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POSITION SUMMARY:
The Business Advisory Services Manager (BASM) is responsible for providing business and financial advisory services to small business clients. The Manager assists with all departments of the organization but serves more specifically with the loan servicing department.
RESPONSIBILITIES:
The duties and activities of this position include, but are not limited to, the following:
- Responsible for the effective delivery of Management and Technical Assistance services to SBAC’s small business clientele:
- Assessing the client’s business needs and capabilities and assisting in developing business strategies for success.
- Designing and implementing education and training programs to assist individuals with starting, managing, and/or operating a small business.
- Coordinate with other business assistance organizations/resources to maximize the benefits to borrowers. i.e., SCORE Mentors, SBDC
- Develop and implement outreach strategies to build Business Support System
awareness in the business community, ensuring to target underserved markets. - Provide training, advice, and counseling to clients seeking to participate in business
development programs. - Maintain client and training records to substantiate periodic status reports needed for internal and external uses.
- Manage and develop a consultant pool of businesses that provide additional support services to small business clients.
- Perform other duties necessary for the efficient operation of the servicing department and other departmental needs.
QUALIFICATIONS:
Bachelor’s Degree in Business or equivalent work experience
Knowledge of MS Office suite (Excel, Word, PowerPoint)
Excellent verbal, written, and interpersonal communication skills
Detail–oriented individual with the ability to work independently and with a team.
Job Type: Full-time (40 hours/week) (Non-remote)
POSITION SUMMARY:
The Loan Closing Manager (LCM) is responsible for conducting the closing of small business loans. The LCM maintains productive relationships with internal and external stakeholders throughout the closing process.
RESPONSIBILITIES:
The duties and activities of this position include, but are not limited to, the following:
- Prepare needs list required to close small business loans after approval
- Communicate with clients and third parties required to complete loan closing
- Prepare loan closing documents related to the appropriate loan program closing
- Order title searches and appraisals, when appropriate
- Conduct in-house loan closings and/or coordinate closings with attorney’s office
- Record and submit UCC filings and other collateral security as needed
- Maintain client files and provide adequate record-keeping of all communications
- Attend loan committee meetings and document loan approvals and closing conditions
- Work in Servicing Department to include Loan Servicing Assistant and Portfolio and Servicing Manager
- Perform other duties necessary for the efficient operation of the servicing department.
QUALIFICATIONS:
High School Diploma or equivalent
2+ years of commercial loan closing experience
Knowledge of loan documentation, security instruments, and other closing requirements
Detail–oriented individual with the ability to work independently and with a team.
Excellent verbal, written, and interpersonal communication skills
Experience with SBA and USDA closing a plus
Job Type: Full-time (40 hours/week) (Non-remote)