SBA Intern

Primis Bank•Frisco, TX

13h•Hybrid

About The Position

The SBA Intern supports the Small Business Administration (SBA) Lending team by assisting with activities across the full loan life cycle—from initial prospect intake through underwriting, closing, and post-closing follow-up. This role provides hands-on exposure to SBA lending operations, including client communication, document collection, financial analysis support, pipeline management, and cross-department coordination. The intern will work closely with relationship managers, underwriters, and closers to gain a comprehensive understanding of SBA programs, bank procedures, and the fundamentals of small-business credit.

Requirements

High school diploma
Strong organizational skills with the ability to manage multiple tasks, track follow-ups, and maintain accurate documentation
Excellent written and verbal communication skills, including the ability to take clear notes and interact professionally with clients and internal partners
Proficiency with Microsoft Office Suite (Excel, Word, Outlook, Teams); comfort learning new systems and loan-processing platforms
Basic understanding of financial statements and business documentation, or willingness to learn
Strong attention to detail and commitment to accuracy in reviewing documents and preparing materials
Ability to work collaboratively within a team environment and build positive working relationships
Demonstrated initiative, curiosity, and willingness to learn SBA lending processes, eligibility requirements, and internal procedures
Ability to maintain confidentiality and handle sensitive financial information responsibly

Nice To Haves

Current enrollment in a college or university program preferred, ideally with coursework in finance, business, accounting, economics, or a related field
Demonstrated interest in banking, credit analysis, small-business lending, or financial services is a plus

Responsibilities

Assist with all aspects of the SBA lending process from initial prospect intake through closing and post-closing support.
Help schedule, prepare for, and attend intake calls with prospective and existing clients.
Take notes on client calls and help track follow-up items, required documents, and next steps.
Support business development efforts by helping organize pipeline activity, client outreach, and deal tracking.
Assist in gathering and reviewing financial statements, tax returns, business information, and other borrower documentation.
Help prepare loan request packages, internal summaries, and supporting materials for credit review.
Regular, reliable, and predictable attendance.
Work alongside the SBA team to understand deal structuring, eligibility, underwriting, and approval processes.
Assist with ordering, organizing, and tracking third-party reports and due diligence items.
Support communication between borrowers, relationship managers, underwriters, closers, and other internal partners.
Help the closer and customer through the closing process by tracking outstanding items and ensuring documentation is complete.
Assist with file maintenance, checklist management, and keeping loan files organized and up to date.
Learn SBA SOP requirements, internal bank procedures, and the full life cycle of an SBA loan.
Observe and support customer service interactions to understand how to manage client relationships throughout the lending process.
Gain exposure to every stage of the business so as to develop a full understanding of SBA lending from origination to closing and beyond.
Perform other duties and special projects as assigned to support the overall SBA team and department goals.
Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices.
All other duties as assigned.