FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong knowledge of SBA lending products, loan documentation, and closing processes while effectively managing SBA loan transactions. Exhibits excellent organizational, communication, and problem-solving skills to build relationships and drive successful loan closings.
Highest-signal resume keywords
SBA Loan DocumentationLoan Closing Process ManagementSBA Products KnowledgeMS Windows/Office ProficiencyCommercial Lending Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SBA Loan DocumentationLoan Closing Process ManagementCommercial Lending KnowledgeSBA Products KnowledgeFinancial Services Knowledge
Soft Skills
Strong Organizational SkillsStrong Verbal Communication SkillsStrong Written Communication SkillsStrong Problem-Solving SkillsAttention to Detail
Tools & Technologies
HoganSalesforce.comMS ExcelMS WordMS PowerPoint
Industry Keywords
SBA Standard Operating ProceduresLoan DocumentationFundingConstruction DrawsCompliance
Tech Stack
Tools & technologiesSFDC
About the role
Key responsibilities & impact- Provide SBA sale/service support for SBA loan closings, problem resolution, and loan documentation
- Support SBA Relationship Managers by proactively reaching out to borrowers and identifying or coordinating client needs
- Maintain knowledge of SBA products and broader business banking products and services
- Support SBA loan documentation, including required documents, equity injections, loan closing, construction draws, and monitoring
- Own the loan closing process while working with borrowers and internal and external partners
- Track and clear unresolved documentation exceptions
- Serve as a primary borrower contact during the loan closing process and proactively drive closings
- Coordinate with outside counsel, banking partners, support staff, SBA credit and closing groups, real estate teams, borrowers, title companies, escrow officers, and other lenders
- Participate in or conduct SBA loan closings as requested
- Ensure loan packages are complete and properly executed before booking
- Fund closed loans and complete advances throughout the draw process when applicable
- Coordinate follow-up to resolve issues from SBA closings and booked-loan document exceptions
- Identify process improvements and contribute to internal taskforces, partnership groups, and SBA-related projects
- Adhere to KeyBank’s compliance culture, policies, procedures, and ethical standards
- Perform other assigned duties, which may change with or without notice
Requirements
What you’ll need- Associate or bachelor’s degree (preferred) or equivalent work experience required
- 3+ years of related work experience
- Basic financial services knowledge
- General knowledge of banking products and services
- Basic, ideally comprehensive, commercial lending knowledge
- Basic, ideally comprehensive, knowledge of SBA products and services
- Demonstrated knowledge of MS Windows/Office applications, including Excel, Word, and PowerPoint
- Knowledge of banking tools such as Hogan and Salesforce.com (preferred)
- Basic knowledge and understanding of the SBA Standard Operating Procedures (SOP) manual (preferred)
- Strong knowledge of SBA lending products, loan documentation, closing requirements, and servicing processes
- Ability to manage SBA loan transactions through documentation, closing, funding, construction draws, and post-closing activities
- Strong organizational and time management skills
- Ability to build and maintain working relationships with internal and external stakeholders
- Strong verbal and written communication skills
- Strong attention to detail and risk awareness
- Strong problem-solving skills
- Ability to adapt to changing priorities and contribute to process improvements
- Qualified candidate must reside in either PST or MST time zone
Benefits
Comp & perks- Eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives
- Hybrid work arrangement (2+ days in office)
- Flexible workspace options where roles can be performed effectively in a mobile environment
- Reasonable accommodations for qualified individuals with disabilities or disabled veterans