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SalaryAt Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.
Work Location: This position can be remote; if within a commutable distance of a Customers Bank location, the expectation is to be hybrid and come into the office 3-days per week on Monday, Tuesday, and Thursday.
Who is Customers Bank?
Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.
We get you further, faster.
Focused on you: We provide every customer with a single point of contact. A dedicated team member who’s committed to meeting your needs today and tomorrow.
On the leading edge: We’re innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.
Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we’re a partner you can trust.
What you’ll do:
We are looking for an ambitious, self-starter who has excellent organizational, customer service skills and is detail oriented that will thrive in a fast-paced environment.
- Customer first focus, with an emphasis on compliance with Bank and SBA guidelines
- Preparing the CB term sheet and commitment letter and ensuring it complies with the FTA as presented to the deal review team.
- Working with customer to collect and review all information required for application submission internal credit team and ensure completeness and compliance with all SBA requirements.
- Coordinating information flow between borrower, bank and bank counsel.
- Ordering any third-party reports from vendors (business valuations), or coordinating with internal team members for ordering of appraisal and environmental reports, if required.
- Engaging counsel (in consultation with direct manager) to work on loan file once internal approval has been received by BDO.
- Being point person between attorney, client, and bank.
- Collecting and reviewing all required due diligence for loan closing, including business insurance, title insurance, life insurance, equity injection and all other due diligence as required by attorney prepared checklist.
- Coordinating closing with attorney and internal documentation team to ensure that all due diligence items have been received and accepted by both external counsel and internal documentation area.
- Staying informed and updated with the latest changes to SBA policies and procedural changes to the SOP.
What do you need?
- Requires 3+ years, prior commercial closing experience
- SBA specific closing or documentation experience strongly preferred
- Strong oral and written communication skills
- Some previous credit experience is helpful, but not required
- Ability to manage time
- Strong organizational skills
- Time management, Task prioritization, Multi-tasking, and Attention to detail
- Must be able to work independently and as part of a team.
Technology Skills:
- Microsoft Office applications
Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.
Diversity Statement:
At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let’s take on tomorrow.
