SBA Loan Closer

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

📋 Description

• Guide clients and their professional teams through the SBA lending process.

• Oversee the closing cycle from structure review to final funding.

• Manage a dynamic pipeline of SBA 7(a) and Express loans, including intricate structures and multi-facility transactions.

• Interpret and apply SBA Standard Operating Procedures (SOP) guidelines throughout the closing process.

• Review documents to ensure compliance with SBA regulations and address any issues.

• Collaborate with clients and advisors to gather and assess SBA-required and lender-required documentation.

• Communicate closing conditions and funding timelines to borrowers and stakeholders effectively.

• Review and verify credit approvals, authorization documents, and closing conditions for SBA eligibility.

• Ensure that loans are appropriately collateralized, documented, and disbursed in accordance with SBA and Bank standards.

• Work alongside internal teams, legal counsel, and third-party providers to fulfill SBA closing requirements.

• Perform additional duties as assigned and adapt to evolving priorities.

⛳️ Requirements

• Bachelor’s degree or equivalent professional experience.

• Typically 3–5 years of experience in SBA loan closing and documentation.

• Proficient in managing SBA 7(a) and Express loan pipelines, including complex structures and multi-facility transactions.

• Ability to interpret and implement SBA SOP guidelines effectively.

• Experience in reviewing credit approvals, authorization documents, and closing conditions to ensure SBA eligibility.

• Capability to ensure loans are adequately collateralized, documented, and disbursed according to SBA and Bank standards.

• Strong communication skills with clients.

• Detail-oriented in document review and issue resolution with minimal supervision.

• Ability to handle multiple transactions and deadlines while maintaining strong attention to detail.

• Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.

• Demonstrated professionalism, responsiveness, and the ability to build trust in client interactions.

🏝️ 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.

• Benefits available for employees and their families.