SBA Construction Advisor

Synovus

. Provide distinctive service to clients and prospects in person and over the telephone; respond to inquiries and resolve client issues .

Posted 11/5/2026full-timeRemote • North Carolina • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing SBA Commercial Construction projects, including oversight of general contractors, compliance with federal and state regulations, and effective client communication. Proficient in analyzing construction budgets and documentation while ensuring distinctive client service throughout the project lifecycle.

Highest-signal resume keywords

SBA Commercial Construction ExperienceKnowledge Of AIA DocumentationFinancial Services ExpertiseProficient In Microsoft OfficeExcellent Client Service Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Construction Budget AnalysisProject Documentation ReviewCost AnalysisDraw Request PreparationLoan Transaction ProcessingCompliance Guidelines FamiliarityConstruction Feasibility StudiesGeneral Contractor OversightSBA Form 601 KnowledgeCertificates Of Occupancy Collection

Soft Skills

Excellent Organizational SkillsInterpersonal SkillsAnalytical Problem-SolvingEffective Communication SkillsAbility To Work Under Pressure

Industry Keywords

Federal And State RegulationsBanking Compliance RequirementsConstruction DrawsClient LiaisonPromissory Notes Amendments

About the role

Key responsibilities & impact

Provide distinctive service to clients and prospects in person and over the telephone; respond to inquiries and resolve client issues
Oversee review and approval of general contractors nominated for client projects
Engage third-party monitoring firms for project feasibility studies, cost analysis, and related services
Review GC Review and Project Reports and provide updated construction information to affected parties
Collect, review, and provide construction documents, including contracts, budgets, plans/specifications, permits, SBA Form 601, and Builders Risk documentation
Maintain communication among the client, general contractor, and third-party monitoring firm from initial contact through final funding
Serve as project liaison throughout the construction project
Review invoices, including interest payments, for accuracy
Review documentation and approvals for budget-impacting changes
Prepare draw request forms
Partner with the FA team to obtain, review, and approve construction and multi-disbursement funding
Order title date downs and site inspections as applicable
Oversee amendments to Promissory Notes when extensions are required
Obtain Credit Memos reflecting changes to use of proceeds or extensions of interest periods
Provide required documentation to the PNFP Accounting Department
Upon final funding, collect Certificates of Occupancy and lien waivers and ensure proper insurance is in place
Engage appraisers for “as-complete” statements when required
Research loan issues, resolve complex problems, and escalate issues to the Director of SBA Lending as appropriate
Meet clients' business and personal financial needs and refer them to Trust, Investments, Insurance, Treasury Management, and other specialty areas
Observe applicable policies, procedures, laws, regulations, and risk limits; report known or suspected violations
Assist team members to ensure distinctive service
Perform other related duties as required

Requirements

What you’ll need

Bachelor's degree is preferred — finance or business-related field or equivalent work experience
Minimum of 10 years' experience in financial services, including 5 years' SBA Commercial Construction or other relevant experience
Knowledge of AIA and other critical construction documentation and general loan requirements
Familiarity with compliance guidelines, including federal and state regulations
Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software
Knowledge of federal and state banking regulations and compliance requirements as they relate to deposit and loan transaction processing, including internal audit requirements
Excellent organizational and interpersonal skills, including verbal and written communication skills
Effective analytical and problem-solving ability related to complex commercial construction draws, construction budgets, and pay requests
Ability to discern when to problem-solve and elevate issues appropriately
Ability to work independently and collaboratively and prioritize daily tasks
Ability to work in a fast-paced environment and under pressure with a high degree of accuracy
Excellent client service skills
Tact and diplomacy in dealing with clients and team members
Ability to perform the stated physical activities, including prolonged standing and sitting, manual dexterity, verbal communication, visual acuity, repetitive motion, hearing, bending, climbing, balancing, stooping, kneeling, crouching, reaching, walking, pushing, pulling, lifting, and grasping
Ability to sustain long periods of mental concentration

Benefits

Comp & perks

Equal Opportunity Employer committed to fostering an inclusive work environment