Description

The SBA Loan Assistant is a critical part of the SBA lending team, providing direct support to SBA Relationship Managers through the full loan lifecycle from application through closing.

ESSENTIAL JOB FUNCTIONS :

• Assist Relationship Managers in gathering and organizing borrower documentation required for SBA loan applications
• Prepare and review loan files for completeness and compliance with SBA SOP and internal checklists
• Track loan pipeline activity and communicate status updates to RMs, borrowers, and internal stakeholders
• Coordinate with underwriting and closing teams to facilitate timely loan processing
• Maintain accurate records in the loan origination system throughout the loan lifecycle
• Assist with correspondence between borrowers, lenders, and third-party vendors (appraisers, title companies, etc.)
• Support file documentation for SBA authorization, closing packages, and post-closing requirements
• Flag compliance issues or documentation gaps to Relationship Managers or the Credit Administrator

JOB REQUIREMENTS :

• High school diploma or equivalent required
• Prior experience in a loan support, loan processing, or banking operations role

KNOWLEDGE/SKILLS REQUIRED :

• Intermediate written and verbal communication skills
• Intermediate understanding of SBA lending SOP and regulations
• Intermediate organizational skills
• Intermediate proficiency with loan origination systems
• Intermediate proficiency with Microsoft Office
• Intermediate understanding of SBA SOP documentation standards
• Basic analysis skills
• Basic understanding of credit underwriting guidelines
• Basic understanding of financial documents

PHYSICAL AND MENTAL QUALIFICATIONS :

• Standing, walking, bending and stooping required
• Must be able to sit at a desk for long periods of time and use a computer
• Must be able to occasionally move or lift up to 10 pounds
• May be asked to work supplemental hours periodically
• Limited travel required occasionally during and after business hours