SBA Construction Funding Specialist

First United Bank; Plano (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

First United Bank in Plano, TX seeks a qualified professional to manage SBA 7(a) and 504 loan funding for construction and non-construction projects. You will review contracts, analyze budgets, process disbursement drawings, and ensure SBA and bank policy compliance throughout the funding cycle.

You will coordinate with borrowers, loan officers, and vendors to secure required documentation, verify invoices and permits, and maintain accurate funding status reports for management.

Qualifications

• High School Diploma or GED equivalent.
• College Degree Preferred.
• 2 years of experience construction loan funding.
• Knowledge of AIA documents.
• No SBA experience is required.

Responsibilities

• Reviews all construction documents prior to loan closing to ensure documents are satisfactory.
• Communicates with Borrowers and Loan Officers to gather necessary documents for loan disbursements.
• Examines contractor invoices, AIA documents (G702, G703), lien waivers, and other documentation to ensure alignment with project budgets, timelines, and SBA guidelines.
• Ensures all disbursements comply with the bank approval and SBA requirements.
• Coordinates obtaining items to complete funding process including final surveys, completion certificates, certificates of occupancy, insurance certificates, etc.

Skills

SBA funding

Construction loans

Documentation review

Communication

AIA documents

Education

High school diploma

College degree preferred

Tools

MS Word

Excel

Job description

First United Bank in Plano, TX seeks a qualified professional to manage SBA 7(a) and 504 loan funding for construction and non-construction projects. You will review contracts, analyze budgets, process disbursement drawings, and ensure SBA and bank policy compliance throughout the funding cycle.

You will coordinate with borrowers, loan officers, and vendors to secure required documentation, verify invoices and permits, and maintain accurate funding status reports for management.