Univest Financial Corporation (UVSP), has approximately $7.8 billion in assets and $4.7 billion in assets under management and supervision (as of December 31, 2023). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. In 2023, Univest donated $2.4 million to our communities, and our employees volunteered more than 13,100 hours.

At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.

We're hiring a SBA Operations Administrator to join our SBA Lending Team in Souderton, PA.

Prior to the Acceptance of a Commitment Letter

• Order searches as requested
• Order appraisal quotes and appraisals as requested
• Order any needed environmental reports as requested
• Pay the SBA guarantee fee(if applicable) as instructed by underwriting

Upon Acceptance of a Commitment Letter

• Process the Good Faith deposit check and clarify funds allocation to Centralized Funding
• Share any loan costs incurred prior to issuance of Commitment Letter with the Closing Specialist
• Send RM Closed Loan success story to compliance for clearance in advance of closing, attach to Media Release Form(if required) and include in closing package. Remit signed MRF to Marketing to be added to Banks LinkedIn page.

Post-Closing

• Work with Closing Specialist to ensure Centralized Funding pays loan fees appropriately
• Deliver executed documents, along with Post-Closing Addendum and additional items provided by the RMs and Closer, to Operations
• Maintain Closed Loan Log
• Once loan is booked in JH & Xperience, confirm SBA verbiage is correct in message section
• Handle all aspects of disbursements as they relate to a multiple disbursement loan: maintain disbursement sheet and audit trail for each disbursement, order inspections, cut any checks due
• Order post-close searches for all 7A term loans that are to be sold on the secondary market and communicate to Managing Director when a loan is cleared to be sold

Quarterly Responsibilities

• Maintain Quarterly GOS Trackers as requested by Managing Director
• Maintain the department COI Log by utilizing the individual RM COI Logs
• Maintain department Training Log
• Complete the Quarterly Lender Incentive & GOS Allocation spreadsheet and send to F&A

Overall Responsibilities

• Maintain SBA Lending drive folders(organize, update, remove obsolete)
• Ensure all templates are updated and in appropriate locations
• Send all invoices to F&A for processing
• Monitor the SBA hotline(215.721.2460) and mailbox: SBALending@univest.net to properly handle inquiries
• Places all Staples and Univest branded orders for department
• On pipeline weeks: email to all participants the Consolidated Pipeline Reports
• Broker items: Ensure broker package is current, vette all brokers per SBA requirements, maintain the Broker Log, process broker payments through F&A
• Handle all customer complaints via Salesforce process
• Process and send any required Adverse Action Letters
• LinkedIn reminders to team regarding closed loan posts and similar
• Maintain and update, as needed, SBA page on the Nest
• Maintain and update, as needed, the SBA Lending Policy
• Coordinate all PARRis reviews
• Complete any needed PP presentations and handle all printed materials
• Responsible for compliance with laws and regulations that apply to this position including the Univest Code of Conduct
• Perform other duties as assigned

Minimum 3-5 years banking experience, commercial lending preferred but not required

Ability to learn SBA loan products and the SBA SOP

Ability to act independently and multi-task in a high volume environment

Ability to use judgment to complete routine tasks with minimal supervision

Strong written and verbal communication skills

Strong computer skills and working knowledge of Microsoft products(Word, PowerPoint, Excel) and ability to learn Salesforce/nCino.

Click here for Benefit Information

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An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.