SBA Loan Closing Specialist (7(a)/504)

Enterprise Bank & Trust; San Diego (CA); On-site; USD 44,000 - 48,000; Full time

Job summary

Enterprise Bank & Trust is seeking an SBA Loan Processor to handle processing and closing SBA 7(a) and 504 loans. The role involves coordinating with underwriters, BDOs, borrowers, and title/escrow to ensure timely closings and compliance with SBA SOPs.

A strong focus on accuracy and documentation is essential to success. The position requires a high school diploma and at least two years in banking or financial services, with proficiency in Word, Excel, and Google Apps.

Qualifications

• Excellent verbal and written communication skills.
• Excellent organization skills.
• Proven experience in a fast-paced, high-volume environment.
• Strong attention to detail and problem-solving abilities.
• Ability to work independently and in a team.

Responsibilities

• Collaborates with Underwriters and BDOs to process and close SBA loans promptly.
• Prepares loan packages and closing documents per SBA and bank SOPs.
• Coordinates closings with borrowers, title/escrow, and officers.
• Reviews and validates loan documents and title reports for accuracy.
• Maintains accurate pipeline reports and supports milestone goals.
• Ensures compliance with SBA SOPs and bank policies.

Skills

Communication

Organization

Detail-oriented

Time management

Teamwork

Independent work

Education

High school diploma or equivalent

Tools

Microsoft Word

Excel

Google Apps

Job description

Enterprise Bank & Trust is seeking an SBA Loan Processor to handle processing and closing SBA 7(a) and 504 loans. The role involves coordinating with underwriters, BDOs, borrowers, and title/escrow to ensure timely closings and compliance with SBA SOPs.

A strong focus on accuracy and documentation is essential to success. The position requires a high school diploma and at least two years in banking or financial services, with proficiency in Word, Excel, and Google Apps.