SBA Operations Associate: Loan Processing & Underwriting

Cathay Bank; El Monte (CA); On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

Discretionary bonus

Full-time benefits

Job summary

Cathay Bank in El Monte, California is seeking an SBA Operations Assistant to support the SBA team with daily loan processing and underwriting tasks. This entry-level role provides administrative and operational support to ensure timely loan processing, portfolio management, and servicing, with opportunities to learn SBA guidelines and advance within the department.

You will collaborate with cross-functional teams, maintain records, and contribute to a caring, team-oriented culture with

Qualifications

• Bachelor’s degree preferred (Business, Finance, Accounting, or related field) or equivalent work experience.
• Strong organizational skills and attention to detail.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Basic understanding of banking or commercial lending processes is a plus.
• Proficiency in Microsoft Office (Excel, Word, Outlook).
• Strong communication and follow-up skills.
• Willingness to learn SBA guidelines and internal loan procedures.

Responsibilities

• Assist underwriting and operations teams with daily loan processing.
• Follow up on insurance requirements and maintain tracking logs.
• Monitor loan conditions, ticklers, and document expiration items.
• Pulling credit reports and ordering appraisal/environmental reports.
• Conduct SBA-related searches (CAIVRS, Nexus/LexisNexis, D&B).
• Obtaining preliminary title reports and related documentation.
• Coordinate with internal departments, customers and third-party vendors to collect required documents.
• Maintain accurate records of all reports and searches ordered.
• Work closely with Loan Underwriting Team and Loan Portfolio Team.
• Perform other duties and special assignments as assigned from time to time.

Skills

Organizational skills

Multitasking

Communication

SBA knowledge

Banking basics

Office software

Education

Bachelor’s degree preferred

Tools

Microsoft Office

Job description

Cathay Bank in El Monte, California is seeking an SBA Operations Assistant to support the SBA team with daily loan processing and underwriting tasks. This entry-level role provides administrative and operational support to ensure timely loan processing, portfolio management, and servicing, with opportunities to learn SBA guidelines and advance within the department.

You will collaborate with cross-functional teams, maintain records, and contribute to a caring, team-oriented culture with