SBA Document Specialist

Synovus

. Provide distinctive service to clients and prospects in person and by telephone .

Posted 11/9/2026full-timeRemote • North Carolina • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in SBA and USDA lending processes, regulatory compliance, and client service excellence. Proficient in coordinating loan documentation and collaborating with financial advisors to meet client needs effectively.

Highest-signal resume keywords

SBA Documentation ExperienceKnowledge Of USDA Program ParametersFederal And State Banking RegulationsClient Service SkillsMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SBA Standard Operating ProceduresLoan ProcessingRegulatory ComplianceDocument CompilationAnalytical Skills

Soft Skills

Interpersonal SkillsProblem-Solving AbilityAttention To DetailTact And DiplomacyAbility To Work Under Pressure

Certifications & Qualifications

BSA TrainingAML TrainingCIP TrainingOFAC Training

Industry Keywords

Financial ServicesLoan Transaction ProcessingClient LiaisonRisk ManagementThird-Party Invoicing

About the role

Key responsibilities & impact

Provide distinctive service to clients and prospects in person and by telephone
Respond to client inquiries and resolve client issues
Comply with Bank policies, procedures, applicable state and federal laws, and regulatory guidance
Stay current on laws, regulations, and procedures related to SBA and USDA lending
Complete required BSA, AML, CIP, and OFAC regulatory training
Assist Financial Advisors with obtaining, compiling, and verifying loan application information and borrower supporting documents
Coordinate preliminary processing of new loan packages, including preparing forms, updating checklists, setting up loan files, organizing and naming documents, and ordering credit reports, OFAC, CIP, Flood searches, and 8821 Requests for Transcripts
Partner with SBA Financial Advisors and SBA Closing Advisors to verify application and closing checklists and resolve potential closing issues
Serve as client liaison throughout the lending process
Collaborate with sales, credit, legal, and closing teams to ensure loan requirements are satisfied
Compile final loan documents for the closing process
Process borrower commitment letter deposits
Pay third-party invoices and log payments
Support day-to-day loan processing and departmental functions
Meet clients' business and personal financial needs and refer them to Trust, Investments, Insurance, Treasury Management, and other specialty areas
Assist team members to ensure distinctive service
Observe risk limits and report known or suspected violations
Perform other related duties as required

Requirements

What you’ll need

High School Diploma or Equivalent
Minimum of 10 years' experience in financial services, including 5 years' SBA documentation or other relevant experience
Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software
Knowledge of SBA Standard Operating Procedures (SOP) and processing requirements
Knowledge of USDA program parameters
Knowledge of federal and state banking regulations and compliance requirements related to lending and loan transaction processing, including internal audit requirements
Excellent interpersonal skills, including verbal and written communication skills
Effective analytical and problem-solving ability with strong attention to detail
Ability to work in a fast-paced environment and under pressure with a high degree of accuracy
Ability to work independently and collaboratively and prioritize daily tasks
Excellent client service skills
Tact and diplomacy in dealing with clients and team members
Ability to stand and sit for prolonged periods, use manual dexterity, communicate verbally, maintain visual acuity, perform repetitive motion, and hear
Ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp

Benefits

Comp & perks

Equal Opportunity Employer committed to fostering an inclusive work environment