Banking Operations Specialist (Remote)

Benetrends Financial; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

A financial services company is seeking a detail-oriented Banking Operations Specialist to support loan processing for SBA loans. This fully remote role involves managing loan documentation, collaborating with underwriters and borrowers, and ensuring compliance while delivering exceptional client service. Ideal candidates have 2+ years in loan processing and proficiency in Excel. The company offers competitive compensation and a supportive team culture.

Benefits

Competitive compensation

Comprehensive medical, dental, and vision insurance

Generous vacation and paid holidays

Fully remote work setup

Flexible work hours

Professional development opportunities

Qualifications

• 2+ years of experience in loan processing or related fields.
• Strong understanding of SBA loan programs preferred.
• Proficient in Microsoft Excel and CRM/document management systems.
• Excellent communication and attention to detail.
• Self-motivated and able to work remotely.

Responsibilities

• Review and prepare loan documentation per SBA and bank requirements.
• Serve as main contact for borrowers, providing updates.
• Collaborate with underwriters and loan officers.
• Compile and finalize loan packages and financial analyses.
• Maintain accurate electronic records using relevant platforms.
• Conduct quality control reviews for efficient closings.

Skills

Loan processing experience

SBA loan programs knowledge

Microsoft Excel

Communication skills

Attention to detail

Multitasking

Self-motivated

Tools

HubSpot

FileInvite

ShareFile

Job description

Benetrends Financial is seeking a detail-oriented Banking Operations Specialist to support our Franchise Loan Processing team. This fully remote role involves managing all phases of loan packaging and closing—especially SBA loans—while ensuring accuracy, compliance, and exceptional client service.

Key Responsibilities:

• Review and prepare loan documentation in line with SBA and bank requirements.

• Act as the main point of contact for borrowers, providing updates and guidance.

• Collaborate with underwriters, loan officers, and internal teams for seamless processing.

• Compile and finalize loan packages, financial projections, and balance sheet analyses.

• Maintain accurate electronic records using platforms like HubSpot, FileInvite, and ShareFile.

• Conduct quality control reviews and support efficient closings.

Qualifications:

• 2+ years of experience in loan processing, closing, or related fields.

• Strong understanding of SBA loan programs preferred.

• Proficient in Microsoft Excel and CRM/document management systems.

• Excellent communication, attention to detail, and multitasking skills.

• Self-motivated with the ability to thrive in a remote work environment.

Benefits at Benetrends Financial:

• Competitive compensation

• Comprehensive medical, dental, and vision insurance

• Generous vacation and paid holidays (including floating holidays)

• Fully remote work setup with occasional travel

• Flexible work hours to meet deadlines

• Professional development and growth opportunities

• Supportive, collaborative team culture

• Meaningful work helping entrepreneurs achieve their dreams

Join us and be part of a team that empowers small business success. Apply today to be considered for this exciting opportunity!