Job Title: SBA Coordinator

Job Description

As an SBA Coordinator, you will be responsible for reviewing SBA Credit Authorizations and Credit Memos to ensure compliance with the SBA’s Standard Operating Procedure and Lender Loan Policy. You will also prepare SBA Eligibility and Loan Compliance Addendums for loans initiated through nCino, assist in preparing SBA Proforma Balance Sheets, and order necessary SBA eligibility searches.

Responsibilities

• Review SBA Credit Authorizations and Credit Memos for compliance with SBA’s SOP and Lender Loan Policy.
• Provide feedback and revision requests to SBA Manager and Business Banking Team.
• Prepare SBA Eligibility and Loan Compliance Addendum to Credit Memo for loans originated through nCino.
• Assist with preparation of SBA Proforma Balance sheets and required charts or eligibility documentation.
• Order all required SBA eligibility searches, including CAIVRS, Excluded Parties List, and historic registry searches.
• Provide guidance on SBA eligibility and underwriting to Business Banking teams.
• Enter loan data to SBA ETRAN platform for SBA approval.
• Assist with preparation of SBA Loan Liquidation Plans and SBA Guaranty Universal Purchase Package.
• Track Liquidation expenses.
• Conduct SBA loan file reviews for policy compliance.
• Maintain a courteous and professional demeanor in public interactions.
• Comply with applicable laws and regulations, such as the Bank Secrecy Act and Patriot Act.

Essential Skills

• 2+ years of SBA guaranteed lending, commercial lending, or credit analyst experience.
• Proficiency with Microsoft Word, Excel, and Outlook.
• Strong written and oral communication skills.
• Strong customer service skills.
• Strong organizational skills with attention to detail.
• Ability to maintain strict confidentiality.

Additional Skills & Qualifications

• Experience with nCino is a plus.
• Background in commercial lending and credit analysis.

Work Environment

The work hours are from 8am to 5pm, Monday to Friday, and the position is based onsite in CDA. The company boasts a great culture and is growing, offering new opportunities for professional growth.