Remote SBA Closing Lead: Senior Specialist

First Merchants Corporation; Lorida (FL); Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Base pay plus bonuses

Medical, dental and vision insurance

401k

Health savings account

Paid time off

Paid holidays

Parental leave

Tuition reimbursement

Additional benefits

Job summary

First Merchants is seeking an SBL Closing Specialist III to join our team. This role manages the closing process from approval through funding, mentors staff, and serves as lead trainer and protocol developer as needed.

The position supports remote work within our footprint and requires strong SBA knowledge, compliance, and the ability to handle multiple loans with deadlines while delivering exceptional customer service.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting or relevant field.
• 7+ years of related experience.
• Demonstrated management, leadership and coaching skills.
• LaserPro experience.
• Flexibility and adaptability/collaboration skills.
• Excellent listening skills and coachability.
• Proficient with Microsoft Office – Word, Outlook, Excel.
• Strong critical thinking, problem solving, and written/verbal communication skills.
• Strong attention to detail.
• Ability to manage multiple loan submissions/tasks in various stages.

Responsibilities

• Lead the SBA loan closing process from approval through funding.
• Coach, mentor, and develop staff; act as lead trainer and protocol developer.
• Prepare closing documents and order/title work per loan type.
• Review and analyze closing documentation and ensure SBA/compliance requirements are met.
• Coordinate with customers and third parties to gather necessary information.
• Order appraisals, environmental, valuations, tax transcripts, and title work.
• Maintain files and closing checklists; manage deadlines in a time-sensitive environment.
• Provide feedback to Underwriter and assist with pre-close file reviews.
• Project larger/complex loans and contribute to department procedures.

Skills

Leadership

Coaching

Communication

Problem-solving

Time management

Attention to detail

Multitasking

Flexibility

Collaboration

Microsoft Office

Education

Bachelor's degree in Business Finance Accounting or relevant field

Tools

LaserPro

Microsoft Office

Job description

First Merchants is seeking an SBL Closing Specialist III to join our team. This role manages the closing process from approval through funding, mentors staff, and serves as lead trainer and protocol developer as needed.

The position supports remote work within our footprint and requires strong SBA knowledge, compliance, and the ability to handle multiple loans with deadlines while delivering exceptional customer service.