The Paycheck Protection Program Team is responsible for safely providing funds to our existing and potential customers to help them grow their businesses. The position of PPP Loan Assistant will provide loan support to the Lenders within the Office. The position will work with internal personnel, customers, both current and prospect, and vendors, such as title companies, insurance companies and government entities.
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In this role you will provide support to customers with questions surrounding PPP, while helping to review applications and documentation throughout the process in an effort to mitigate risk for the customer and the bank. You will also be responsible for reviewing and processing the Bank's PPP loan portfolio for forgiveness. As needed, assist with commercial, real estate and consumer loan administration.
Responsibilities:
-Provide support to existing and prospective customers with questions and inquiries for Paycheck Protection Program Loans as part of the CARES Act
-Collect loan documentation in order to mitigate risk for them and the Bank. Ensure appropriate documentation is included in the borrower files
-Facilitate communication between the Bank, the customer and the U.S. Small Business Administration (SBA)
-Help manage loan pipelines for loans in process
-Assist borrowers in completing their application for PPP Loan Forgiveness.
-Quickly and efficiently assess the completeness of Forgiveness Applications.
-Communicate with borrowers to collect and verify all relevant documentation to support their Forgiveness Application calculations.
-Confirm receipt of the required documentation the borrower submits to aid in verifying payroll and non-payroll costs.
-Ability to review tax forms, payroll records, lease agreements, and financial statements to identify eligible PPP expenses to include in the calculations.
-Notify customer of forgiveness decision
-Adhere to Bank and SBA policies and guidelines
-Typing and editing various forms of correspondence to include letters, loan comments and other Bank documents
-Obtain credit reports
-Order 3rd party reports such as appraisals, title reports,
-Scanning and doc tracking
-Set up, develop and maintain loan files and documentation in Suntell
-Other duties as assigned
Working hours: 8:00 AM - 5:00 PM
Skills:
-Must have good writing and editing skills
-Computer proficiency required - ability to use internet, email and Microsoft Office Word and Excel
-Must be able to conduct oneself in a manner that promotes trust in the individual and our organization.
-Must maintain confidentiality at all times due to the nature of information about customers and transactions
-Work cooperatively and respectfully with all Bank Team Members
-Self-directed - must be able to fulfill the responsibilities of the position with minimal supervision
-Must be able to prioritize and organize responsibilities to maximize productive results
Education:
High School
Experience:
1-4 years
Qualifications:
-Three plus years clerical/administrative experience in a customer service setting
-Prior Banking experience preferred
-Must be bond-able
-Prior experience in loan support or loan processing helpful
-Experience with finance, payroll, tax or bookkeeping is a plus
-Ability to work in fast paced environment and be flexible to new and changing tasks
-Strong attention to detail
Apply today at www.spherion.com/apply/75034
Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. No one works harder for you than Spherion. EEO Employer: Race, Religion, Color, National Origin,
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The Paycheck Protection Program Team is responsible for safely providing funds to our existing and potential customers to help them grow their businesses. The position of PPP Loan Assistant will provide loan support to the Lenders within the Office. The position will work with internal personnel, customers, both current and prospect, and vendors, such as title companies, insurance companies and government entities.
In this role you will provide support to customers with questions surrounding PPP, while helping to review applications and documentation throughout the process in an effort to mitigate risk for the customer and the bank. You will also be responsible for reviewing and processing the Bank's PPP loan portfolio for forgiveness. As needed, assist with commercial, real estate and consumer loan administration.
Responsibilities:
-Provide support to existing and prospective customers with questions and inquiries for Paycheck Protection Program Loans as part of the CARES Act
-Collect loan documentation in order to mitigate risk for them and the Bank. Ensure appropriate documentation is included in the borrower files
...
-Facilitate communication between the Bank, the customer and the U.S. Small Business Administration (SBA)
-Help manage loan pipelines for loans in process
-Assist borrowers in completing their application for PPP Loan Forgiveness.
-Quickly and efficiently assess the completeness of Forgiveness Applications.
-Communicate with borrowers to collect and verify all relevant documentation to support their Forgiveness Application calculations.
-Confirm receipt of the required documentation the borrower submits to aid in verifying payroll and non-payroll costs.
-Ability to review tax forms, payroll records, lease agreements, and financial statements to identify eligible PPP expenses to include in the calculations.
-Notify customer of forgiveness decision
-Adhere to Bank and SBA policies and guidelines
-Typing and editing various forms of correspondence to include letters, loan comments and other Bank documents
-Obtain credit reports
-Order 3rd party reports such as appraisals, title reports,
-Scanning and doc tracking
-Set up, develop and maintain loan files and documentation in Suntell
-Other duties as assigned
Working hours: 8:00 AM - 5:00 PM
Skills:
-Must have good writing and editing skills
-Computer proficiency required - ability to use internet, email and Microsoft Office Word and Excel
-Must be able to conduct oneself in a manner that promotes trust in the individual and our organization.
-Must maintain confidentiality at all times due to the nature of information about customers and transactions
-Work cooperatively and respectfully with all Bank Team Members
-Self-directed - must be able to fulfill the responsibilities of the position with minimal supervision
-Must be able to prioritize and organize responsibilities to maximize productive results
Education:
High School
Experience:
1-4 years
Qualifications:
-Three plus years clerical/administrative experience in a customer service setting
-Prior Banking experience preferred
-Must be bond-able
-Prior experience in loan support or loan processing helpful
-Experience with finance, payroll, tax or bookkeeping is a plus
-Ability to work in fast paced environment and be flexible to new and changing tasks
-Strong attention to detail
Apply today at www.spherion.com/apply/75034
Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. No one works harder for you than Spherion. EEO Employer: Race, Religion, Color, National Origin,
Show lessShow more