Remote SBA/USDA Loan Processing Lead

Windsor Advantage, LLC; Chicago (IL); Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Company paid life insurance

Disability insurance

401(k) contributions

Paid parental leave

Paid holidays

Job summary

Windsor Advantage LLC, an affiliate of Capital Bank N.A., seeks a Loan Processing Team Lead to oversee SBA/USDA loan packaging, closing, and lender relations in a remote capacity. You will guide a processing team, train staff, and drive process improvements throughout the loan lifecycle.

Candidates should have 3–5 years in finance or SBA/USDA lending, with strong communication skills and Excel proficiency. This remote role includes a comprehensive benefits package and annual bonus potential.

Qualifications

• Bachelor’s degree in finance, accounting, economics, or business administration or SBA/USDA training.
• 3-5 years related experience in accounting, finance, or similar industry.
• Experience overseeing SBA and/or USDA loans.
• Experience packaging and closing SBA/USDA loans.

Responsibilities

• Personally maintain at least 6-8 active loans and ensure proper closing per SBA/USDA and lender guidelines.
• Assist with assignment of new deals to staff as lenders send them or move from underwriting to processing/closing.
• Work daily with the processing department to ensure proper SBA/USDA loan processing.
• Manage relationships with borrowers, intermediaries, lenders, Windsor management and SBA/USDA throughout the loan lifecycle with clear communication.

Skills

Leadership

Communication

Attention to detail

Education

Bachelor’s degree in finance, accounting, economics, or business administration or SBA/USDA training

Tools

Excel

Job description

Windsor Advantage LLC, an affiliate of Capital Bank N.A., seeks a Loan Processing Team Lead to oversee SBA/USDA loan packaging, closing, and lender relations in a remote capacity. You will guide a processing team, train staff, and drive process improvements throughout the loan lifecycle.

Candidates should have 3–5 years in finance or SBA/USDA lending, with strong communication skills and Excel proficiency. This remote role includes a comprehensive benefits package and annual bonus potential.