SBA Loan Documentation Expert

Synovus; United States; Remote; USD 90,000 - 120,000; Full time

Job summary

Synovus is seeking an SBA Document Specialist to manage loan documentation from application to closing, ensuring compliance with government regulations and internal policies. You will collaborate with sales, credit, legal, and closing teams to deliver accurate files and timely service while managing risk and client experience.

The role requires SB A/USDA lending knowledge, strong Microsoft Office skills, and meticulous attention to detail to support a smooth closing process and high-quality

Qualifications

• Proficient in Microsoft Office (Word, Excel, PowerPoint) and related software.
• Knowledge of SBA Standard Operating Procedures (SOP) and processing requirements.
• Knowledge of federal and state banking regulations and compliance requirements as they relate to lending and loan processing.
• Excellent interpersonal and verbal/written communication skills.
• Analytical and problem-solving ability with high attention to detail.
• Ability to work in a fast-paced environment and under pressure with accuracy.
• Ability to work independently and in teams, prioritizing daily tasks.

Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone.
• Assist Financial Advisors in obtaining and verifying information for loan applications.
• Coordinate and perform preliminary processing of new loan packages, update checklists, and set up loan files.
• Compile final loan documents and ensure files are complete for closing.
• Meet client financial needs and refer to other specialties as appropriate.
• Maintain compliance with BSA, AML, CIP, OFAC regulations and required trainings.

Skills

Microsoft Office

SBA SOP

USDA program parameters

Banking regulations

Interpersonal skills

Analytical thinking

Detail-oriented

Independent work

Communication skills

Education

High School Diploma

Tools

Microsoft Office

Job description

Synovus is seeking an SBA Document Specialist to manage loan documentation from application to closing, ensuring compliance with government regulations and internal policies. You will collaborate with sales, credit, legal, and closing teams to deliver accurate files and timely service while managing risk and client experience.

The role requires SB A/USDA lending knowledge, strong Microsoft Office skills, and meticulous attention to detail to support a smooth closing process and high-quality