AVP, SBA Post-Closing Loan Servicing Specialist
Posted 4ds ago
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Job Description
Post-closing SBA loan servicing specialist supporting Leader Bank’s community banking and mortgage lending operations. Managing disbursements, loan files, financial reporting, compliance, and audits.
Responsibilities:
- Process and document post-close loan disbursements, advances, construction draws, and other authorized funding requests
- Review invoices, budgets, inspections, lien waivers, title updates, equity injection evidence, and other supporting documentation
- Coordinate with borrowers, relationship managers, loan officers, attorneys, title companies, construction consultants, and other service providers
- Maintain disbursement records and reconcile activity to core systems, loan documentation, and approved sources-and-uses requirements
- Identify exceptions, documentation gaps, unusual activity, and potential compliance concerns and escalate them
- Maintain organized electronic and physical loan files throughout the servicing lifecycle
- Track and clear post-closing exceptions, trailing documents, recorded instruments, title policies, insurance evidence, collateral documents, and lien perfection items
- Coordinate document recording and filing with counties, states, agencies, and third-party providers
- Update loan systems, ticklers, document repositories, and servicing notes
- Process routine servicing requests including collateral releases, payoffs, lien releases, payment changes, advances, and loan modifications
- Monitor recurring financial reporting requirements and collect borrower, guarantor, affiliate, and collateral-related documents
- Communicate with clients and external representatives regarding missing or updated documents and submission deadlines
- Coordinate with relationship management, portfolio management, credit, underwriting, loan administration, and servicing teams
- Review documents for completeness, reporting period, signatures, dates, and consistency with loan requirements
- Maintain follow-up history and escalate overdue, incomplete, or noncompliant reporting items
- Maintain compliance with bank policies, loan documents, regulations, and SBA Standard Operating Procedures
- Prepare documentation for internal reviews, external audits, regulatory examinations, SBA reviews, and loan file testing
- Assist with audit findings, corrective-action tracking, training, cross-training, procedure updates, system testing, automation initiatives, and continuous-improvement projects
- Provide guidance on post-closing documentation, servicing requirements, file standards, and follow-up expectations
- Contribute process improvements for loan quality, efficiency, reporting, controls, and borrower experience
- Perform other job-related duties as assigned
Requirements:
- Minimum 5 years of experience in loan servicing, loan operations, commercial lending, SBA lending, loan processing, or a related financial-services role
- Working knowledge of post-closing loan administration, document tracking, payment processing, collateral documentation, and file maintenance
- Ability to interpret loan documents, approval terms, servicing requirements, and supporting financial documentation
- Proficiency with Microsoft 365 applications
- Ability to learn and work effectively in loan origination, core banking, customer relationship management, and document-management systems
- Strong attention to detail, organizational skills, follow-through, and ability to manage multiple deadlines and recurring requirements
- Professional written and verbal communication skills
- Ability to exercise sound judgment, recognize risk, protect confidential information, and escalate matters appropriately
- Experience servicing SBA 7(a) and/or 504 loans, including construction, renovation, or leasehold-improvement transactions
- Familiarity with SBA authorization terms, use-of-proceeds restrictions, collateral and lien requirements, disbursement controls, and servicing actions
- Experience with Salesforce, nCino, or comparable lending platforms
- Experience supporting audits, examinations, quality-control reviews, and exception remediation
- Comfort adopting AI-assisted tools, workflow automation, and evolving technology
Benefits:
- Annual bonuses, commissions, short- and long-term incentives, and program-specific awards
- Health insurance coverage
- Team member wellness program
- Life and disability insurance
- Retirement savings plan
- Paid holidays and paid time off and vacation
- 401k plan with corporate match
- Medical and dental insurance
- Equal Opportunity and Affirmative Action employer
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