Manage all multi-disbursement SBA 7(a), USDA, and 504 term loans, including construction monitoring, inspections, and disbursement activities.
Ensure compliance with SBA SOP, credit approval terms, construction budgets, and internal risk controls while safeguarding bank collateral.
Coordinate with borrowers, contractors, inspectors, and internal teams to provide clear communication and resolve issues efficiently.
Fulton Bank is a community bank that provides financial services, including SBA lending and construction loan administration. The company fosters a culture of continuous learning, work-life integration, and inclusion, with a digitally enabled work environment.
Support branches, Wealth Management, and digital channels with customer relationships and account opening.
Process account maintenance, transactions, and resolve customer inquiries.
Identify opportunities to meet customer needs through cross-selling bank products and services.
The organization is a financial institution that offers banking products and services through its Banker Service Center. It values customer service, compliance, and teamwork.
Investigate credit and financial information for prospective and existing commercial clients.
Analyze business and personal financial statements, tax returns, cash flow, collateral, and sources of repayment.
Prepare credit approval packages, spreadsheets, summaries, and written analyses for loan decision makers.
Banner Bank provides financial services to individuals and businesses, with over $16 billion in assets and 135 branches across four states. It has a strong culture focused on core values and was recently Great Place to Work Certified.
Monitor and analyze transactional activity for unusual activity including fraud and money laundering.
Conduct research using internal and external sources to determine if escalation is warranted.
Prepare and complete required reporting and dispositions accurately and timely.
OppFi is a leading tech-enabled digital finance platform that provides financial products and services for everyday Americans. They are a team of caring, innovative, and inclusive individuals with a 4.4/5.0-star Trustpilot rating and recognized as a Built In 2026 Best Places to Work in Chicago.
Own the client relationship from first conversation through funded transaction, advising on capital strategy and sourcing lenders.
Lead the full placement process including structuring capital stacks, preparing materials, and negotiating term sheets.
Leverage proprietary technology and workflow systems to maximize throughput and commissions.
WelcomeLend is a fast-growing middle market capital markets advisory that pairs seasoned experts with proprietary technology to deliver efficient deal execution. The company has closed over $3B in transactions and is building the future of CRE capital markets.
Originate and structure real estate investment loans including fix-and-flip, new construction, bridge, and DSCR rental financing.
Build and maintain relationships with real estate investors, brokers, and referral partners to generate repeat business.
Own the full loan lifecycle from prospecting through underwriting and closing, achieving high production targets.
Jobgether is a platform that uses AI-powered matching to connect candidates with job opportunities. It partners with companies to manage applications and next steps, focusing on high-performance roles.
Design and author complex real-world financial scenarios testing AI reasoning.
Create multi-step tasks based on financial documents like reports and statements.
Conduct quality checks to ensure clarity and correctness of task designs.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. It uses an AI matching process to review applications quickly and fairly.
Develop and maintain profitable indirect lending relationships with franchise auto dealers in the Houston market.
Drive direct sales to dealers, service dealer customers, and train dealership staff on products.
Manage portfolio performance through reporting, market knowledge, and identifying new business opportunities.
Huntington is a regional bank offering a full array of financial products and services. They employ thousands and foster a culture of looking out for people with a can-do attitude, service heart, and forward thinking.
Drive home lending growth across Townsville and surrounding areas by building strong local networks.
Deliver personalized lending solutions as the local face of Beyond Bank, meeting members in the community.
Proactively generate leads and deepen relationships through consultative conversations.
Beyond Bank is one of Australia's largest member-owned mutual banks, providing personal, business and community banking to over 300,000 members. They are a Certified B Corp with a culture focused on community impact and sustainability, employing a collaborative team across 50+ branches nationally.
Diligently review credit, income, and assets documentation to determine borrower creditworthiness.
Mentor processing staff on underwriting deficiencies and calculation errors.
Underwrite 2-3 new files daily in addition to reviewing conditions and clear to close.
Inspire Home Loans, an affiliate of Century Communities, strives to make homeownership a reality by providing mortgage services. They focus on sustainable, affordably priced homes and offer resources for team members to build rewarding careers.