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MUFG Union Bank SBA Loan Documentation Specialist in Sacramento, California

SBA Loan Documentation Specialist - 10045169-WD


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.

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.


60% Loan Administration:

  • Perform processing functions for the most complex transactions.

  • Retain ownership of loan file in all aspects from initial due diligence review to loan closing for C&I loans.

  • Review loan package for accuracy and completeness and verify appropriate levels of authority for loan approval.

  • Review entity documentation to determine authorized signers for legal documentation.

  • Ensure all Bank requirements are met and documented.

  • Maintain accurate and complete customer communication logs.

  • Partner with the Credit Executives and Account Officer to resolve issues that arise, and interact with line management on escalations prior to ordering documents or boarding/funding.

  • Deliver executable loan documents in accordance with Account Officer and borrower requirements.

20% Loan Closing:

  • Review executed loan documents to ensure integrity of documents and proper execution.

  • Responsible for ensuring that the Bank's lien is properly secured and acceptable insurance is obtained, all conditions have been satisfied and signed off by appropriate authorized levels, and coordinate closing and funding of the loan.

  • Prepare funding documentation including boarding data for data processing system, reconciliation of fees and deposits, and satisfaction of loan compliance issues.

10% Lead and Influence:

  • Make recommendations to manager on improvements, new product requirements, and system enhancements.

  • Grow and strengthen internal partnerships.

  • Provide extraordinary customer service to internal and external customers.

10% Risk and Compliance:

  • Ensure adherence to Bank policies related to credit and compliance, such as: Know Your Customer (KYC), Anti-Money Laundering (AML), Compliance Testing, Risk Management support, due diligence requirements.



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.

Job : Operations

Primary Location : CALIFORNIA-Sacramento

Job Posting : Jul 19, 2021, 4:31:41 PM

Shift: : Day

Schedule: : Full Time

Req ID: 10045169-WD