SBA Loan Specialist

SBA Loan Specialist Pleasant Grove, UT Job Details 1 day ago Qualifications Customer communication Compliance with loan regulations Sales UCC law Customer service Data reporting Executive administrative support Mid-level Analysis skills Data management Coordination (loan closing) Loan servicing Portfolio management Document management Communication skills File organization Progress tracking (project management tasks) Full Job Description The SBA Loan Specialist supports the full lifecycle of SBA loan operations, from approval through closing, funding, servicing, secondary market activities, and ongoing portfolio administration. Primary Responsibilities 1. Loan File Management & Documentation Organize, maintain, and update SBA loan files. Perform post-close loan audits. Scan, index, and image loan files. 2. Loan Closing & Post-Closing Support Support closing activities. Verify accuracy of SBA forms and documents. 3. Construction, Working Capital, & Equipment Draws Process construction draw requests. Coordinate approvals and track project progress. 4. Loan Servicing & Borrower Support Provide payoff quotes and payment histories. Address borrower servicing requests. 5. SBA Reporting & Compliance Prepare and submit SBA Form 1502 reports. Assist with internal and external SBA reviews. 6. Secondary Market & Loan Sales Support Prepare packages for secondary market sale. Coordinate settlements and documentation. 7. Internal Coordination & Administrative Support Assist SBA Director with duties as assigned. Prepare internal memos and correspondence. Prepare internal reports including delinquency, maturing loans, pipeline, tickler reports, etc. Order third-party reports including appraisals, environmental, inspections, title work, and UCC filings. 8. System & Data Integrity Maintain accurate loan data across systems. Support data reconciliation and error correction. Required Skills & Competencies Knowledge of SBA 7(a) program. Familiarity with secondary market sales and 1502 reporting. Strong organizational and analytical skills. Ability to manage multiple tasks with accuracy. Strong communication and customer service skills.