Senior SBA Documentation Specialist - Compliance & Closing

Synovus Financial Corp.; North Carolina; On-site; USD 60,000 - 90,000; Full time

Job summary

Synovus Financial Corp. in North Carolina seeks an SBA Document Specialist to manage SBA/USDA loan documentation from application to closing, ensuring compliance with government regulations and internal policies.

You will coordinate with sales, credit, legal, and closing teams, prepare forms, update checklists, and act as a client liaison to ensure on-time, accurate loan files while managing risk. Minimum education is High School Diploma, with 10 years in financial services including 5 years SBA

Qualifications

• Proficient in Microsoft Office (Word, Excel, PowerPoint) or related software.
• Knowledge of SBA Standard Operating Procedures (SOP) and processing requirements.
• Knowledge of federal and state banking regulations related to lending and loan processing.

Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone.
• Support firm-wide achievement of timely telephone response and policy adherence.
• Assist Financial Advisors in obtaining, compiling, and verifying loan information.
• Prepare forms, update checklists, and organize loan documentation from application to closing.
• Coordinate with SBA Financial Advisors and SBA Closing Advisors to confirm accuracy of preliminary documentation.
• Serve as client liaison throughout the lending process and ensure loan requirements are satisfied.
• Compile final loan documents for closing and process deposits/log payments.
• Support day-to-day loan processing activities and other departmental functions.

Skills

SBA documentation

Regulatory compliance

Microsoft Office

Client liaison

Education

High School Diploma or Equivalent

Tools

SOP knowledge

Job description

Synovus Financial Corp. in North Carolina seeks an SBA Document Specialist to manage SBA/USDA loan documentation from application to closing, ensuring compliance with government regulations and internal policies.

You will coordinate with sales, credit, legal, and closing teams, prepare forms, update checklists, and act as a client liaison to ensure on-time, accurate loan files while managing risk. Minimum education is High School Diploma, with 10 years in financial services including 5 years SBA