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SBA Loan Documentation Specialist

Company: MUFG
Location: Phoenix
Posted on: June 12, 2021

Job Description:


Are you passionate about creating an exceptional client experience?


Discover your opportunity with Union Bank, a division of the Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world. At Union Bank, we care about the details that matter most to our clients. We have our clients’ best interest in mind, drawing on more than 150 years of experience to understand their distinct needs and tailor our solutions. We’re part of 180,000 colleagues around the globe striving to be the world’s most trusted financial group. Trust starts with a culture of putting people first and empowering you to achieve your potential. Join Union Bank, where being inspired is expected and creating results is rewarded.


Job Summary:

We're searching for a CCSG Loan Administrator to handle the pipeline of loans in process and prepare loan documentation You will need to ensure loans reflect approved loan terms and are consistent with Bank policy and procedures. In addition, you should understand Commercial & Industrial (C&I) loan documentation, all applicable Federal regulations and requirements, and commercial lending guidelines.


Major Responsibilities:

Prepare loan closing documentation for SBA 7a, SBA 504 and Commercial loans using internal software programs. This includes review of the credit approval and loan document request forms to determine the required documentation specific to the transaction. Complete accurate data entry to ensure documentation completed complies with SBA SOP, Bank policy and procedures as well as governing regulations and within the department’s service level agreement turn times.




The right candidate will have:

  • 7+ years experience in loan documentation
  • Understanding of the commercial loan process, loan accounting, and complex commercial loan documentation
  • Strong reasoning and analytical skills
  • Exceptional verbal, written and interpersonal communication skills
  • Proficient in Microsoft Word and Excel
  • Detailed knowledge of bank policies, legal/ regulatory environment, and industry standards
  • High School diploma or G.E.D.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.


We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.


A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.



Keywords: MUFG, Phoenix , SBA Loan Documentation Specialist, Other , Phoenix, Arizona

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