Duties & Responsibilities

• Operational Oversight:
• Manage and oversee every phase of the SBA loan process, ensuring loan applications are thoroughly reviewed, accurately documented, and processed according to SBA standards.
• Monitor the loan pipeline and ensuring swift resolution of compliance-related matters.
• Loan Servicing & Quality Control:
• Supervise post-closing activities, coordinate proper documentation, and ensure that servicing functions—such as escrow, collections, and insurance verifications—are executed with precision.
• Conduct periodic reviews and audits of active loan files to confirm adherence to SBA and financial institution policies, mitigating potential risks.
• Process Improvement & Compliance:
• Develop and implement robust policies and procedures aimed at improving operational efficiency and ensuring ongoing compliance with federal guidelines.
• Stay updated on changes to SBA operating procedures and federal regulations, ensuring that the department’s practices are current and effective.
• Reporting & Documentation:
• Prepare and maintain detailed documentation of loan processes, audit trails, and compliance reports required by internal management and external regulatory bodies.
• Establish performance metrics, track key operational indicators, and report progress to senior management regularly.

Required Qualifications & Experience

• Education:
  • Bachelor’s degree in Business, Finance, or a related field (or an equivalent combination of education and experience).
    

• Experience:

• 3 - 5 years or more of experience in SBA loan operations and/or loan servicing.
• Skills & Attributes:
  • Deep knowledge of SBA guidelines, federal regulations, and internal lending policies.
  • Excellent leadership, communication, analytical, and problem-solving skills.
  • Strong attention to detail, with the ability to manage multiple priorities in a dynamic, deadline-driven environment.
  • Proficiency in loan management systems, data analysis, and generating performance reports.