SBA Underwriter
Core
Primary evaluation point for SBA loan requests, performing detailed financial analysis, risk mitigation, and credit approval package preparation.
Role type
Senior SBA Underwriter
Builds
Credit approval packages and loan servicing frameworks for the SBA portfolio
Domain
Banking / Small Business Administration (SBA) lending
Required skills
SBA 7a and 504 underwriting expertise, financial statement analysis, repayment capacity analysis, credit report review, risk identification and mitigation, credit memorandum preparation, stakeholder collaboration
Preferred skills
Expertise in SBA 7a and 504 Underwriting
Technologies
Credit reporting systems, financial modeling tools
Responsibilities
Review SBA applications against approval checklists and SOPs, analyze financial statements and repayment capacity, prepare detailed credit memoranda, mentor junior underwriters, engage in pre-flight discussions with bankers and leadership, mitigate risks associated with loan applications
Seniority
Senior, hands-on IC
