • time-off benefits such as paid holidays, paid time off ranging from 20 to 35 days based on length of service, family and medical leaves of absence, and paid parental leave
  • commuting benefits
  • Employee Discount Program
  • Employee Assistance Program (EAP)
  • Fulltime
Read More
Arrow Right