SBA Eligibility Review Officer III
Core
Review SBA & USDA guaranteed business loans to determine proper structure and ensure loan closes in accordance with eligibility requirements.
Role type
Senior IC SBA/USDA loan eligibility review officer
Builds
SBA/USDA guaranteed loan closings for commercial clients
Domain
Banking / Government Guaranteed Lending
Required skills
SBA/USDA lending due diligence, complex loan structuring, eligibility assessment, franchise/purchase agreement review, financial recovery, mentoring, regulatory compliance
Preferred skills
Finance/Accounting degree, SBA SOP knowledge, TSoft/SBA Etran experience, Excel/AFS/Velocity proficiency
Technologies
TSoft, SBA Etran, Excel, Word, Outlook, AFS, Velocity
Responsibilities
Serve as subject matter expert on SBA Servicing procedures; maintain individual pipeline of advanced complexity loans up to $5M; assess borrower/guarantor eligibility; interact with sales/operations to facilitate loan program understanding; review use of proceeds and prepare SBA Loan Authorization; resolve complex servicing questions; advise on loan liquidation/litigation; submit wrap-up reports to SBA; mentor new hires.
Seniority
Senior, hands-on IC