Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

SBA Servicing and New Money Document Specialist

$29.23 - $38.94 per hour

U.S. Bancorp

Job Opportunity At U.S. Bank

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel atall from Day One.

Job Description

Coordinates the preparation of loan/lease packages in compliance with policies and procedures, regulatory guidelines and investor standards by gathering and reviewing necessary documents and information within designated time frames. Communicates with staff, customers/clients, realtors, brokers, counsel, title companies, etc. to respond to inquiries, resolve problems and obtain additional documents needed to complete the file. Ensures compliance with internal policies, regulatory and investor requirements and customer service standards. May coordinate the closing and funding of assigned loan packages; calculating final closing costs and disbursing funds.

Basic Qualifications

  • Bachelor's degree, or equivalent work experience
  • Typically eight or more years of relevant experience

Preferred Skills/Experience

  • Advanced knowledge of legal documents used to support applicable loan/lease processing
  • Ability to work with legal staff to solve complex documentation needs
  • Ability to apply critical thinking for all elements of loan documentation construction
  • Ability to master the bank's documentation software
  • Comprehensive knowledge of closing policies and procedures, funding policies, underwriting requirements, governmental and agency requirements, terminology and automated processing systems
  • Comprehensive knowledge of applicable credit policies and approval processes for assigned product(s)
  • Ability to work effectively and accurately in a fast paced, high production, professional environment
  • Strong organizational skills
  • Effective verbal and written communication skills

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $29.23 - $38.94

U.S. Bancorp
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the SBA Servicing and New Money Document Specialist in San Diego, CA vacancy
  • $24 - $34 per hour

     ...Overview Job Summary The Temporary Document Control Specialist III guides, executes, and improves Document...  ...practices to the organization. Train new team members to procedures. Assist in...  ...to achieve optimal outcomes. Customer Service Orientation: Responds promptly to requests... 
    Suggested
    Contract work
    Temporary work
    Work experience placement
    Work at office

    Unavailable

    San Diego, CA
    2 days ago
  •  ...Maximus is currently seeking a Records & Document Control Specialist for a bid opportunity. This program supports the Health Resources and Services Administration (HRSA) in overseeing...  .... Assist in on boarding process of new hires. Maintain records management,... 
    Suggested
    Minimum wage
    Full time
    Contract work
    Temporary work
    Work experience placement
    Remote work

    Maximus

    San Diego, CA
    15 hours ago
  • $22 - $29 per hour

     ...the world's leading financial centers - New York, London, San Francisco, Los Angeles,...  ..., LLP (Baker Tilly) provide professional services through an alternative practice structure...  ...drops File, fax, scan, print and assemble documents. Assist with entering office expenses (... 
    Suggested
    Temporary work
    Work at office
    Local area
    Worldwide
    Weekend work

    Baker Tilly

    San Diego, CA
    3 days ago
  • $20 per hour

     ...correspondence, reports and other documents. Reviews files, records and...  ..., counts and disburses money; performs basic bookkeeping; completes...  .... Qualifications Customer service, inventory management and stocking...  ...Pay Rate: $20.00 per hour. New‑Hire Bonus: $500. Retirement Plan... 
    Suggested
    Hourly pay
    Full time
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    ESFM® USA

    San Diego, CA
    2 days ago
  • $20 per hour

     ...ESFM New Hire Bonus $500! We have an opening for a full time...  .... Requirement : Customer service, inventory management, and stocking...  ..., reports and other documents. Reviews files, records and...  ...Collects, counts and disburses money; performs basic bookkeeping; completes... 
    Suggested
    Hourly pay
    Full time
    Part time
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Compass Group, North America

    San Diego, CA
    6 days ago
  •  ...Bonus Requirements: Customer Service experience required. Responsibilities...  ..., reports and other documents. Reviews files, records and other...  ...Collects, counts and disburses money; performs basic bookkeeping; completes...  ...Chance Ordinance, and the New York Fair Chance Act. ESFM... 
    Hourly pay
    Full time
    Work at office
    Local area
    Relocation package
    Monday to Friday
    Flexible hours

    Compass Group, North America

    San Diego, CA
    1 day ago
  • $22 - $31 per hour

     ...: El Cajon, CA Summary: Under the direction of the Patient Services Representative Supervisor (PSRS) the Patient Service Representative...  ...are expected to be checked daily § Account for all moneys collected, submit cash and record entry on Cash Receipt Log to... 
    Hourly pay
    Full time
    Work at office
    Flexible hours
    Weekend work

    La Maestra Community Health Centers

    El Cajon, CA
    21 days ago
  • $27 - $32 per hour

     ...Patient Care Service Representative II La Jolla About Us Modena Health ("MH")...  ...verifying insurance and submitting required documentation. Answer incoming calls and respond to...  ...to the onboarding and training of new team members to build support and cross-... 
    Hourly pay
    Full time
    Monday to Friday

    Modena Allergy + Asthma

    La Jolla, CA
    5 days ago
  • $18 - $22 per hour

     ...with its clients and business partners. Aldridge Pite is a full-service provider of legal services to depository and non-depository...  ...deliver incoming/outgoing daily mail Scanning, uploading of documents into case management systems Keep mail room neat and organized... 
    Hourly pay
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Aldridge Pite

    San Diego, CA
    4 days ago
  • $25 per hour

     ...helping others? We’re looking for a Patient Services Representative who brings compassion,...  ...Taking clear, detailed messages and documenting them using internal communication templates...  ...and solutions to take advantage of a new world of opportunity. We are a team of 8... 
    Contract work
    Temporary work
    Shift work

    TEKsystems

    San Diego, CA
    5 days ago
  • $25 - $29.12 per hour

     ...high-quality health care and supportive services to everyone, with a special commitment to...  ...Manager of Call Center with training new staff and mentoring peers. Education/...  ...rescheduling, or canceling appointments and documenting the reason for the visit. *Enters... 
    Local area
    Flexible hours

    Family Health Centers of San Diego

    San Diego, CA
    2 days ago
  • $24 - $32 per hour

     ...growth by assisting with marketing, underwriting, business retention, and meeting customer service objectives. Actively participates in the underwriting process to support renewal and new business activities. Role responsibilities First point of contact for customer... 
    Full time
    Work at office
    Local area
    Remote work

    Howden

    San Diego, CA
    1 day ago
  • $20 - $25 per hour

     ...Administrative Assistant I - Dar Administrative Services Job Category: Administrative Support...  ...medicine. Together, we cultivate new scientific leaders and expand the frontiers...  ...policies and website maintenance. Files documents/data following institutional and... 
    Hourly pay
    Full time
    Work at office
    Flexible hours

    Scripps Research

    San Diego, CA
    4 days ago
  • $65k

     ...essential systems in the toughest environments, making a direct impact on critical industries worldwide! Job Summary The Document Control Specialist is responsible for maintaining and processing engineering change documentation within the company's PLM and ERP systems.... 
    Hourly pay
    Work experience placement
    Work at office
    Local area
    Worldwide
    Flexible hours

    AMETEK

    San Diego, CA
    2 days ago
  • $20 per hour

     ...& wait times during high volume shifts to ensure efficiency in service & balanced server sections Manage reservations; special requests...  ...or dietary needs, & large party accommodations Train & develop new hosts on service standards & OpenTable reservation system Coordinate... 
    Full time
    Flexible hours
    Shift work

    The Post Oak

    Coronado, CA
    4 days ago
  • $23 - $24 per hour

     ...Patient Services Representative Floater Centro Medico El Cajon...  ...welcome and cared for Register new patients and patients who...  ...over the phone Gather all documents required for new patient registration...  ...with Care Coordinator Specialist for assessment and program enrollment... 
    Hourly pay
    Full time
    Work from home

    DAP Health

    El Cajon, CA
    3 days ago
  • $22 - $31 per hour

     ...Location : El Cajon, CA Summary :Under the direction of the Patient Services Representative Supervisor (PSRS) the Patient Service...  ...voicemails are expected to be checked daily. Accounts for all moneys collected, submits cash and records entry on Cash Receipt Log to... 
    Hourly pay
    Full time
    Work at office
    Flexible hours
    Weekend work

    Lamaestra

    El Cajon, CA
    15 hours ago
  •  ...provider is unavailable on any given day and documents any patient cancellations. Calls patients...  ...slots. Covers for the Patient Service Lead when on leave and performs any task...  ...Responsible for creating a patient record for all new patients. If needed, responsible for... 
    Daily paid
    Work at office
    Local area
    Weekend work
    Day shift
    Afternoon shift

    San Ysidro Health

    National City, CA
    2 days ago
  • $25 per hour

     ...Jolla institutions, built on a legacy of family values, exceptional service, and a deep commitment to our community. As part of our team,...  ...shop and hotel discounts ~$500 referral bonus for referring new employees to The La Jolla Beach & Tennis Club What We Ask:... 
    Hourly pay
    Local area
    Immediate start
    Relocation package
    Shift work
    Rotating shift
    Weekend work
    Day shift
    Weekday work

    La Jolla Beach & Tennis Club

    La Jolla, CA
    3 days ago
  •  ...Patient Services Representative We are an FQHC community health center dedicated to embodying...  ..., required administrative forms, and documentation in both the Resource and Patient...  ...reception area and patient lobby. # Process new patient registration in accordance with... 
    Full time
    Work at office
    Immediate start

    San Diego American Indian Health Center

    San Diego, CA
    1 day ago
  •  ...and a commitment to excellent customer service. The successful candidate will handle financial...  ...transactions, manage administrative documentation, and interact professionally with both...  ...that may be hired in California, Colorado, New York City or Washington. #J-18808-Ljbffr... 
    Hourly pay
    Contract work
    Part time
    Work at office
    Local area
    Remote work

    Suna Solutions

    San Diego, CA
    2 days ago
  • $13 per hour

     ...Job Summary Urbn Leaf, the new standard in licensed dispensaries is now searching for individuals to expand our team. We are seeking...  ...dress for an upscale dispensary. We expect exceptional customer service skills with experience within the cannabis industry, or as an... 
    Full time
    Work experience placement
    Work at office
    Night shift
    Weekend work

    Bay Park Organics Cooperative, Inc.

    San Diego, CA
    3 days ago
  •  ...Position provides administrative support to the Service Center/or Department in the areas of...  ...support including preparing and sending documents, this could include reports, data entry,...  ...customer purchase orders in order to set up new jobs. ~ Other duties as assigned.... 
    For subcontractor
    Work at office

    Day Wireless Systems

    San Diego, CA
    2 days ago
  •  ...and medical-processing records, performs document quality control, maintains applicant files...  ...holds, and processing deadlines; process new record requests within required timelines...  ...other required applicant data. Support service‑processing actions, high‑school record requests... 
    Civilian Contractor
    Full time
    Contract work
    For contractors
    Work at office
    Local area
    Monday to Friday

    Summit Technologies

    San Diego, CA
    2 days ago
  • $20 - $22 per hour

     ...Service Center El Cajon - East Main St JOB SUMMARY Caliber Collision has an immediate job opening for an Office Administrator...  ...to confirm the identity and employment eligibility of all new hires. Must be eligible to work in the U.S. with no restrictions... 
    Hourly pay
    Weekly pay
    Work at office
    Immediate start

    Caliber Collision Centers

    El Cajon, CA
    4 days ago
  • $23.54 - $25 per hour

     ...medical appointments and determines patient eligibility for services as needed. Obtains documentation as requested by healthcare providers. Performs other...  ...by the beneficiary to determine the need for a new appointment. One recorded attempt shall be made by the... 
    Hourly pay
    Full time
    Contract work
    Part time
    For contractors
    Work at office
    Monday to Friday
    Shift work
    Weekend work

    ERP International

    San Diego, CA
    2 days ago
  • $130k - $150k

     ...nationwide consistently identify and respond to new ways workplace law intersects business....  ...manage legal secretaries, office services and other support staff. Mentor and help...  ...law firm desired. Skilled in NetDocs document management a plus. #LI-LM1 #LI-Hybrid... 
    Interim role
    Work at office
    Local area
    Relocation
    Flexible hours

    Jackson Lewis P.C.

    San Diego, CA
    1 day ago
  •  ...the El Cajon branch. This role involves providing high-quality customer service and assisting with day-to-day branch activities. You will manage cash transactions, identify opportunities for new products, and educate clients on digital services. The ideal candidate should... 
    Part time

    Citibank (Switzerland) AG

    El Cajon, CA
    1 day ago
  •  ...standards and methods of measuring patient care services, including a chronological record of...  ..., thorough, and appropriate documentation in the patient record of all treatments,...  ...a leadership position and to perform in new and emergent situations with sound judgment... 
    Full time
    Part time
    Work at office
    Local area

    U.S. Renal Care

    El Cajon, CA
    15 hours ago
  • $18 - $21.5 per hour

     ...leaders of tomorrow who are devoted to faith, service, and academic excellence. Essential...  ...Process-including receiving and pushing forward new applications, communicating with inquiries...  .... Collect and issue receipts for any money collected from parents in the front office... 
    Hourly pay
    Full time
    Summer work
    Work at office
    Weekend work
    Afternoon shift

    Catholic Diocese of San Diego Schools

    Coronado, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to SBA Servicing and New Money Document Specialist. Be the first to apply!