SBA Quality Control Specialist

Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.

Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.

Essential Functions and Responsibilities

• Act as liaison between Closing Specialists and Team Lead to ensure loans are closed in a timely manner
• Performs pre-close and post-close review of loan closing files to ensure compliance with the SBA's SOP and internal Credit and Closing policies
• Communicates pre-close action items to the appropriate Closing Specialist
• Works with Closing Specialists to clear pre-close action items prior to Team Lead's final review
• Works with Closing Specialists for continued process improvement
• Communicates document deficiencies to Closing Manager and/or Operations Manager for remediation as necessary
• Ensures accuracy of loan closing/funding and post-close activities
• Assists with verification of newly boarded loans to ensure accurate input within E-Tran
• Remains apprised of Closing Specialists' responsibilities to provide personnel coverage or manage pipeline overflow as needed
• Communicates pertinent company and closing information to team as it becomes available

• Willingness for continued education and training to ensure up-to-date knowledge of the SBA's SOP

• Handles other responsibilities or special projects as needed by Operations Manager

Other Duties and Responsibilities

• Assists with other tasks and projects as assigned.

Knowledge, Skills, and Abilities

• Must have excellent communication skills in English, both verbal and written
• Must have basic knowledge of Microsoft Office
• Must have ability to understand all business processes within the credit union
• Must be resourceful and have excellent organizational skills, meticulous attention to detail, and the ability to analyze information critically
• Must demonstrate adaptability to thrive in a fast-paced general office environment
• Must be flexible and able to shift resources and priorities as required

• Must be comfortable with multi-tasking an assortment of assignments and responsibilities

• Must be able to demonstrate effective organization, critical thinking, and problem-solving skills
• Must be able to demonstrate initiative to accomplish work objectives

• Must have excellent organizational skills, adept at managing multiple tasks and deadlines effectively, along with being resourceful, well-organized, and demonstrating critical thinking, problem-solving skills and a strong attention to detail and accuracy

• Must have a high level of integrity and ability to manage sensitive and confidential information

• Must be able to work effectively in a team environment
• Must be able to prioritize and operate with a sense of urgency

• Should possess a strong commitment to providing excellent service to Truliant's members

Physical Requirements

• Occasional standing, walking, bending, and stooping required
• Must be able to sit at a desk for long periods of time and use a computer
• Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds

Education and Background

• Bachelor's degree in finance, business administration, or a related field or relevant industry experience preferred
• SBA 7(a) lending experience preferred

• Experience in a compliance function preferred

If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!

As a member of the Truliant family, you will enjoy the following full time benefits:

• No-cost employee Medical, dental, vision coverage
• Prescription benefits (including mail order)
• Paid holidays and Paid Time Off (PTO)
• 401(k) plan with contribution matching
• Retirement/pension plan
• Paid community involvement volunteers hours
• Paid group life Insurance
• Teammate loan discounts
• Tuition reimbursement
• Short and long-term disability
• Health & Wellness program
• Teledoc (physician video conferencing)
• Onsite fitness facilities or health club reimbursement
• Employee Assistance Program (EAP)
• Medical flexible spending account
• Dependent care flexible spending account