SBA Loan Specialist
About The Position
Capital Gurus is an AI-driven business funding platform helping small and mid-sized businesses access capital faster through trusted partners—software platforms, service providers, and advisors already embedded in the SMB ecosystem. We specialize in modern, relationship-driven funding solutions and are scaling rapidly. We are seeking an experienced SBA Loan Specialist to own and manage the end-to-end SBA loan process, with a primary focus on SBA 7(a) and 504 loan programs. This role is ideal for a detail-oriented, client-focused professional who understands SBA guidelines, thrives in a fast-paced fintech environment, and can confidently guide borrowers from initial qualification through funding.
Requirements
- 2+ years of experience working with SBA loans (7(a) and/or 504 preferred)
- Strong working knowledge of SBA SOP guidelines, documentation, and compliance requirements
- Experience packaging SBA loan files for submission to banks or direct lenders
- Ability to analyze financial statements, tax returns, cash flow, and credit reports
- Excellent organizational skills and attention to detail
- Strong communication skills with the ability to manage borrower expectations
- Comfortable working in a high-volume, performance-driven environment
- Proficiency with CRM systems and loan processing software (Salesforce a plus)
Nice To Haves
- Prior experience at a bank, CDC, or alternative lender
- Background in commercial lending, underwriting support, or business financing
- Experience working in fintech or fast-growth startup environments
- Familiarity with SBA Express and SBA Preferred Lender Program (PLP)
Responsibilities
- Manage the full lifecycle of SBA loan applications (7(a) and 504), from intake and pre-qualification through underwriting, approval, closing, and funding
- Evaluate borrower eligibility, financial statements, credit profiles, cash flow, and collateral to determine SBA loan viability
- Collect, review, and package complete loan files in compliance with SBA SOP guidelines
- Serve as the primary point of contact for borrowers, lenders, internal sales teams, and external partners throughout the loan process
- Coordinate with underwriters, CDCs, banks, attorneys, and title/escrow to ensure smooth and timely closings
- Identify and resolve documentation gaps, credit issues, or structural challenges proactively
- Ensure accuracy, compliance, and consistency across all loan files and documentation
- Track pipeline activity, milestones, and funding timelines within CRM and internal systems
- Stay current on SBA program updates, SOP changes, and lender requirements
- Provide guidance and education to internal teams on SBA loan structures, timelines, and best practices
Benefits
- Base salary plus performance-based incentives
- Opportunity to work with a fast-growing fintech platform
- High-impact role with visibility across sales, partnerships, and leadership
- Collaborative, entrepreneurial team environment
- Career growth and advancement opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
