Senior Associate, SBA Loan Documentation & Closing Specialist
Core
Coordinate loan closings, prepare and review complex commercial loan documents, and ensure compliance with bank policy and regulatory requirements for SBA loans.
Role type
Senior Associate, SBA Loan Documentation & Closing Specialist
Builds
SBA Express, 7A, and 504 new loans, renewals, extensions, and modifications
Domain
Banking / Small Business Lending / Commercial Real Estate
Required skills
SBA loan closing expertise, commercial loan documentation, lien searches, due diligence, regulatory compliance, loan policy knowledge, collateral perfection, title insurance, UCC due diligence
Preferred skills
Accounting or Finance degree, Paralegal certification, loan administration experience
Technologies
LaserPro, Etran, Word templates
Responsibilities
Prepare complex commercial loan documents using in-house and third-party software; conduct lien searches and due diligence; review loan documents and third-party documents for compliance; coordinate closing conditions with underwriters, relationship managers, and external parties; manage complex workloads with conflicting priorities; stay current on regulatory changes.
Seniority
Senior, hands-on IC