SBA Loan Closer

Remote, Worldwide

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YOUR RESPONSIBILITIES:

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.

Pipeline Management: Manage an active pipeline of SBA 7(a) and Express loans, including complex structures and multi-facility transactions.

Regulatory Compliance:

Interpret and apply SBA SOP guidelines throughout the closing process to ensure compliance.

Conduct detailed document reviews to confirm SBA compliance and resolve issues with minimal oversight.

Client Service & Stakeholder Engagement:

Partner with clients and advisors to collect and review both SBA-required and lender required documentation (e.g., leases, franchise agreements, purchase/sale agreements, financials).

Building trust, resolving concerns, and maintaining a high standard of professionalism in all borrower interactions.

Communicate closing conditions and funding timelines clearly to borrowers and stakeholders, ensuring accuracy and professionalism.

Credit & Documentation...