Lenders Cooperative

General

• Prepare and review SBA loan closing documents for compliance with SBA guidelines and lender requirements
• Compile and organize financial statements, tax returns, personal financial statements, and other loan application documents into compliant SBA loan packages
• Act as a primary contact for borrowers, lenders, title companies, attorneys, and other third parties
• Provide updates, answer questions, and coordinate documentation across application, processing, and closing stages
• Analyze borrower information, purchase agreements, budgets, and FF&E costs to validate loan purpose and sources/uses of funds
• Manage closing timelines, track loan status, and follow up with internal and external parties
• Confirm closing conditions are satisfied and coordinate final closing documents for borrower signatures
• Perform or review CAIVRS and SAM.gov compliance checks
• Collaborate with underwriters on pre-closing requirements and additional documentation requests
• Maintain organized and complete loan files and retention records
• Assist with post-closing procedures, final disbursement documentation, and transition to loan servicing
• Identify process improvements for loan processing, packaging, and closing
• Provide feedback to management to improve processes and lender/borrower satisfaction
• Train and mentor new team members on SBA requirements, documentation standards, and best practices

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SBA Closing Specialist