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SBA Loan Closer

Atlanta, GA

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Job Summary

The SBA Loan Closer's responsibilities include all aspects of SBA portfolio management and reporting and closing of SBA loans. This position also manages the SBA portfolio managers.

Job Responsibilities

  • Prepare SBA loan packages in compliance with SBA loan processing standards.
  • Support the SBA lenders in all administrative areas of SBA loan processing operations.
  • Obtain all required documents prior to closing of each SBA loan.
  • Maintain all required documents after each closing and file documents as appropriate.
  • Follow all established internal procedures and all standard SBA lending procedures.
  • Conduct all necessary follow up activity needed to complete SBA loan files.
  • Consult with the Portfolio Manager or SBA lenders as appropriate to process loans.
  • Attend meetings and training sessions as required.
  • Maintain a high level of professionalism with internal/external communications, conduct and work ethic.
  • Oversees SBA portfolio management staff
  • Comply with the Bank Secrecy Act, OFAC and USA PATRIOT Act including Customer Identification Program, customer due diligence, identifying high-risk accounts, and reporting suspicious activities to Supervisor or BSA Department. Must adhere to applicable regulations, internal controls, policies, procedures and the Code of Conduct. Complete all required training sessions related to these regulations
  • Perform other duties and special projects as assigned.


Job Requirements

Job Qualifications

  • 2-5 years banking experience in SBA lending operations or SBA loan processing preferred.
  • Excellent customer service and communications skills (written and verbal).
  • Above average understanding of SBA lending terminology and services as well as compliance issues.
  • Self-starter with the ability to work independently without constant and direct supervision.
  • Experience using Microsoft Office products, Outlook, Word, Excel, FISERV, etc. and be efficient in the use of these systems on a daily basis.
  • Ability to make sound decisions and recommendations.
  • Strong organizational skills and the ability to multi task and prioritize.
  • Ability to interact well with customers with high to low levels of computer knowledge.
  • Ability to keep detailed and accurate records.
  • Perform other tasks as assigned. Responsibilities may change as necessitated by business needs.
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