SBA and Commercial Loan Operations Manager

Mission Recruit; Utah; On-site; USD 90,000 - 120,000; Full time

Job summary

Mission Recruit is partnering with a growing SBA focused bank in Utah to recruit an experienced SBA and Commercial Loan Operations Manager. This senior role combines hands-on processing of SBA, equipment leasing, and other credit files with leadership to mentor and train a growing team.

You will guide the Loan Operations function, contribute to underwriting or business development paths, and help shape operations as the team expands over 18–24 months.

Qualifications

• Minimum of 5 years of direct SBA loan processing experience in a bank or financial institution.
• Experience processing loans from application through closing and funding.
• Knowledge of SBA lending, commercial lending, and equipment leasing.
• Ability to manage complex or high-volume files with minimal oversight.
• Strong documentation and lending procedures knowledge.
• Experience mentoring or training other processors.

Responsibilities

• Process SBA, equipment leasing, commercial, consumer, and residential loan files from application through closing and funding.
• Review applications for completeness, accuracy, and compliance with policies and SBA requirements.
• Prepare loan documentation using LaserPro and bank systems.
• Coordinate with borrowers, loan officers, underwriters, title companies, and others to satisfy conditions.
• Maintain loan files and ensure proper execution and filing.
• Assist SBA loan requests through CAFS/ETRAN and ensure SBA documentation standards.
• Support equipment finance and leasing transactions and closing activities.
• Verify collateral, insurance, lien perfection, and UCC filings.
• Coordinate loan closings and ensure closing conditions are met prior to funding.
• Quality control reviews to resolve documentation exceptions prior to booking.
• Monitor loan pipelines and communicate status to officers and customers.
• Onboard and train new Loan Processor/Funders as the team grows.
• Provide input on team workflow and staffing needs as Loan Operations grows.

Skills

SBA loan processing

Loan file management

Regulatory compliance

Attention to detail

Mentoring and training

Communication

Tools

LaserPro

CAFS/ETRAN

Sageworks

Abrigo

nCino

Fiserv

Jack Henry

Job description

SBA and Commercial Loan Operations Manager

A growing SBA focused bank

Banking / Loan Operations | Utah | Full time, Mid to Senior level

ABOUT THE OPPORTUNITY

Mission Recruit is partnering with a growing SBA focused bank in Utah to find an experienced SBA and Commercial Loan Operations Manager. This is a wonderful opportunity for a seasoned SBA processor who loves being hands on and is ready to help build and lead a growing team.

ABOUT THE ROLE

This is a senior, hands on role for an experienced, detail oriented loan operations professional. You will personally process and fund SBA, equipment leasing, and other credit files from application through closing and funding, while also stepping into a lead capacity: mentoring and training other processors and funders as the Loan Operations team grows over the next 18 to 24 months.

As the team expands, this role is expected to help shape the Loan Operations function and offers a clear path toward underwriting, business development, or team leadership for the right candidate.

WHAT YOU WILL DO

• Process SBA, equipment leasing, commercial, consumer, and residential loan files from application through closing and funding
• Review loan applications and supporting documentation for completeness, accuracy, and compliance with bank policies and regulatory requirements, preparing files for underwriter review
• Prepare loan documentation using LaserPro and other bank systems
• Coordinate with borrowers, loan officers, underwriters, title companies, attorneys, leasing companies, and other third parties to obtain documentation and satisfy loan conditions
• Prepare, review, and maintain loan files to ensure documents are properly executed and filed
• Assist in processing SBA loan requests through CAFS/ETRAN, ensuring compliance with SBA requirements and documentation standards
• Support equipment finance and leasing transactions by coordinating documentation, funding requirements, collateral records, and closing activities
• Verify collateral documentation, insurance coverage, title work, lien perfection, and UCC filings
• Coordinate loan closings and ensure all closing conditions are satisfied prior to funding
• Conduct quality control reviews to identify and resolve documentation exceptions prior to booking
• Maintain accurate electronic and paper loan records
• Monitor loan pipelines and communicate status updates to loan officers and customers
• Monitor and follow up on collateral ticklers through Sageworks / Abrigo
• Complete credit card payment processing and onboard loans to the core system
• Protect confidential customer information, comply with all bank policies and regulatory requirements, and provide exceptional customer service throughout the lending process
• Serve as a point of escalation and quality control reviewer for junior processors' files, and help onboard and train new Loan Processor/Funders as the team expands
• Provide input to the Chief Credit Officer on team workflow and staffing needs as Loan Operations grows

WHAT YOU BRING

• Minimum of 5 years of direct SBA loan processing experience in a bank, credit union, or other financial institution
• Experience processing loans from application through closing and funding
• Experience with SBA lending, commercial lending, and equipment leasing transactions
• Demonstrated ability to independently manage complex or high volume loan files (SBA 504/7a, equipment leasing) with minimal oversight
• Strong knowledge of loan documentation requirements and lending procedures
• Ability to review financial reports and loan documentation and identify missing or incomplete information
• Proficiency with Microsoft Office Suite, including Word, Excel, and Outlook
• Strong organization, exceptional attention to detail, and excellent verbal and written communication
• Ability to manage multiple loan files at once while meeting deadlines, both independently and collaboratively in a fast paced banking environment

STRONGLY PREFERRED

• Experience using LaserPro for loan documentation preparation
• Experience processing 7a and 504 SBA loans
• Experience coordinating commercial loan closings
• Experience with collateral perfection, UCC filings, and lien documentation
• Experience with Fiserv, Jack Henry, Baker Hill, Abrigo, nCino, or other loan origination and core banking systems
• Working knowledge of commercial credit packages, financial statements, and tax returns
• Experience mentoring, training, supervising, or informally leading other processors and funders
• Current Notary Public Commission or willingness to obtain one

NICE TO HAVE

• Residential and commercial construction loan processing experience
• HELOC and home equity lending experience
• Knowledge of flood compliance and HMDA requirements
• ABA lending coursework or other banking certifications

Our client is an Equal Opportunity Employer. All qualified applicants receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic.