"Alerted.org

SBA Documentation Specialist

Loan Operations

San Diego,

California

Description

About Us:

At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of ourassociates.

We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.

Think of us as financial partners, because at Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better.

About the Role:

In this role, you will generate and review SBA (Small Business Administration) loan documents utilizing the Laser-Pro Software system, while also maintaining strict compliance with SBA and Commercial lending documentation requirements.

+ Responsible for pipeline accuracy and maintenance, as well as meeting department turn time expectations.

+ Responsible for ensuring that prior to releasing the requisite Bank and SBA loan documents, all conditions for documentation have been met, all loan conditions have been cleared, and all documentsare in compliance withBank and SBASOP’s.

+ Responsible for comprehensive loan documentation production for various types of SBA loans (7a, 504, Construction, etc.) and the accuracy for all loan documents generated (new, renewals, change-in-terms, etc.) while meeting department service level agreement response times.

+ Work closely and directly with Underwriters, Closing Associates and Management to resolve anypreand post-close documentation conditions.

+ Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.

+ Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.

+ Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.

+ May be asked to coach, mentor, or train others and teach coursework as subject matter expert.

+ Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.

+ Takes personal initiative and is a positive example for others to emulate.

+ Embraces our vision to become “Business Bank of Choice”

+ May perform other duties as assigned.

About** **You:

+ H.S. Diploma/GED

+ 1-2 years of experience in SBA lending, processing, funding, title, loan servicing, escrow or related field, required.

+ Possess a basic understanding of Small Business Administration and other Government Guaranteed loan documents.

+ Knowledge of title, escrow, and general SBA workflow and functions or related banking or financial fields.

+ Basic understanding of regulatory requirements or ability to understand and comply with regulatory requirements.

+ Possess strong organizational, interpersonal, and customer service skills.Excellent verbal and written communication skills are required.

+ Proficient computer skills, with accurate data entry and ability to balance production with data integrity.

+ Demonstrate desire to partner with other internal and external team members and delivera superiorcustomer experience.

+ Individuals and entities suspended, debarred, revoked, or otherwise excluded under the SBA or Government-wide-debarment regulations are not permitted to conduct business with SBA, including participating in an SBA –guaranteed loan.Umpqua Bank is responsible for consulting the System for Awards Management’s (SAM) Excluded Parties List

+ System (EPLS) or any successor system to determine if an employee or an Agent has been debarred, suspended or otherwise excluded by SBA or other federal agency.

**Job Location(s):** Ability to work fully onsite at posted location(s).

San Diego, CA

Our** **Benefits:

We offer a competitive total rewards package including basewagesand comprehensive benefits. Thepayrange for this role is $25.00 - $33.00,and the pay rate for theselected candidate isdependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The rolemay beeligible for performance-based incentive compensation and those details will be provided during the recruitment process.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefiteligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to** **Diversity** **:

Umpqua Bank isan equal opportunityand affirmative actionemployercommitted to employing, engaging, and developinga diverse workforce.Allqualifiedapplicants will receive considerationfor employmentwithout regard to race, color,national origin,religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics.If you require an accommodation to complete the application or interview(s),please let us know by email: [email protected] .

To Staffing and Recruiting Agencies:

Our posted job opportunities are onlyintendedfor individuals seekingemploymentat Umpqua Bank.Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions.Staffing and recruiting agencies are not authorized to submit profiles, applications,or resumestothis site or toany Umpqua Bank employeeand any such submissionswill be consideredunsolicitedunlessrequesteddirectlyby a member of the Talent Acquisition team.