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  • SBA Loan Documentation Specialist

    Job Locations US-PA-Phoenixville
    Posted Date 2 weeks ago(4/11/2018 3:59 PM)
    Job ID
    # of Openings
  • Overview

    At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences, and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.

     Customers Bank, recently named by Forbes magazine as the 35th Best Bank in America (there are over 5,700 banks in the United States!), has an exciting opportunity for an SBA Loan Documentation Specialist within our Loan Administration department. As an SBA Loan Documentation Specialist, you will be responsible for successfully closing SBA loans in strict accordance with the SBA authorization without exceptions. You will also review due diligence items, attorney-prepared documents and setup authorizations for disbursement.

     We are looking for an extremely agile individual with excellent organizational skills, who thrives in a fast-paced environment.


    • Interact with Customers Bank processors, BDOs (who will have a varying degree of knowledge about SBA loan transactions), outside counsel, and the Bank’s outside LSP (Lender Service Provider)
    • Post close loans in SBA 10-tab format
    • Recognize that the SBA group has extremely ambitious production goals ($100,000,000) for 2018
    • Input all customer information into both internal and SBA loan platforms
    • Function as a point of contact for other internal departments during the SBA loan process; which includes the Credit Department, Compliance, Loan Documentation, Loan Servicing, and Post-Closing Review
    • Perform other duties as assigned


    • 3 + years of experience in SBA loan processing required
    • High school diploma required
    • Proficient in Microsoft Office Suite
    • Previous experience in Laser Pro loan documentation software preferred
    • Ability to multi-task and manage multiple loan transactions simultaneously
    • Strong attention to detail and excellent organizational skills
    • Ability to demonstrate flexibility, versatility, commitment, and good judgment in a team-oriented environment
    • Desire to constantly learn and develop skills
    • Strong analytical, problem-solving skills, and business acumen
    • Ability to build strong relationships


    Customers Bank will provide consideration for employment to qualified applicants without regard to their race, color, religion, national origin, sex/ gender, sexual orientation, gender identity, protected veteran status or disability.

    VEVRAA Federal Contractor, seeking priority referral of qualified protected veterans.




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