SBA Lending Operations Specialist

Meridian Bank; Philadelphia (Philadelphia County); On-site; USD 65,000 - 90,000; Full time

Job summary

Meridian Bank is seeking an SBA lending support professional to coordinate the department’s work and process loan and deposit requests across the customer lifecycle.

You will serve SBA loan officers, handle confidential administrative tasks, and ensure compliance with regulatory requirements while delivering excellent customer service. This role supports multiple Meridian Bank locations and requires strong attention to detail and teamwork.

Qualifications

• Bachelor’s degree in Finance or related field or equivalent work experience
• 3 years SBA lending experience
• Ability to work in a team environment
• Strong attention to detail with financial and legal documents
• Knowledge of banking systems including primary database and online systems
• Strong computer skills (MS Office, etc.)
• High degree of attention to detail and ability to multitask

Responsibilities

• Provides direct support to the SBA Lending unit for the customer service and processing of loan and other products through the entire customer life cycle
• Provides service support to SBA loan officers by assisting with all client servicing needs
• Performs diverse, advanced and confidential administrative support functions
• Services internal and external customers with excellent customer service which includes answering customer queries and completing administrative work to process loan and deposit requests
• External Customer support – provides external customer support for inbound servicing inquiries related to any of the client’s accounts
• Coordinates closing of SBA loans, communicating with the SBA loan officers, borrower, attorneys, title representatives, and construction consultants to assure the loan is closed and documented in accordance with the credit approval
• Communicating with and assisting SBA relationship managers to analyze and fund construction loan advance requests. Review appropriate backup documentation as presented by the customer, including construction inspection reports, title bring downs, and other relevant construction documentation
• Demonstrates and promotes Meridian Bank’s Core Values: Our Partners, Our People, Our Bank and Our Communities
• Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information
• Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place
• Communicates with management and coworkers in order to integrate goals and activities
• Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank’s compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
• Other duties as assigned

Skills

Teamwork

Attention to detail

MS Office

Communication

Organization

Education

Bachelor’s degree in Finance or related field

Tools

Primary database

Online banking systems

Job description

Meridian Bank is seeking an SBA lending support professional to coordinate the department’s work and process loan and deposit requests across the customer lifecycle.

You will serve SBA loan officers, handle confidential administrative tasks, and ensure compliance with regulatory requirements while delivering excellent customer service. This role supports multiple Meridian Bank locations and requires strong attention to detail and teamwork.