SBA 504 Liaison - Process & Product-Fit Specialist (Remote)

0101 The Huntington National Bank

United States

Remote

USD 75,000 - 110,000

Full time

7 days ago
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Benefits offered by this job

Health insurance

Job summary

The Huntington National Bank is seeking a Credit Solutions Advisor to support SBA 504 opportunities through product-fit guidance, eligibility checks, and coordinated processing with Relationship Managers, SBA Product Specialists, Credit, Underwriting, and CDC partners. The role remains neutral on final financing choices.

You will document rationale, route referrals, monitor workflow quality, and contribute to governance reporting, with a focus on minimizing delays and improving handoffs across

Qualifications

  • Bachelor’s degree required with 5+ years in lending, credit analysis, underwriting support, or loan operations.
  • Working knowledge of SBA 504 and SBA 7(a) program structures.
  • Experience supporting process improvement and cross‑functional coordination.

Responsibilities

  • Product‑Fit Review and Referral Triage: assess opportunities for SBA 504 applicability and route to the right team.
  • Market Enablement and Training: educate on referral triggers, eligibility, and workflows; maintain reference materials.
  • Process Coordination and Quality Review: ensure proper reviews, handoffs, and documentation at each stage.
  • Credit and Transaction Support: assist with organizing information for early credit/eligibility review and coordinate with Credit/Underwriting.
  • CDC and Internal Partner Coordination: work with CDCs and internal teams to resolve issues and improve delivery.
  • Reporting and Governance: keep records and support governance reviews and action follow-ups.

Skills

SBA 504 knowledge
Cross-functional coordination
Documentation & process improvement

Education

Bachelor’s Degree
5+ years in lending/credit operations

Job description

The Huntington National Bank is seeking a Credit Solutions Advisor to support SBA 504 opportunities through product-fit guidance, eligibility checks, and coordinated processing with Relationship Managers, SBA Product Specialists, Credit, Underwriting, and CDC partners. The role remains neutral on final financing choices.

You will document rationale, route referrals, monitor workflow quality, and contribute to governance reporting, with a focus on minimizing delays and improving handoffs across

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