CharlestonRecruiter Since 2001
the smart solution for Charleston jobs

Loan Processing Associate

Company: Windsor Advantage, LLC
Location: Charleston
Posted on: April 8, 2021

Job Description:

ABOUT WINSOR ADVANTAGE, LLCWindsor Advantage provides banks, credit unions and CDFIs with a comprehensive outsourced SBA 7(a) and USDA lending platform. Since 2010, Windsor has processed more than $2.6 billion in government guaranteed loans and currently services a portfolio in excess of $1.7 billion (as of December 31, 2019) for over 95 lenders nationwide. With more than 150 years of cumulative SBA lending experience, cutting edge technology, rigid controls and consistent processes, Windsor is uniquely qualified to assist any size lender with implementing a thoughtful and profitable government guaranteed lending initiative.
POSITION SUMMARYThe Loan Processing Associate is responsible for providing quality customer service while processing loans through closing. The Loan Processing Associate will quarterback communication with clients, borrowers, government entities and other third parties (e.g., insurance agents, attorneys, CPA's etc.), exercising discretion and judgment. This position includes required participation in and contribution to weekly departmental and pipeline meetings.
ESSENTIAL FUNCTIONS & BASIC DUTIES--- Exhibit a detailed understanding, application and adherence to Loan Processing policies and procedures. Oversee and ensure policies and procedures are being followed in compliance with regulatory and company guidelines.--- Distribute, collect, and review loan application processing checklist to obtain SBA Authorization and loan closing.--- Exhibit in-depth understanding of SBA rules/regulations and develop an ability to utilize this knowledge to independently create unique solutions and thoughtful structures.--- Manage critical relationships with borrowers, financial intermediaries, lenders, Windsor management and the SBA throughout the loan lifecycle using effective communication with a high attention to detail.--- Distribution of Loan Application Processing Checklist--- Collection of all Loan Application Processing Checklist documentation--- Preparation of an accurate and comprehensive application package--- Submit signed packages to SBA via upload portal online--- Submit of 4506-T to the IRS and complete tax verifications upon return--- Order and review any necessary third-party reports as needed--- Effectively manage and interface with third party vendors--- Work with lender and borrower on SBA screen outs. Interface directly with SBA loan specialist staff--- Review SBA authorization once received and interface with lender's closing counsel--- Special Projects assigned as necessary.--- Actively contribute in weekly Level 10 department meetings to identify, discuss, solve and implement department process improvements.

ADDITIONAL RESPONSIBILITIES--- Adheres specifically to all Company policies and procedures, Federal and State regulations and laws.--- Performs other duties as required.
RequirementsRequired Education:Bachelor's degree in Finance, Accounting or a related field preferred.
Required Knowledge:--- Knowledge of commercial loan products and basic accounting. --- A working knowledge of commercial credit principles and pertinent laws is preferred. --- Knowledge of computer systems as they relate to lending activities, including Microsoft Office Suite to include Word, Excel and Outlook is a must.--- Experience with SBA rules/regulations preferred.
Required Experience:--- 2 - 3 years related experience in administration, finance or similar industry.--- Experience managing multiple tasks while delivering highest levels of customer service with minimal supervision. --- Experience with loan processing and loan closings.
Required Skills:--- Advanced or expert level Excel skills required. --- Strong math and analytical skills. --- Excellent written and verbal communication skills. --- Ability to prioritize and meet deadlines.
Physical Demands/Work Environment Requirements:Vision, hearing, speech, movements requiring the use of wrists, hands and/or fingers. Must be able to sit, stand, stoop and bend. A valid driver's license is required. Must have the ability to fulfill the essential functions of the position.
Mental Demands: Strong analytical skills and data-driven tactics will contribute to increased results-oriented experimentations, measurements and rapid iteration across a wide variety of digital marketing strategies. Learning, thinking, concentration, the ability to influence, lead and interact well with others, the ability to exercise self-control, and the ability to work under stressful conditions, particularly in customer and employee relations' situations are necessary. Must have the ability to make decisions and exercise discretion when necessary.

Keywords: Windsor Advantage, LLC, Charleston , Loan Processing Associate, Other , Charleston, South Carolina

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Other Other Jobs

Work from Home - Part Time Sales - $15.00 base-appt
Description: Vector Marketing is running virtual interviews for sales rep positions, start work within the week Basic responsibilities include working with customers virtually, explaining our American made products, (more...)
Company: Vector Marketing
Location: Statesboro
Posted on: 04/12/2021

Account Executive
Description: McClatchy is seeking a driven sales person to join our forward thinking B2B Advertising Sales Team The ideal candidate for this outside sales position is local to the communities that The Island Packet (more...)
Company: McC The Island Packet
Location: Bluffton
Posted on: 04/12/2021

Program Specialist
Description: Job Title: Program Specialist Location: Savannah State Recruiting Loc Regular/Temporary: Regular Full/Part Time: Full-Time Job ID: 224112 About Us Savannah State University established in 1890, is the (more...)
Company: Inside Higher Ed
Location: Savannah
Posted on: 04/12/2021

Supplement Your Income - Shop and Deliver
Description: FULL-SERVICE SHOPPER br Why shop and deliver with Instacart br Instacart is the North American leader in grocery delivery. We strive to help make grocery delivery effortless, affordable, and (more...)
Company: Instacart
Location: Bluffton
Posted on: 04/12/2021

Lot Associate
Description: Job DescriptionLot Associates assist customers with the loading of their vehicles and also monitor
Company: The Home Depot
Location: Rincon
Posted on: 04/12/2021

CDL-A Company Driver - Hiring Now in Georgia- CDL-A Required (Tillman,SC)
Description: is recruiting experienced CDL-A drivers with a safe and clean record. We offer some of the best driving positions with a well-balanced life
Location: Tillman
Posted on: 04/12/2021

Packaging Representative
Description: Auto req ID: 270264BR br Job Summary FedEx Ground is an essential business that needs people to help us support the economy, handling life-saving medications and other items that keep our communities (more...)
Company: FedEx Ground
Location: Rincon
Posted on: 04/12/2021

Community Service Officer (Security)
Description: Job Title: Community Service Officer Security Location: Savannah State Recruiting Loc Regular/Temporary: Regular Full/Part Time: Full-Time Job ID: 225314 About Us Savannah State University established (more...)
Company: Inside Higher Ed
Location: Savannah
Posted on: 04/12/2021

Deli Lead
Description: The Deli Lead is passionate about enmarket's food and beverage services and provides support to the management team in meeting store operational, sales and profitability objectives. The Deli Lead serves (more...)
Company: enmarket
Location: Savannah
Posted on: 04/12/2021

Deli Associate
Description: The Deli Associate is passionate about enmarket's food and beverage services and provides support to the store management team in meeting operational, sales and profitability objectives. This position (more...)
Company: enmarket
Location: Savannah
Posted on: 04/12/2021

Log In or Create An Account

Get the latest South Carolina jobs by following @recnetSC on Twitter!

Charleston RSS job feeds