**Essential Duties and Responsibilities** + Obtains required documentation and processes all small business loan packages. + Inputs loan data into settlement and SBA systems for setup and activation. + Coordinates settlements with customers for purchase of SBA loans. + Prepares settlement packages for funding. + Prepares monthly loan certificate inventory. + Processes and posts all SBA loan principal and interest payments. + Processes and posts loan payoffs. + Balances SBA loan transfer fees. + Perform Reconciliation for P & I payments between the investors and originator. + Customer service liaison for safekeeping accounts. + Escalates more complex service issues to seasoned associates. + Performs analysis for safekeeping statements. + Performs other duties and responsibilities as assigned. **Knowledge of:** + Basic technical concepts, practices and procedures of small business loan documentation and processing. + Fundamental principles of banking and finance. + Financial markets and products. + SBA Underwriting guidelines and regulations. + Federal and State lending laws. + Loan software packages. **Skill in:** + Processing the loan packages. + Verifying loan packages and supporting documents. + Preparing loan settlement packages. + Performing loan calculations. + Operating standard office equipment and using required software applications, including Microsoft Office with an emphasis on Excel. + Mass communication distributions. **Ability to:** + Read, interpret, analyze and apply information from loan package documents. + Interpret and apply policies. + Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. + Communicate effectively, both orally and in writing. + Work independently. + Establish and maintain effective working relationships. + Maintain currency in loan processing policies and procedures. **Education/Previous Experience:** + Associate's Degree and one (1) to three (3) years of small business loan processing experience. + ~or~ an equivalent combination of education, training or experience. **Licenses/Certifications** + None required