SBA Large Loan Processing Specialist

LiftFund; San Antonio (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

The Large Loan Consultant at LiftFund plays a key role in supporting the processing and closing of large SBA loan transactions, including 7(a) CA SBLC loans, ensuring timely, compliant handling and excellent customer service.

You will collaborate with internal teams, review documentation for accuracy, maintain complete loan files, and help drive efficient closings while upholding LiftFund’s standards for quality, speed, and client satisfaction.

Qualifications

• Two years of experience in financial analysis, loan processing, or a similar role.
• Experience reviewing loan documentation and ensuring SBA eligibility compliance.
• Experience packaging or processing SBA 7(a) loans, including SBLC loans, strongly preferred.
• Knowledge of SBA lending or other government-backed loan programs is a plus.

Responsibilities

• Develop and deliver client checklists detailing required documentation for SBA 7(a) CA SBLC and other large loan programs.
• Work with clients and internal teams to collect, verify, and submit checklist items in a timely manner.
• Review client documents for completeness and SBA eligibility compliance.
• Package SBA 7(a) CA SBLC loan files per SBA SOP and LiftFund policies.
• Process SBA loans from post-approval through closing with accurate forms and verifications.
• Maintain compliant, complete loan files throughout the lending lifecycle.
• Input and update client and loan information in LiftFund’s loan origination system.
• Generate and manage loan-related forms and documentation per program guidelines.

Skills

CRM platforms

Loan processing

SBA 7(a) Loans

SBA SOP

Client communication

MS Office

Attention to detail

Team collaboration

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Job description

The Large Loan Consultant at LiftFund plays a key role in supporting the processing and closing of large SBA loan transactions, including 7(a) CA SBLC loans, ensuring timely, compliant handling and excellent customer service.

You will collaborate with internal teams, review documentation for accuracy, maintain complete loan files, and help drive efficient closings while upholding LiftFund’s standards for quality, speed, and client satisfaction.