HomeTrust Bank

Loan Specialist

• This position is responsible for the loan processing (packaging and closing) of all SBA and USDA loans.
• Work closely with the SBA Lending Team, attorneys, third-party vendors, and other internal departments to process, close, and manage the SBA relationships with the highest degree of SBA loan program compliance.
• Provide administrative support relative to SBA loan origination and closing process and spearhead communication with clients, borrowers, brokers, government entities, and other third parties exercising discretion and judgment.
• Manage the Commercial Loan Pipeline (CLP) record after the initial entry by the Relationship Manager, and monitor and update status through each phase of process.
• Assist in the collection and review of required application and financial documents to establish the SBA Borrower Checklist.
• Responsible for maintaining the SBA Client File in accordance with the Bank's file folder structure and ensuring documentation is saved to the appropriate subfolders using the Bank's established naming conventions.
• Draft, review, and manage the SBA Borrower Checklist, SBA Forms including Forms 1919 and 159, Loan Authorizations, ETRAN Terms and Conditions, and Loan Commitment Letters.
• Ensure loans are closed in compliance with the Bank's and SBA's policies and procedures.

Senior Loan Packaging & Closing Specialist