Senior Associate, SBA Loan Documentation & Closing Specialist
Core
Coordinating loan closings, preparing and reviewing complex commercial loan documents, and ensuring 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 / Financial Services / Commercial Real Estate Lending
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
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
Loan administration, customer service in lending support
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 issuance of letters of credit; interact with underwriters, relationship managers, and external vendors; instruct new associates; manage complex workload with conflicting priorities; stay current on regulatory changes.
Seniority
Senior, hands-on IC