SBA Loan Coordinator

Southern Bank; Poplar Bluff (MO); On-site; USD 36,000 - 54,000; Full time

Job summary

Southern Bank in the United States is seeking a detail‑oriented SBA Loan Assistant to support loan origination and servicing activities. The role involves assisting SBA Loan Officers, coordinating underwriting data, and handling routine inquiries from customers and internal teams.

You will interact with lenders, processing staff, and third‑party vendors to ensure accurate documentation, timely closings, and compliance with SBA and bank policies.

Qualifications

• High school diploma required.
• Experience in customer service or loan administration preferred.
• Proficiency with Microsoft Office.
• Knowledge of SBA SOP requirements preferred.
• Strong attention to detail and ability to multi-task.

Responsibilities

• Assist SBA Loan Officers with loan origination tasks.
• Coordinate underwriting data and required documents.
• Communicate with customers, lenders, and processing staff.
• Review and file loan documentation for SBA compliance.
• Support post-closing activities and disbursement tracking.
• Ensure timely recording in core systems.

Skills

Customer service

Communication

Detail oriented

Multi-tasking

Team collaboration

Education

High School Diploma

Tools

Microsoft Office

Job description

Job Details

Job Location: Work location varies based on availability (AR, IL, KS, MO) - HQ in, MO 63901

Position Type: Full Time

PRIMARY PURPOSE OF JOB

Assists SBA (Small Business Association) Loan Officers in a variety of duties. Interacts with SBA customers, SBA Loan Officers, and Loan Processing personnel to complete a variety of tasks associated with the origination of SBA loans and the servicing of existing SBA loans. Assures tasks are completed accurately, timely and professionally to ensure prompt and professionals service to internal and external customers.

EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS

• Southern Bank team members are a family, rooted in the communities we serve and working together to be the best in our industry, utilizing innovative ideas and strong products. The Southern Bank Patch illustrates these ideals.
• Ensures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations.

ESSENTIAL FUNCTIONS AND PERFORMANCE AREAS

• Obtains information related to the loan origination process including ordering credit reports, UCC searches, IRS 4506, appraisals, preliminary title reports, insurance information, flood certificates, Secretary of State searches and various other items;
• Assists SBA lender with SBA loan prospects, communication, collection of required underwriting data, financial information, and loan closings;
• Maintains clear communication and documentation with third party vendors;
• Answers SBA loan customer phone calls and assists customers with routine inquiries regarding payoffs, changes of ownership, note modifications, beneficiaries, and other loan details;
• Review SBA loan approval documents and determine next steps to close loan in accordance to Bank and SBA policies. Coordinate SBA loan closings by communicating with SBA Loan Officer, Loan Operations, and borrower from the beginning of the loan process to closing;
• Assists in the preparation of disbursement worksheets, loan documentation checklists, and other communications necessary to properly document the credit files;
• Review all draw requests (construction or non-construction) to ensure proper loan availability and proper use of proceeds per SBA loan approval. Communicate with 3rd party construction monitoring service as necessary;
• Ensures that all loan documentation and customer information is scanned into the core system in a timely manner;
• Ensures that all liens, including deeds of trust and notice of liens are filed in a timely matter in order to protect the Bank’s lien on collateral;
• Assists SBA loan officer in ensuring that all loan-related compliance is followed, including HMDA and CRA;
• Receives tracking reports and ensures that outstanding issues regarding title policies, vehicle titles, appraisals and appraisal checklists, construction inspections, site inspections, life insurance, etc. areproperly received, documented, and cleared from the report;
• Completes various clerical tasks such as filing, photocopying, faxing documents, scanning loan files and organizing and maintaining supplies; and assisting in various department projects such as file reviews and other projects as needed in the department;
• Acts as liaison between SBA loan officers and loan processing department; and,
• Post-Closing responsibilities include proper booking of loan, disbursement of all loan proceeds in accordance with the SBA guidelines, ensuring all liens are perfected, following up on title policy, ensuring that loan file is fully documented and in order.

Qualifications

KNOWLEDGE, SKILLS AND ABILITIES

• Ability to effectively work with colleagues and on multiple projects simultaneously, managing time and resources to ensure work is completed efficiently and within established timeframes;
• Effective oral and written communication skills;
• Good customer service skills;
• Knowledge of general banking policies/procedures; and,
• Knowledge of SBA SOP requirements and procedures preferred
• Proficiency in Microsoft Office products; and,
• Highly attentive to detail and able to multi-task in a fast-paced environment.

EDUCATION, TRAINING AND EXPERIENCE REQUIREMENTS

• High School Diploma; and,
• Previous experience in customer service or loan administration;

CORE COMPETENCIES

• Family & Trust: Southern Bank team members build relationships based on trust and mutual respect, maintain an inclusive and honest environment and uphold integrity and transparency in all interactions.
• Rooted & Service: Southern Bank team members are committed to serving customers, communities and teams with purpose, professionalism, and respect, while effectively communicating and actively listening to meet their needs.
• Innovation & Strength: Southern Bank team members foster collaboration and continuous improvement, encourage visionary thinking, and strive for excellence to drive the organization forward.
• Building Customer Loyalty: Effectively meeting customer needs; building productive customer relationships; taking responsibility for customer satisfaction and loyalty.
• Applied Learning: Assimilating and applying new job-related information in a timely manner.
• Quality Orientation: Accomplishing tasks by considering all areas involved, no matter how small; showing concern for all aspects of the job; accurately checking processes and tasks; being watchful over a period of time.