SBA Loan Closer

JCW Group; United States; Remote; USD 70,000 - 110,000; Full time

Job summary

JCW Group seeks an experienced SBA Loan Closer to join our lending team in a fully remote role. You will manage the closing process from final approval through funding, ensuring all documentation, conditions, and compliance requirements are satisfied accurately and efficiently.

The ideal candidate has 3+ years of SBA lending experience, deep knowledge of SBA 7(a) closing procedures, and the ability to coordinate with borrowers, lenders, and third parties while meeting tight timelines.

Qualifications

• 3+ years of experience in SBA lending, commercial lending, loan closing, or related field.
• Strong working knowledge of SBA loan documentation and closing requirements.
• Experience with SBA 7(a) lending preferred.
• Familiarity with SBA SOPs, lender policies, and regulatory/compliance requirements.
• Strong understanding of commercial loan documentation and collateral requirements.

Responsibilities

• Manage the SBA loan closing process from final approval through funding.
• Review loan files to ensure all approval conditions have been satisfied.
• Prepare, review, and coordinate execution of loan closing documents.
• Verify borrower, guarantor, collateral, insurance, entity, and other required documentation.
• Coordinate with borrowers, lenders, attorneys, title companies, escrow agents, and other third parties.
• Ensure loan documentation accurately reflects approved credit terms.
• Identify discrepancies, missing information, and outstanding conditions.
• Review collateral and lien documentation as applicable.
• Ensure SBA forms and documentation are completed per SBA requirements and policies.
• Coordinate funding and confirm all funding conditions have been met.
• Maintain accurate loan records and closing checklists.
• Communicate with internal teams and external parties regarding closing status.
• Escalate potential compliance, documentation, or credit issues.
• Maintain confidentiality of borrower and company information.
• Meet closing timelines, quality standards, and productivity goals.

Skills

SBA lending

Closing expertise

Attention to detail

Communication skills

Remote work

Multitasking

Education

Bachelor's degree in finance or related field

Tools

Microsoft Office

Loan systems

Job description

We are seeking an experienced SBA Loan Closer to join our lending team. The SBA Loan Closer will be responsible for managing the closing process from approved loan through funding, ensuring that all required documentation, conditions, and compliance requirements are satisfied accurately and efficiently.

The ideal candidate has strong knowledge of SBA lending, loan documentation, closing procedures, and SBA requirements, along with exceptional attention to detail and the ability to manage multiple transactions in a fast-paced remote environment.

Key Responsibilities

• Manage the SBA loan closing process from final approval through funding.
• Review loan files to ensure all approval conditions have been satisfied.
• Prepare, review, and coordinate execution of loan closing documents.
• Verify borrower, guarantor, collateral, insurance, entity, and other required documentation.
• Coordinate with borrowers, lenders, attorneys, title companies, escrow agents, and other third parties.
• Ensure loan documentation accurately reflects approved credit terms.
• Identify and resolve documentation discrepancies, missing information, and outstanding conditions.
• Review collateral and lien documentation as applicable.
• Ensure required SBA forms and documentation are completed accurately and in accordance with applicable SBA requirements and internal policies.
• Coordinate funding and confirm all funding conditions have been met.
• Maintain accurate loan records and closing checklists.
• Communicate proactively with internal teams and external parties regarding closing status and outstanding items.
• Escalate potential compliance, documentation, or credit issues appropriately.
• Maintain strict confidentiality of borrower and company information.
• Meet established closing timelines, quality standards, and productivity goals.

Qualifications

• 3+ years of experience in SBA lending, commercial lending, loan closing, or a related field.
• Strong working knowledge of SBA loan documentation and closing requirements.
• Experience with SBA 7(a) lending preferred.
• Familiarity with SBA SOPs, lender policies, and regulatory/compliance requirements.
• Strong understanding of commercial loan documentation and collateral requirements.
• Exceptional attention to detail and organizational skills.
• Ability to manage multiple loan closings simultaneously while meeting deadlines.
• Strong written and verbal communication skills.
• Comfortable working independently in a fully remote environment.
• Strong proficiency with Microsoft Office, document management systems, and loan origination/servicing platforms.
• Ability to identify discrepancies and independently drive files toward closing.

Preferred Qualifications

• Experience closing SBA 7(a) loans from approval through funding.
• Experience with SBA loan documentation, including authorization review and closing packages.
• Experience working with SBA lenders, banks, non-bank lenders, or SBA-focused lending platforms.
• Familiarity with E-Tran and/or SBA systems.
• Experience coordinating UCC, lien, title, insurance, and collateral documentation.
• Bachelor's degree in finance, business, accounting, or a related field is a plus.