SBA Loan Closer

Connect One Recruitment

. Support the Bank’s SBA program by closing and booking approved SBA loans according to bank policies, SBA SOP and SBA Loan Authorization .

Posted 10/2/2026full-timeRemote • New York • United StatesMid-LevelSenior💰 $100,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in SBA loan closing and documentation procedures, ensuring compliance with federal regulations and bank policies. Proficient in managing the loan process from origination to funding while maintaining strong communication and organizational skills.

Highest-signal resume keywords

SBA Loan Closing ProceduresCommercial Loan DocumentationFederal Regulations KnowledgeSBA Standard Operating ProcedureFive Plus Years Experience as SBA Loan Closer

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan Documentation ReviewDue Diligence AnalysisCollateral EvaluationLoan Pipeline ManagementLoan Proceeds DisbursementPre-Closing and Post-Closing ChecklistsSBA Loan Submission PackagingRegulatory Compliance ReviewLoan BookingMulti-Disbursement Loan Advances

Soft Skills

Excellent CommunicationPlanning SkillsCustomer ServiceOrganizational SkillsInterpersonal Skills

Certifications & Qualifications

Paralegal CertificateAssociate Degree in Paralegal Studies

Industry Keywords

SBA ProgramBank Secrecy ActCommunity Reinvestment ActAmericans with Disabilities ActRight to Financial Privacy ActGramm-Leach-Bliley ActRegulation EUS PATRIOT ActEnvironmental AssessmentsTitle Policies

About the role

Key responsibilities & impact

Support the Bank’s SBA program by closing and booking approved SBA loans according to bank policies, SBA SOP and SBA Loan Authorization
Administer loans from origination through settlement and full funding
Analyze internal loan approvals to determine required due diligence and documentation
Collect, audit and examine loan-closing documents and third-party reports
Order and review collateral evaluations and resolve issues
Review insurance, including flood insurance, for regulatory compliance
Prepare pre-closing and post-closing checklists
Package application information for SBA Loan Submission and obtain SBA loan approval
Track and fund the SBA Guarantee Fee
Liaise with lenders, bank counsel and title companies
Review loan documentation for compliance with approvals and policies
Coordinate closing requirements with internal departments, lenders, counsel and borrowers
Confirm approval conditions are met and schedule closings
Account for fees and charges and prepare booking sheets
Review loans after booking in the system of record
Resolve loan documentation exceptions and recorded-document requirements
Maintain the loan pipeline and process approved loans promptly
Communicate positively with clients, escalate issues and follow through to resolution
Process administrative actions for existing loans, including modifications, collateral changes and E-Tran updates
Assist with multi-disbursement loan advances and process loan-proceeds disbursements

Requirements

What you’ll need

Knowledge of SBA loan closing and documentation procedures
Knowledge of commercial loan documentation procedures, title policies, appraisals, environmental assessments and entity formation documents
Knowledge of federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, Regulation E and US PATRIOT Act
Knowledge of processing underwriting and/or closing procedures and federal lending regulations governing real estate lending
Excellent communication, planning, customer service, organization and interpersonal skills
Thorough understanding of SBA Standard Operating Procedure
Five plus years of experience as SBA Loan Closer
Experience closing SBA 7(a) loans nationwide is a bonus
Paralegal Certificate or 2-year Associate Degree in Paralegal Studies is a bonus

Benefits

Comp & perks

World class health, vision, and dental benefits on day one
401k with employer match
Hybrid work from home (depending on role)
Employee appreciation events (team building, softball games, food truck days, etc.)
Employee assistance programs (EAP)
Wellness programs (flu shot, preventive care, health programs and services discounts, etc.)
Tuition reimbursement
Employee Discount perks
CNOB Community Service Events
Reasonable accommodations for qualified individuals with disabilities