Loan Pre-Qual Team Member (St. Petersburg) Position Available In Pinellas, Florida

Loan Pre-Qual Team Member (St. Petersburg) 3.2 3.2 out of 5 stars 700 Central Avenue, Saint Petersburg, FL 33701 BayFirst National Bank is a full-service community bank as well as a national SBA Lender dedicated to providing a wide range of high-quality banking services delivered in a personalized, friendly manner. Founded in 1999 and headquartered in St. Petersburg, Florida, we are a true community bank with the goal of becoming a one-stop shop and trusted financial resource for the communities that we serve. Understanding that our employees are our most valuable resource, we are committed to providing career development opportunities, competitive compensation, and generous benefits to our entire workforce. As an organization, we encourage open communication in an environment of mutual respect, where hard work is rewarded, and a professional but informal atmosphere is valued within the workplace.

Primary Purpose of Position:

The primary purpose of the

SBA BOLT

Pre-Qualification Team is to assist our production team with qualifying applications for the Bolt SBA loan. If the borrower prequalifies, the BOLT Pre-Qualification Team Member will work directly with the Team Lead to ensure proper file assignment. If the loan does not qualify, the Pre-Qualification team will consider recommending for other products and issue the adverse action notice. The role is an entry level position suited for someone with a desire to learn and grow. There is opportunity to advance within this department for someone successful in this role. Duties and Responsibilities include, but are not limited to, the following: Pre-qualify borrowers by obtaining necessary information in order to pull the pre-approval credit scores for both the borrower and owner/guarantors. Perform accurate data entry Review documents such as tax returns with a keen eye Pull various reports Work with the Loan Coordinators and assist with various tasks as needed (document collection, follow up, reporting…) Miscellaneous duties as assigned

Qualifications and Requirements:

High School diploma or GED equivalent required Data entry experience a plus Must be comfortable communicating on the phone and working in a fast-paced environment Excellent communication skills both verbal and written Highly motivated self-starting professional Strong work ethic with positive attitude and high energy Professionalism A passion for learning and growing Excellent attention to detail Computer proficiency Strong organizational skills with the ability to multi-task effectively #LI-BT1