SBA Note Manager at Us Metro Bank – Anaheim, California

POSITION OVERVIEW

The SBA Note Manager is responsible for the direction of all phases of loan operation including loan servicing for SBA loans.

POSITION RESPONSIBILITIES

• Supervises and performs periodic training in department
• Performs new loan staffs training and periodic training for existing loan staffs
• Develops and revises department’s operational procedure
• Monitors loan doc status report
• Updates loan projection report
• Reviews core system loan bank control
• Reviews and reconciles specification set-up and G/L integration of the Loan system
• Loan assignment for loan document preparation
• Reviews prepared loan documents by note staff and release it to branch
• Approves loan funding and boarding
• Signs off payoff quotation (Demand)
• Supervises collateral monitoring for new loans, renewals and paid off loans
• Supervises insurance tracking for hazard and flood insurance
• Reviews daily loan application and G/L balancing
• Reviews monthly G/L certifications
• Reviews down grade, non-accrual placement and charge-off loans
• Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Anti-Money Laundering, Code of Conduct, and etc.). Must complete all required training

SKILLS / QUALIFICATIONS

• Must be detail oriented
• Dependable, reliable, and a self-starter with multi-tasking skills.
• Substantial knowledge of loan operation, servicing and documentation

EDUCATION / EXPERIENCE

• Minimum Education: Associates Degree in business, finance, accounting or equivalent work experience in lending.
• Minimum Experience: 7+ years Lending and Loan Servicing experience.
• Experience in reading and understanding legal documents is a plus.