SBA Operations Officer

SBA Operations Officer

This position is responsible for assisting business development officers by reviewing, analyzing, and preparing loan requests for submission to underwriters. The role involves coordinating approved loans through the closing and funding process and supports other SBA loan servicing officers by collaborating with relationship managers across various divisions (CLC B, Business Banking, Middle Market and Private Banking) who handle SBA loans. Key responsibilities include processing loan payoffs, managing the sale of collateral, and overseeing electronic cues all within a highly regulated environment. This position ensures strict adherence to federal regulations governing SBA guaranteed loans and addresses a broad range of client needs with precision and compliance.

Position Responsibilities :

Loan Request Packaging

• Work closely with Business development officer to underwrite, analyze, and assess new loan applications, providing a comprehensive evaluation that supports both risk management and growth objectives.
• Assist in moving approved loans toward closing and funding, coordinating with internal term teams and external partners to ensure a smooth transition through each stage of the loan process.

Portfolio Management

Client Engagement and Customer Service

Compliance and Regulatory Adherence