SBA Loan Servicing Specialist

The Agency; Dallas (TX); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Comprehensive benefits package

Paid time off: 2 weeks PTO

Annual merit-based increases

Job summary

The Agency in Dallas, Texas, is looking for a Loan Servicing professional to support the full lifecycle of SBA loans, conduct auditing, and manage ongoing servicing. Candidates should have experience in loan servicing and strong communication skills to interact effectively with borrowers. The role offers a hybrid work schedule with flexibility in hours, a competitive salary range from $60,000 to $70,000 annually, and a comprehensive benefits package including medical and paid time off.

Qualifications

• Experience in loan servicing, preferably within SBA lending.
• Ability to manage multiple tasks and prioritize effectively.
• Strong communication skills to engage with borrowers.

Responsibilities

• Support the full servicing lifecycle of SBA loans, from pre-close through payoff.
• Conduct audits to ensure documentation is in place.
• Manage post-closing loan setup and ongoing servicing responsibilities.

Skills

Loan servicing experience

Understanding of loan documentation

Attention to detail

Strong communication skills

Problem-solving skills

Ability to manage multiple tasks

Team-oriented mindset

Job description

Key Responsibilities

• Support the full servicing lifecycle of SBA loans, from pre-close through payoff
• Conduct pre-closing audits to ensure all documentation and requirements are in place
• Coordinate with loan closers to facilitate a smooth transition to closing
• Collect deposits, order appraisals, and prepare loan documentation packages
• Manage post-closing loan setup and ongoing servicing responsibilities
• Process borrower payments and maintain accurate loan records
• Request and collect required documentation from borrowers
• Monitor loans for compliance with SBA and regulatory guidelines
• Handle borrower inquiries and service requests in a timely manner
• Assist with problem loan situations and ensure proper handling and resolution
• Maintain organization of collateral, closing documents, and loan files

Required Qualifications

• Experience in loan servicing, preferably within SBA lending
• Strong understanding of loan documentation, payments, and compliance requirements
• Ability to manage multiple tasks and prioritize effectively in a fast‑paced environment
• High level of attention to detail and organizational skills
• Self‑motivated with the ability to work independently without micromanagement
• Strong communication skills and ability to work directly with borrowers
• Team‑oriented mindset with a proactive approach to problem‑solving
• Banking background preferred, but institution type is flexible
• Hybrid schedule: In‑office Tuesday and Thursday; remote Monday, Wednesday, and Friday
• First 30 days require in‑office attendance Monday–Friday for training (flexible based on progress)
• Flexible work hours, typically between 9:00 AM and 3:00 PM core window
• 90‑day introductory period to ensure mutual fit
• Salary range: $60,000 – $70,000 annually dependent on experience
• Annual merit‑based increases
• Comprehensive benefits package including medical, dental, vision, 401(k), and ESOP
• Paid time off: 2 weeks PTO, bank holidays, and additional sick days

Opportunity Overview

This is a strong opportunity to join a supportive, team‑oriented environment that values independence, accountability, and work‑life balance. The organization emphasizes trust over micromanagement and understands the importance of flexibility while maintaining high performance standards.

Equal Employment Opportunity Statement

The Agency Recruiting follows Equal Employment Opportunity (EEO) guidelines and considers all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic.