SBA Lending Consultant

This is a fully remote position, open to applicants in Ohio.

📋 Description

• Collaborate with Regional Directors of Practice Finance or Relationship Managers to pinpoint SBA-eligible lending opportunities.

• Assess client requirements and craft SBA loan proposals in line with program specifications.

• Support prospect discussions, loan structuring, and create eligibility summaries for SBA underwriting approval.

• Act as an SBA subject matter expert during client interactions.

• Join internal partners and clients on calls to clarify SBA benefits and address product queries.

• Inform internal partners about the nuances of SBA programs.

• Provide training to frontline staff and internal partners regarding SBA programs, guidelines, and eligibility criteria.

• Conduct sessions on updates to SBA policies and program improvements.

• Ensure that deals adhere to SBA Standard Operating Procedures.

• Collaborate with attorneys, internal operations, and closing partners to ensure timely loan closings.

• Keep accurate pipeline reports and prepare documentation for SBA submissions and loan approvals.

• Execute additional duties as assigned and adapt to shifting priorities.

⛳️ Requirements

• Bachelor's degree in Business, Finance, a related field, or equivalent experience.

• At least 3 years of experience in SBA lending.

• Practical experience in SBA loan origination and servicing.

• Comprehensive understanding of SBA loan programs and Standard Operating Procedures (SOPs).

• Capability to structure and present SBA loan transactions.

• Excellent interpersonal and communication skills with the ability to influence and educate others.

• Experience collaborating with bankers, business development officers, or sales teams.

• Familiarity with SBA loan packaging and submission platforms, such as SBA One.

• Experience navigating SBA eligibility and underwriting processes.

• Strong analytical and credit assessment skills.

• Ability to work collaboratively with both internal and external stakeholders.

• Comfort in customer-facing situations.

• Detail-oriented with a strong emphasis on compliance and documentation.

• Proactive, self-motivated, and equipped with strong problem-solving skills.

🏝️ Benefits

• Incentive compensation plan based on company, line of business, and/or individual performance.

• Comprehensive benefits programs that support physical, financial, emotional, and social well-being.

• Health and welfare benefits available for employees and their families (specific programs can be found on the company careers benefits page).