SBA Loan Closings Lead - Client Support & Coordination

KeyBank; Boise (ID); Hybrid; USD 57,000 - 87,000; Full time

Job summary

KeyBank seeks an SBA Lead Service Officer to support SBA Relationship Managers by engaging borrowers, coordinating loan closings, and ensuring timely, accurate documentation. You will drive the closing process, resolve issues, and collaborate with internal and external partners to mitigate risk and deliver excellent client service.

Ideal candidates have SBA lending experience, strong communication skills, and a proven ability to manage multiple closing tasks in a high-volume environment with

Qualifications

• Knowledge of SBA loan documentation and closing requirements.
• Experience with SBA loan servicing and risk management.
• Familiarity with banking products and services.

Responsibilities

• Serve as primary contact with borrowers during loan closings.
• Coordinate with SBA RMs, counsel, title companies, and closing partners to complete package.
• Ensure documents are complete and properly executed before booking.
• Fund loans and manage draw processes when applicable.
• Identify and resolve documentation exceptions and process improvements.

Skills

SBA knowledge

Client service

Loan closing

Ownership

Organization

Relationship management

Communication

Attention to detail

Problem solving

Continuous improvement

Education

Bachelor's degree or equivalent

Tools

MS Windows/Office

Excel

Word

PowerPoint

SalesForce.com

Hogan

Job description

KeyBank seeks an SBA Lead Service Officer to support SBA Relationship Managers by engaging borrowers, coordinating loan closings, and ensuring timely, accurate documentation. You will drive the closing process, resolve issues, and collaborate with internal and external partners to mitigate risk and deliver excellent client service.

Ideal candidates have SBA lending experience, strong communication skills, and a proven ability to manage multiple closing tasks in a high-volume environment with