Expoint - all jobs in one place

The point where experts and best companies meet

Limitless High-tech career opportunities - Expoint

JPMorgan Small Business Administration Solutions Officer Senior 
United States, Texas, Plano 
959055487

03.08.2024

Job Responsibilities

  • Act as a subject matter expert on SBA Express and small 7a loans at both BLC and CSC loan centers
  • Act as primary point of client contact during the SBA eligibility phase of the process which includes obtaining critical documentation
  • Monitor loans in pipeline and collaborate with internal partners during post-approval to facilitate timely closing and client satisfaction
  • Adhere to defined processes to insure appropriate support of SBA products
  • Prepare fair and accurate Loan Comparison Tools for SBA Solutions Consultants
  • Structure and price loans for all SBA transactions adhering to bank policies and government regulations
  • Monitor loans in pipeline and collaborate with internal partners during post-approval to facilitate timely closing and client satisfaction
  • Manage equipment evaluation process for Business Banking
  • Serve as mentor for less experienced Solutions Officers
  • Assist in providing initial and follow-up training of newly hired SBA Solutions staff on SBA products and processes
  • Provide product expertise to BRM as needed

Required qualifications, capabilities, and skills

  • Ability to identify opportunities and issues by asking targeted questions to assess current client needs and goals
  • Results-oriented, customer-focused with a bias for action and sense of urgency
  • Ability to work independently with minimal supervision
  • Maintain strong communication skills with individuals at all levels, internally and externally
  • Proven negotiating and business credit skills

Preferred qualifications, capabilities, and skills

  • Minimum of 3 years SBA or related background in relationship development
  • Robust understanding of SBA programs along with industry standards and rules/regulations strongly preferred
  • Bachelor’s Degree in Finance, Marketing or related business field or equivalent work experience