Objective:
To assist in achieving Newtek Small Business Finance goals while providing outstanding service to internal and external customers within a timely and efficient manner.
Reporting Structure:
- Reports directly to Senior Vice President of Loan Processing and Operations.
Responsibilities:
- Contact all loan applicants within set timeframes of loan processing. Advise customer of progress and steps necessary to achieve objective.
- Prescreen and process all loan applications accurately through the NSBF on-line application system while interfacing with customers and alliance partners.
- Update Referral System with pertinent information in a professional and non-disparaging manner.
- Assemble all documents essential for loan processing inclusive of SBA Forms, Credit Release and Financial Data.
- Support underwriter and/or closer with transaction with a minimum closing goal of $17.5 annually.
- Function as a resource for other Business Service Specialists.
- Follow guidelines and procedures established by Senior Management.
Qualifications:
- Must have excellent verbal and written communication skills including follow-up skills. Must be well-organized, ability to plan, multi-task and meet deadlines. Sales or lending experience a must.