Key skills
Communication
About this role
Role Overview
- Process and review SBA loan files to ensure completeness, accuracy, and compliance with SBA SOP guidelines and internal lending requirements
- Coordinate with borrowers, Relationship Managers, Underwriters, Closers, 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 processing lifecycle
- Identify and resolve documentation deficiencies, compliance gaps, and processing conditions in a timely manner
- Ensure all SBA eligibility, collateral, and documentation requirements are met prior to loan approval and closing
- Monitor pipeline timelines and proactively follow up on outstanding conditions to support efficient loan processing and funding
- Maintain accurate records and data integrity within lending systems and document repositories
- Stay current on SBA procedural updates, SOP changes, and regulatory requirements impacting loan processing operations
- Perform other duties as assigned to support the efficient and effective operation of the department and that help to make Lendistry the best place to work!
Requirements
- Strong knowledge of SBA lending programs, including SBA 7(a), 504, and government-guaranteed loan processing requirements
- Familiarity with SBA SOP guidelines, eligibility standards, and compliance documentation requirements
- Experience reviewing financial statements, tax returns, entity documents, and supporting loan documentation for completeness and accuracy
- 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.
Benefits
- 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