SBA Loan Closer

DFCU Financial; Tampa (FL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401k plan match

Medical, dental, and vision insurance

Tuition reimbursement

Flexible scheduling for students

Job summary

A large credit union in Florida is seeking an experienced SBA Loan Closer. The role involves preparing SBA forms, reviewing loan documents, and ensuring compliance with regulations. Candidates should have at least three years of SBA loan closing and documentation experience, along with strong organizational skills. Benefits include a hybrid work schedule, a 401k plan, medical insurance, and more. Join a team dedicated to excellence in every loan closing process.

Qualifications

• 3+ years SBA loan closing experience.
• 3+ years loan documentation experience.
• Ability to handle multiple priorities and make decisions under time constraints.

Responsibilities

• Prepare SBA forms and loan closing documents for submission.
• Review assigned loan files and obtain required information for closing.
• Participate in loan closing and disburse loan proceeds.

Skills

Strong organizational skills

Attention to detail

Effective collaboration

Analytical and problem-solving skills

Communication skills

Education

Bachelor’s degree in business or finance or equivalent work experience

Tools

Microsoft 365

Job description

Join the DFCU Financial team today, and discover the benefits, rewards and development opportunities from one of the largest and best managed credit unions in the country.

Do you have a sharp eye for detail and a passion for accuracy in every loan closing?

Are you organized, deadline-driven, and dedicated to delivering a smooth experience for borrowers and partners?

As an SBA Loan Closer, you will prepare SBA forms and loan closing documents for submission, ensuring compliance with SBA SOP policies. You'll work closely with loan officers, borrowers, and external parties to successfully process loans from approval to closing.

Strong organizational skills, attention to detail, and effective collaboration are essential for success in this role.

The Opportunity:

We are seeking a full-time SBA Loan Closer to join our team in Florida or Michigan.

What You’ll Do:

• Review assigned loan files and obtain required information for closing.
• Input and maintain files in SBA core processing system.
• Prepare and review SBA Authorization for accuracy and SOP compliance; ensure terms and conditions correspond with approval documentation.
• Coordinate closing with attorneys, borrowers, etc., understanding each party’s responsibility and procedures, inclusive of title insurance (exceptions, endorsements, etc.).
• Participate in loan closing and disburse loan proceeds to comply with SBA SOP.
• Complete initial audit of loan file and coordinate transfer to loan operations for booking.
• Maintain knowledge of SBA principles, procedures, compliance requirements and policies.

What You’ll Need:

• Bachelor’s degree in business or finance, or equivalent work experience.
• Three years SBA loan closing experience.
• Three years loan documentation experience.
• Organizational skills with a high level of attention to detail.
• Ability to effectively handle multiple priorities and make decisions under time constraints.
• Proficient in Microsoft 365.
• Demonstrated analytical and problem‑solving skills.
• Able to initiate and embrace change.
• Excellent interpersonal skills, including written and verbal communication, and ability to work in a team environment.

What We Offer:

• Potential for a hybrid work schedule
• 401k plan match, dollar for dollar up to 4%
• 401k additional employer contribution after one year at 5%
• Employee bonus program
• Medical, dental and vision insurance effective date of hire
• Health savings account (HSA)
• Flexible spending accounts for medical and dependent care expenses
• Adoption assistance for qualified expenses maximum $10,000 per child
• Wellness initiatives and reimbursements
• Pre‑paid legal services plan
• Identity protection plan
• Accident supplemental plan
• Short & long term disability plans paid for by company
• Company provided basic life insurance of $50,000 plus supplemental for employee, spouse and child
• Pet Insurance
• Free financial planning assistance
• Numerous fun employee events throughout the year
• Volunteer and community engagement opportunities
• Employee loan discounts (closed‑end loans)
• Service / anniversary awards
• Employee discounts for company logo wear
• Employee referral payouts for recruiting your friends and family
• Paid lunch time
• Tuition reimbursement / Education assistance
• Ongoing training opportunities
• Leadership development program
• Paid time off
• Paid holidays (13 per year)
• Flexible scheduling for students

Equal Opportunity Employer / Disabled / Veterans