SBA Loan Assistant

SBA Loan Assistant Carter Bank - 2.5 Greensboro, NC Job Details Full-time 1 day ago Qualifications Computer operation Customer communication Underwriting guidelines adherence High school diploma or GED Bank experience Desktop applications Productivity software Loan Origination Systems (LOS) Standard operating procedures (SOPs)

Full Job Description SUMMARY:

The SBA Loan Assistant is a critical part of the SBA lending team, providing direct support to SBA Relationship Managers through the full loan lifecycle from application through closing.

ESSENTIAL JOB FUNCTIONS

Assist Relationship Managers in 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 loan pipeline activity and communicate status updates to RMs, borrowers, and internal stakeholders Coordinate with underwriting and closing teams to facilitate timely loan processing Maintain accurate records in the loan origination system throughout the loan lifecycle Assist with correspondence between borrowers, lenders, and third-party vendors (appraisers, title companies, etc.) Support file documentation for SBA authorization, closing packages, and post-closing requirements Flag compliance issues or documentation gaps to Relationship Managers or the Credit Administrator

JOB REQUIREMENTS

High school diploma or equivalent required Prior experience in a loan support, loan processing, or banking operations role

KNOWLEDGE/SKILLS REQUIRED

Intermediate written and verbal communication skills Intermediate understanding of SBA lending SOP and regulations Intermediate organizational skills Intermediate proficiency with loan origination systems Intermediate proficiency with Microsoft Office Intermediate understanding of SBA SOP documentation standards Basic analysis skills Basic understanding of credit underwriting guidelines Basic understanding of financial documents

PHYSICAL AND MENTAL QUALIFICATIONS

Standing, walking, bending and stooping required Must be able to sit at a desk for long periods of time and use a computer Must be able to occasionally move or lift up to 10 pounds May be asked to work supplemental hours periodically Limited travel required occasionally during and after business hours