About The Position

VelocitySBA provides small business owners with access to growth capital through the SBA loan program. Having access to small business financing can give you the security and freedom to focus on other aspects of running your business. We can help you purchase commercial real estate and equipment, provide growth capital financing, deliver debt refinance solutions, aide with business acquisition/partner buyout, and assist small business owners with their startups. VelocitySBA is one of the fastest growing SBA lending institutions in the country and is actively seeking motivated individuals interested in a career in business finance. Areas of opportunity include sales/business development, underwriting, closing, servicing, marketing and more as our organization very actively implements our national growth strategy. VelocitySBA offers distinctly a team culture that is more synergistic and collaborative than typical for financial institutions, creating a stimulating and enjoyable workplace environment. Candidates joining the VelocitySBA team can expect professional development and growth working alongside the best SBA professionals in the industry. Become a part of our team and immerse yourself in a company that fosters a Great Place to Work™ culture! The Loan Operations Specialist is a customer‑facing role responsible for collecting, preparing, and delivering complete, accurate, and compliant loan files to the closing officer by the time of loan approval. This role ensures that all required documentation, verifications, and regulatory requirements are satisfied to support a smooth and timely closing process. The Loan Specialist collaborates with borrowers, brokers, external partners, and internal teams to maintain high standards of quality and operational efficiency. This role requires strong verbal communication skills and comfort engaging directly with customers to clearly explain requirements and processes. In addition, the Loan Specialist must take a proactive and persistent approach to following up with customers to obtain required information and documentation in a timely manner. Depending on business needs, the Loan Specialist may also be responsible for mentoring and providing day-to-day guidance to junior Loan Specialists, and may assist with or assume supervisory responsibilities, including workflow support, quality review, and knowledge sharing.

Requirements

  • Strong verbal and written communication skills
  • Bachelor’s Degree
  • Minimum of 1-3 years’ experience in SBA 7(a) lending
  • Strong attention to detail and organizational skills, with the ability to manage multiple priorities
  • Knowledge of regulatory and compliance requirements for loan documentation
  • Proficiency with loan origination systems and standard office software
  • Ability to work independently and collaboratively in a fast-paced environment

Responsibilities

  • Coordinate with Borrowers and Stakeholders
  • Review and Verify Loan Documentation
  • Prepare Complete Loan Files
  • Maintain Accurate Loan Records
  • Identify and Resolve Potential Issues
  • Support Process Improvement

Benefits

  • 401k + match
  • Health, Dental & Vision Insurance + HSA & FSA
  • Employer paid Life Insurance
  • Paid Vacation Days
  • Sick Leave
  • Company perks such as employee discounts, company events and training programs
  • Excellent Training and Career Advancement Opportunities
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