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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong knowledge of SBA 7(a) and 504 loan programs, including eligibility guidelines and compliance documentation. Proficient in managing loan files and ensuring adherence to federal lending regulations and SBA procedural updates.
Highest-signal resume keywords
SBA 7(a) Loan Program KnowledgeSBA 504 Loan Program KnowledgeLoan Origination Systems ProficiencySBA Compliance Standards InterpretationStrong Organizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan Closing Document PreparationDocumentation ReviewPipeline MonitoringData Integrity MaintenanceSBA Eligibility Verification
Soft Skills
Excellent Communication SkillsFollow-Up SkillsAbility to Manage Multiple Files
Tools & Technologies
Document Management PlatformsMicrosoft Office Applications
Industry Keywords
SBA Procedural UpdatesGovernment-Guaranteed LendingLoan Lifecycle ProcessesCompliance Gaps Identification
About the role
Key responsibilities & impact- Support the accurate and timely funding and closing of small business loan transactions
- Assist in preparing and reviewing loan closing documents according to policies and procedures
- Ensure loan packages are complete and accurate before closing
- Coordinate with borrowers, Relationship Managers, Underwriters, Processors, and third parties to obtain and validate SBA-required documentation
- Prepare and maintain loan files for SBA 7(a), 504, and other government-guaranteed lending programs throughout the closing lifecycle
- Identify and resolve documentation deficiencies, compliance gaps, and closing conditions
- Ensure SBA eligibility, collateral, and documentation requirements are met before loan closing
- Monitor pipeline timelines and follow up on outstanding conditions
- Maintain accurate records and data integrity in lending systems and document repositories
- Stay current on SBA procedural updates, SOP changes, and regulatory requirements affecting loan closing operations
- Perform other duties as assigned to support department operations
Requirements
What you’ll need- Strong knowledge of SBA 7(a) and 504 loan programs, including eligibility guidelines, documentation, and government-guaranteed loan closing requirements
- Familiarity with SBA SOP guidelines, eligibility standards, and compliance documentation requirements
- Understanding of SBA loan lifecycle processes, including processing, underwriting support, closing coordination, and funding preparation
- Ability to interpret and apply federal lending regulations, internal policies, and SBA compliance standards
- Strong organizational skills with the ability to manage multiple SBA loan files in a fast-paced environment
- Proficiency with loan origination systems, document management platforms, and Microsoft Office applications
- Excellent communication and follow-up skills when working with borrowers, internal stakeholders, and external partners
- Ability to perform the physical requirements of the position, including frequent sitting and occasional lifting/carrying up to 20 lbs
- Some travel may be required
Benefits
Comp & perks- Comprehensive Medical, Dental, and Vision Insurance
- Generous Paid Time Off
- Birthday Day Off
- 12 Paid Company Holidays
- 401(k) Match
- FSA and HSA
- Paid Life Insurance
- Paid Disability Insurance
- Pet Insurance
- Employee Assistance Program (EAP)
- Professional Development Courses
- In Office Provided Snacks and Drinks
- Gym Facilities (LA & Tustin/CEC Offices)
- In Office Engagement Activities
- Up to $5,000/month in variable pay
