SBA Servicing and New Money Document Specialist
$29.23 - $38.94 per hourU.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 at—all 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
- 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
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