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

Mobile Associate - Retail Sales

This role supports retail operations by engaging customers and facilitating thei...
Location
Location
United States , Heber Springs
Salary
Salary:
18.00 - 20.00 USD / Hour
https://www.t-mobile.com Logo
T-Mobile
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma/GED
  • 6 months of customer service and/or sales experience, Retail environment
  • Passionate customer advocate with the desire to be yourself when connecting and having fun doing it
  • Competitive drive and proven ability to succeed in a fast-paced sales environment
  • Willingness to work alongside peers and store leaders, learning and sharing ideas, while serving customers and providing resolutions to issues
  • Effective at balancing customer needs and performance goals
  • At least 18 years of age
  • Legally authorized to work in the United States
Job Responsibility
Job Responsibility
  • Develop proficiency in customer service and sales to deliver personalized technology and service solutions that meet individual needs
  • Utilize digital tools to demonstrate network coverage, service plans, and product features to enhance customer understanding and engagement
  • Complete required training to build knowledge of retail processes, systems, and wireless technology innovations
  • Collaborate with colleagues across channels to support a seamless customer experience and contribute to team initiatives
  • Also responsible for other duties/projects as assigned by business management as needed
What we offer
What we offer
  • Annual stock grant
  • Employee stock purchase plan
  • 401(k)
  • Access to free, year-round money coaches
  • Medical, dental and vision insurance
  • Flexible spending account
  • Paid time off
  • Up to 12 paid holidays
  • Paid parental and family leave
  • Family building benefits
  • Fulltime
Read More
Arrow Right
New

Assistant Food & Beverage Manager

Position responsible for assigned food and beverage/culinary operations. Oversee...
Location
Location
Malaysia , Kuala Lumpur
Salary
Salary:
Not provided
https://www.marriott.com Logo
Marriott Bonvoy
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High school diploma or GED
  • 3 years experience in the food and beverage, culinary, or related professional area
  • OR 2-year degree from an accredited university in Food Service Management, Hotel and Restaurant Management, Hospitality, Business Administration, or related major
  • 1 year experience in the food and beverage, culinary, or related professional area
Job Responsibility
Job Responsibility
  • Creates and nurtures a property environment that emphasizes motivation, empowerment, teamwork, continuous improvement and a passion for providing service
  • Provides excellent customer service to all employees
  • Responds quickly and proactively to employee's concerns
  • Uses coaching skills throughout the property
  • Demonstrates self confidence, energy and enthusiasm
  • Motivates and encourages staff to solve guest and employee related concerns
  • Provides excellent customer service
  • Responds quickly and proactively to guest's concerns
  • Understands the brand's service culture
  • Sets service expectations for all guests internally and externally
  • Fulltime
Read More
Arrow Right
New

Branch Manager Westside Oregon District

Wells Fargo is seeking accomplished, people‑focused leaders interested in a Bran...
Location
Location
United States , Keizer; Beaverton; Canby; Lake Oswego; McMinnville; Newberg; Oregon City; Portland; Tigard; Tualatin; West Linn; Wilsonville; Woodburn
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
May 19, 2026
Flip Icon
Requirements
Requirements
  • 5+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2+ years of leadership experience
Job Responsibility
Job Responsibility
  • Provide strong, inclusive leadership to build and retain a high‑performing team, establishing clear expectations, and managing performance through targeted coaching to deliver sales, service, and operational excellence
  • Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions that drive both customer value and business outcomes
  • Use branch manager routines to build individual capability, confidence, and productivity, delivering consistent, high‑impact coaching through observation, feedback, and follow‑up while holding the team accountable to behaviors and outcomes aligned to Wells Fargo priorities
  • Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth, customer value, and branch performance
  • Identify opportunities for making banking easier for customers through education and demonstration of available digital options
  • Leverage reporting and employee observations to gain insight into strengths and opportunities, taking decisive action to improve team performance and expand primary bank relationships and wallet share
  • Demonstrate ownership by balancing growth, operational soundness, and talent decisions while proactively managing risk, resolving issues, and modeling behaviors that protect customers, employees, and the company
  • Fulltime
!
Read More
Arrow Right
New

Store Associate

We’re building a world of health around every individual — shaping a more connec...
Location
Location
United States , South Hamilton
Salary
Salary:
15.00 - 22.00 USD / Hour
https://www.cvshealth.com/ Logo
CVS Health
Expiration Date
July 04, 2026
Flip Icon
Requirements
Requirements
  • At least 16 years of age
  • Remaining upright on the feet, particularly for sustained periods of time
  • Lifting and exerting up to 35 lbs of force occasionally, up to 10 lbs of force frequently, and a negligible amount of force regularly to move objects to and from, including overhead lifting
  • Visual Acuity - Having close visual acuity to perform activities such as: viewing a computer terminal, reading, visual inspection involving small parts/details
Job Responsibility
Job Responsibility
  • Providing differentiated customer service by anticipating customer needs, demonstrating compassion and care in all interactions, and actively identifying and resolving potential service issues
  • Focusing on the customer by giving a warm and friendly greeting, maintaining eye contact and offering help locating additional items, when needed
  • Accurately perform cashier duties - handling cash, checks and credit card transactions with precision while following company policies and procedures
  • Maintaining the sales floor by restocking shelves, checking in vendors, updating pricing information and completing inventory management tasks as directed by store manager
  • Supporting opening and closing store activities, when needed
  • Providing customer support to all departments, including photo and beauty, ensuring departments are fully stocked and operational while remaining current with all updated services and tools
  • Assisting pharmacy personnel when needed, including working regular shifts in the pharmacy as part of opportunities for growth and career development
  • Embracing and advocating for new CVS services and loyalty programs that support our purpose of helping people on their path to better health
What we offer
What we offer
  • dental
  • vision
  • wellness resources
  • employee discounts
  • access to certain voluntary benefits
  • and other programs
  • Parttime
Read More
Arrow Right
New

Store Associate

We’re building a world of health around every individual — shaping a more connec...
Location
Location
United States , Milledgeville
Salary
Salary:
15.00 - 18.00 USD / Hour
https://www.cvshealth.com/ Logo
CVS Health
Expiration Date
July 06, 2026
Flip Icon
Requirements
Requirements
  • At least 16 years of age
  • Physical Requirements: Remaining upright on the feet, particularly for sustained periods of time
  • Lifting and exerting up to 35 lbs of force occasionally, up to 10 lbs of force frequently, and a negligible amount of force regularly to move objects to and from, including overhead lifting
  • Visual Acuity - Having close visual acuity to perform activities such as: viewing a computer terminal, reading, visual inspection involving small parts/details
Job Responsibility
Job Responsibility
  • Providing differentiated customer service by anticipating customer needs, demonstrating compassion and care in all interactions, and actively identifying and resolving potential service issues
  • Focusing on the customer by giving a warm and friendly greeting, maintaining eye contact and offering help locating additional items, when needed
  • Accurately perform cashier duties - handling cash, checks and credit card transactions with precision while following company policies and procedures
  • Maintaining the sales floor by restocking shelves, checking in vendors, updating pricing information and completing inventory management tasks as directed by store manager
  • Supporting opening and closing store activities, when needed
  • Providing customer support to all departments, including photo and beauty, ensuring departments are fully stocked and operational while remaining current with all updated services and tools
  • Assisting pharmacy personnel when needed, including working regular shifts in the pharmacy as part of opportunities for growth and career development
  • Embracing and advocating for new CVS services and loyalty programs that support our purpose of helping people on their path to better health
What we offer
What we offer
  • dental
  • vision
  • wellness resources
  • employee discounts
  • access to certain voluntary benefits
  • and other programs
  • Parttime
Read More
Arrow Right
New

Senior Premier Banker

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal r...
Location
Location
United States , Santa Cruz
Salary
Salary:
37.00 - 65.50 USD / Hour
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
May 16, 2026
Flip Icon
Requirements
Requirements
  • 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 3+ years of experience building and maintaining effective relationships with customers and partners
  • 3+ years of experience recommending products and services
Job Responsibility
Job Responsibility
  • Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments
  • Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
  • Serve as the primary financial partner delivering comprehensive, multi-product guidance and ongoing reviews across life stages and evolving financial needs
  • Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
  • Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
  • Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs
  • Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes
What we offer
What we offer
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Fulltime
!
Read More
Arrow Right