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SBA Loan Coordinator

Team: SBA Loan Officers
Department: Fund-Ex
Location: Syracuse, New York
Commitment: Full-time
Summary
Are you ready to join a growing team that puts a premium on productivity and has an award-winning culture, centered around transforming talented employees into effective business leaders?
 
Then Fund-Ex Solutions Group is the place for you. We offer innovative financial solutions to licensed and highly-skilled professionals, representing the best of both traditional lending and fintech, and are looking for passionate, impact players to help take our company to the next level.
 
At FSG, you’ll become immersed in the finance industry—with a variety of loan solutions, credit cards, patient financing, bank programs, and collections services, which have helped FSG become one of the leading providers of finance solutions.
 
With over 18 years in business, we have the stability of an established company with the speed and agility of a startup, where ingenuity and risk-taking are encouraged, and every employee has the opportunity to learn, grow and thrive. 

Who You Are
Our SBA Team is looking for a self‐driven, autonomous and ambitious individual with the ability and willingness to learn Fund-Ex Solution Group's financial products and services – which is the Small Business Administration’s 7(a) loan program. You will experience working in a high‐energy environment while continuing to gain extensive knowledge of the financial industry.  The work you perform is critical to our success, and will have a substantial impact on FSG’s business operations and customers.  
What You'll Do
  • Master the Standard Operating Procedure issued by the SBA
  • Excellent communication with top-notch customer service approach
  • Document activity using our CRM from origination to closing of loan request
  • Works closely with SBA Business Development Officers and SBA Credit Underwriters to determine the information and documentation needed for packaging of loan at origination
  • May require direct contact with borrower
  • Works closely with SBA Business Development Officers to submit loan applications to SBA Credit Underwriters for credit decision
  • Works closely with SBA Business Development Officers, SBA Credit Underwriters and SBA Closers to facilitate loan movement through loan closing and funding process
  • Reviews information being collected and communicates any needed changes to appropriate parties for clearance and approvals
  • Acts as intermediary for consistent borrower communication throughout the SBA process 
What You'll Need
  • Bachelor’s Degree or equivalent work experience
  • Strong relationship-building skills needed to build rapport with clients quickly and professionally
  • Analytical/problem-solving skills are essential
  • 2 to 5 years of sales experience (inside phone/intangibles preferred) along with a track record of success as a closer and achieving goals and quotas
  • Must have knowledge of SBA industry
  • Detail oriented with strong coordinating skills
  • Thrive on energy, passion and the desire to work in a fast-paced environment
  • Must be willing to learn and be coachable
Life at BHG
At BHG, we work hard and aren't afraid to take risks. Since the beginning, our core values of PMA (positive mental attitude), team player and loyalty have been the driving force behind every interaction we have between each other and our customers. We have a healthy respect for the daily grind, yet we value work/life balance. We believe that all employees should have the opportunity to lead and that good ideas can come from anyone. From the top-down, our leaders are actively involved not only in strategic oversight and running the business, but also in the well-being and growth of all employees. We consider people our #1 asset, and help employees realize their full potential, set and exceed their goals, and explore new opportunities for personal and professional development.
Why You Should Join BHG

We strive to offer amenities, opportunities, events, and programming that support the interests of our teams, while furthering the culture that makes us Great Place to Work® certified. Some of the benefits you can expect when you join BHG include:

  • 100% coverage of monthly health insurance premiums
  • Competitive PTO and vacation policies
  • Company 401(k) plan with employer contributions after one year
  • On-site gym access and memberships, with personal trainers, and certified nutritionists on staff
  • Company-sponsored training and certification opportunities
  • Monthly award ceremonies where top achievers are celebrated and receive additional bonuses
  • Ongoing volunteer opportunities to give back to the community through our BHG Cares program
If you’re ready for a career where you can exercise your passions, be surrounded by co-workers who are relentlessly committed to service, and have a team-player mindset, apply today!
Apply Now
Bankers Healthcare Group is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. Bankers Healthcare Group is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.