SBA Processor

Univest is seeking an SBA Processor to join their SBA Lending Team. The role involves assisting with the processing of SBA loans, including pre-approval and post-approval tasks, while ensuring compliance with relevant laws and regulations.

Responsibilities

• Flexibility to float among the administrative functions of the SBA Lending department, including, but not limited to:
• Assist SBA Relationship Manager with collection of items needed for application submission to underwriting and organize and label items within SBA-specific 10-tab file structure
• Pre-approval processing of SBA loans for underwriting in collaboration with and at direction of SBA Operations Coordinator, including preparation of SBA forms 1919 and 159, performing CAIVRS and SAM.gov pre-screening verification checks, tax transcript verification, and ordering LexisNexis or other credit reports as needed
• Post-approval processing of the SBA loan for closing in accordance with the signed commitment letter and SBA loan approval, such as ordering searches, IRS verification of tax returns, and file maintenance as needed
• Follow through on post-closing responsibilities of all SBA loan closings by scanning signed loan documents to Synergy and/or loan operations and monitoring SBA post-closing checklist to ensure adherence to the loan approval
• Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct
• Perform Additional Duties As Required

Skills

• Understanding of the SBA's Standard Operating Procedures (SOP) or prior commercial lending experience
• Ability to act independently in a high-volume environment and complete routine tasks at supervisor's direction
• Strong written and verbal communication skills
• Ability to work within compressed deadlines
• Professional appearance, strong interpersonal skills, positive and professional attitude
• Proficient in Excel, Word, and Outlook
• Experience with Jack Henry suite, Salesforce, nCino, and regional property search providers

Benefits

• Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
• Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
• Paid Time Off (PTO): 15 days annually (prorated your first year)
• Short Term Disability: 10 days annually of sick time with a doctors note (prorated your first year)
• Holiday Time Off: 11 paid holidays
• We offer company paid life insurance: as well as other supplemental insurances
• Tuition reimbursement
• Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
• Discounts: on loan products
• Professional development trainings

Company Overview