SBA Closer

Job Description

Job Description

Job Description

Job Title : Loan Servicing Specialist - SBA Closer

This is an onsite assignment based in our San Antonio office.

Summary :

The Loan Servicing Specialist for SBA Loan Operations is the SBA Closer and responsible for preparing, reviewing, and finalizing loan closing documentation for Small Business Administration (SBA) loans. This role collaborates with internal departments, third-party vendors, and borrowers to maintain data integrity and resolve escalated issues, to ensure full compliance with SBA guidelines, internal policies, and applicable regulations.

Wage Type : Hourly (Non-exempt)

Essential Duties & Responsibilities :

To perform this job successfully, an individual must be able to perform each of the essential duties satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Review and prepare SBA loan closing documents.
• Ensure all closing conditions are met according to SBA guidelines and internal credit policy.
• Coordinate with borrowers, attorneys, title companies, and other stakeholders.
• Ensure proper documentation such as UCC filings, insurance certificates, appraisals, and environmental reports are obtained and compliant.
• Manage funding process, including disbursement instructions and wire transfers.
• Upload required documents into SBA's E-Tran system.
• Process Lender Fees
• Maintain compliance with SBA SOPs.
• Support post-closing documentation and audits.
• Carries out responsibilities in a manner consistent with our values and operating principles, in accordance with policy and applicable laws, and with a commitment to commitment to continuous improvement and process excellence.
• Any other duties as assigned.

Key Deliverables :

Organizational Structure :

Reports to : VP Loan Operations

Supervises : NA

Qualifications : Education :

Required Knowledge / Skills :

Desired Experiences :

Talents :

Other :

TransPecos Banks will not accept unsolicited resumes from any source other than the candidate. We will consider any candidate for whom an Agency submits an unsolicited resume, to have been referred to us by the Agency free of any charges or fees, other than those agencies we engage on a specific search. TransPecos Banks will not pay a fee for any placement resulting from the receipt of an unsolicited resume.