SBA Loan Assistant

 
 
About the Opportunity
An established community bank with a growing SBA lending division is seeking a detail-oriented SBA Loan Assistant to join its team. This is an excellent opportunity for a banking or loan support professional who wants to build deep expertise in SBA lending while playing a critical, hands-on role supporting the full loan lifecycle — from application through closing.
 
You'll work closely with SBA lenders, underwriting, and closing teams, serving as a key connector who keeps loans moving smoothly, accurately, and in compliance with SBA standards.
 
What You'll Do

• Support lenders by gathering and organizing borrower documentation required for SBA loan applications
• Prepare and review loan files for completeness and compliance with SBA SOP and internal checklists
• Track pipeline activity and provide clear, timely status updates to Relationship Managers, borrowers, and internal stakeholders
• Partner with underwriting and closing teams to keep loan processing on schedule
• Maintain accurate, up-to-date records in the loan origination system throughout the life of each loan
• Manage correspondence between borrowers, lenders, and third-party vendors (appraisers, title companies, and others)
• Support documentation for SBA authorizations, closing packages, and post-closing requirements
• Proactively flag compliance issues or documentation gaps to Relationship Managers or the Credit Administrator

What You Bring
Required:

• High school diploma or equivalent
• Prior experience in loan support, loan processing, or banking operations

Skills & Knowledge:

• Solid written and verbal communication skills
• Working knowledge of SBA lending SOP and regulations
• Strong organizational skills with the ability to manage multiple files simultaneously
• Proficiency with loan origination systems
• Proficiency with Microsoft Office
• Familiarity with SBA SOP documentation standards
• Analytical skills
• Understanding of credit underwriting guidelines
• Understanding of financial documents

 
Why This Role
This is a chance to gain specialized experience in one of banking's most dynamic lending niches, working alongside experienced SBA professionals at a well-regarded regional financial institution. Strong performers in this role often have a clear path toward growth within the SBA lending team.