All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status. Univest Financial Corp SBA Processor US-PA-Souderton Job ID: 6319 Type: Part Time, less than 20 # of Openings: 1 Univest Bank - Souderton Overview

Univest Financial Corporation (UVSP), has approximately $7.9 billion in assets and $5.0 billion in assets under management and supervision (as of June 30, 2024). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. For nearly 150 years, Univest has stayed true to our philanthropic spirit and the strength of our Committed To Local giving program is one of the things that differentiates us. In 2023, Univest donated $2.4 million to our local nonprofits and our employees volunteered more than 13,100 hours.

At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.

Were hiring a SBA Processor to join our SBA Lending Team.

Responsibilities

Assist SBA Relationship Manager with collection of items needed for application submission to underwriting and organize and label items within SBA-specific 10-tab file structure.

Pre-approval processing of SBA loans for underwriting in collaboration with SBA Operations Coordinator and Administrator, including preparation of SBA forms 1919 and 159, performing CAIVRS and SAM.gov pre-screening verification checks, tax transcript verification, and ordering LexisNexis or other credit reports as needed.

Post-approval processing of the SBA loan for closing in collaboration with SBA Closing Specialist in accordance with the signed commitment letter and SBA loan approval, such as ordering searches, IRS verification of tax returns, coordination of real estate reports, ensuring proper insurance coverage and otherwise collecting all items needed as conditions of closing,

Facilitate communication between the SBA RM, borrower, closing attorney, title company and the Bank's documentation department to ensure all conditions of the SBA loan approval have been met, verify loan fees for the closing attorney and centralized funding,

Follow through on post-closing responsibilities of all SBA loan closings by scanning signed loan documents to Synergy and/or loan operations and monitoring SBA post-closing checklist to ensure adherence to the loan approval.

Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct

Perform additional duties as required

Qualifications

3+ years experience working with the SBA loan program and its requirements, understanding of the SBA's Standard Operating Procedures(SOP)

Ability to act independently in a high-volume environment and complete routine tasks with little supervision.

Strong interpersonal, written and verbal communication skills.

Ability to work within compressed deadlines.

Proficient in Microsoft Office experience with Jack Henry suite, Salesforce, nCino, and regional property search providers preferred

Click here for Benefit Information - https://www.youtube.com/embed/h1P5KuxFvss

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An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without r gard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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