Job Summary
The primary responsibility of the Program Associate is to assist the Program Manager’s efforts to increase our SBA 7a Community Advantage loan volume. This is accomplished through administrative work to track leads and turn them into qualified clients. The Program Associate will document leads in Salesforce and follow up with applicants to complete the file and expedite processing. They will review the loan file to ensure that all necessary documents are present and when not present, will create necessary forms and lists items outstanding. The Program Associate will keep accurate notes and log all activities in order to provide up to the minute details regarding document collection efforts and client conversations. They will utilize reporting tools to determine areas for follow-up and program trends to improve lead conversion.
Essential Responsibilities and Principal Accountabilities
- Process loan inquiries and provide potential borrowers with TMC application and customized loan proposals.
- Receive loan files from internal or external sources, complete data entry for each loan into Salesforce and other processing platforms including Ventures, Cirrus, and partner platforms
- Review documentation as it is received for completeness of accordance with published checklist then create/update list of items needed
- Obtain missing documents from BDO, Loan Partners, and Client.
- Keep real-time notes to track documentation efforts in Salesforce so that employees with a need to know can get current status at any time on loan files in process.
- Assume an active role in turning a new Intake into a deal ready for PQ.
- Follow up with Client on collecting needs list items.
- Follow up on missing documentation at all stages (Intake, Lead, PQ, underwriting, closing) in process to keep Community Advantage pipeline current.
- Manage Salesforce pipeline and reporting.
- Ensure Salesforce reflects up-to-date and accurate contact information for referral partners and new lead sources.
- Log all important email correspondence to Salesforce.
- As needed, may review and respond to or redirect Program Manager email when they are out of the office for an extended period of time.
- Perform other projects as assigned.
Qualifications
- Bachelor’s degree (B. A.) from four-year college or university; and/or 2-4 years related experience and/or training; or equivalent combination of education and experience.
- SBA Lending, business lending and/or credit experience preferred; or interest and drive to become an SBA small business lending expert.
- Excellent time management and project management skills; must be able to track and manage details for multiple clients and projects.
- Obsessively detailed without compromising deadlines.
- Strong people and communications skills are essential. Must be able to interact and cooperate with various personality types and work levels both internally and externally.
- Organized, disciplined thinker with ability to work independently in fast paced, rapidly changing environment.
- Adaptable to changing processes, and able to think critically to provide recommendations for process improvements.
- Excellent phone etiquette and customer service skills.
- Strong written communications and email etiquette skills.
- Proficiency in MS Office applications – Word, Excel, PowerPoint, Outlook.
- Working knowledge of CRM databases. Salesforce experience a plus.
$30.00 plus incentive and bonus