Position Overview. The Closing Specialist reports directly to the Closing Department Manager. The primary duties are ensuring all required documents are present and accurately completed before the loan enters the closing process. Responsible for validating the accuracy and completeness data across key documentation and the loan application and “approving and committing” documents in the Closing Guidelines and Procedures. This position is respons...
Position Overview. The Junior Closing Specialist reports directly to the Closing Department Manager. The primary duties are performing key searches in the approval process that inform decision-making, minimizing risks and ensuring the loan approval aligns with regulatory and internal standards. Searches include but are not limited to ETRAN through the SBA SBA Capital Access Financial System (CAFS), collateral searches (real estate & vehicle titl...
Position Overview. The Customer Support Specialist is the first point of contact for new applicants and is responsible for ensuring that our initial interactions meet the highest customer service standards. The role is responsible for responding to customer inquiries across a variety of contact channels and laying the foundation for a working relationship with our company. A primary focus of the Customer Support Specialist is to educate customers...
Relationship Manager - Hybrid - Austin TX. Relationship Managers play a critical role in servicing the needs of our customers and driving customer success. Relationship Managers don’t just manage transactions, they nurture relationships with our small business customers. You will be interacting with people from hundreds of industries throughout the US. You will be responsible for knowing the underwriting and packaging requirements of all on-platf...
