SBA Senior Loan Packaging & Closing Specialist
New
United StatesFull-TimeSenior
Salary not disclosed
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Job Details
- Experience
- 5+ years of loan processing experience, including at least 2 years focused on SBA loan packaging and closing.
- Required Skills
- SharePointMicrosoft OfficeCompliance
Requirements
- High school diploma or equivalent required; bachelor’s degree in Finance, Business Administration, Operations Management, or a related field preferred.
- 5+ years of loan processing experience, including at least 2 years focused on SBA loan packaging and closing.
- Strong knowledge of SBA programs, E-Tran, SBA Standard Operating Procedures, and USDA lending requirements.
- Experience reviewing title work, title insurance, property insurance, liability insurance, and flood insurance documentation.
- Experience managing borrower relationships and coordinating complex lending processes.
- Strong understanding of loan documentation, compliance requirements, and regulatory procedures.
- Ability to interpret and apply lending policies and procedures to ensure operational accuracy.
- Excellent communication, negotiation, listening, and problem-solving skills.
- Strong attention to detail with the ability to manage multiple priorities and deadlines.
- Proficiency with Microsoft Office applications, SharePoint, and ShareFile.
Responsibilities
- Manage the commercial loan pipeline throughout each stage of the origination, packaging, closing, and onboarding process.
- Collect, review, and organize borrower documentation required for SBA loan processing and compliance.
- Prepare and maintain SBA borrower checklists, loan forms, authorizations, commitment letters, and supporting documentation.
- Review approved SBA and USDA credit packages to determine required due diligence, documentation, collateral requirements, and closing conditions.
- Ensure loan packages are accurately prepared and submitted through SBA processing channels, including delegated and non-delegated procedures.
- Coordinate with borrowers, relationship managers, attorneys, government entities, brokers, and third-party vendors to maintain smooth transaction progress.
- Order and review required reports, including appraisals, environmental assessments, title work, insurance documentation, business valuations, and compliance searches.
- Manage loan documentation quality by reviewing UCC searches, title documents, legal agreements, and final closing materials.
- Prepare closing documents, verify settlement statements, confirm funding requirements, and coordinate loan disbursements.
- Perform post-closing reviews to ensure documentation accuracy, completeness, and proper loan onboarding.
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