SBA Loan Specialist
About The Position
Voyager Lending is a growing lending organization dedicated to providing businesses with access to capital through SBA loan programs and other financing solutions. We are seeking an organized, detail-oriented SBA Loan Specialist to support our lending team throughout the loan origination process. This role serves as a critical bridge between loan origination and underwriting, ensuring loan files are properly structured, documented, and compliant before submission to credit. The ideal candidate has a strong understanding of SBA lending guidelines, exceptional organizational skills, and the ability to manage multiple transactions while maintaining a high level of accuracy.
Requirements
- Minimum of 3 years of experience in banking, financial services, lending, or a related field.
- At least 2 years of SBA lending, loan processing, underwriting support, or commercial lending experience.
- Working knowledge of SBA 7(a) loan programs and eligibility requirements.
- Strong understanding of business financial statements, tax returns, and supporting credit documentation.
- Proficiency with Microsoft Office applications.
- Experience using loan origination systems, Navigator, or similar lending technology platforms.
- Strong data entry, organizational, and time management skills.
- Ability to prioritize multiple tasks and deadlines in a fast-paced environment.
- Excellent verbal and written communication skills.
- Ability to maintain strict confidentiality and professionalism.
Nice To Haves
- Bachelor's degree in Business, Finance, Accounting, or a related field.
- Experience working with SBA SOP compliance requirements.
- Highly organized and detail-oriented.
- Strong analytical and problem-solving abilities.
- Ability to work independently while collaborating effectively across teams.
- Commitment to accuracy, compliance, and customer service.
- Proactive approach to managing loan files and resolving issues.
Responsibilities
- Support lenders in gathering and organizing documentation for loan files.
- Review loan requests to ensure proper structure, eligibility, and SBA compliance.
- Analyze borrower documentation for completeness, accuracy, and consistency.
- Identify missing information and work directly with lenders and borrowers to obtain required documentation.
- Conduct preliminary eligibility reviews in accordance with SBA SOP guidelines and program requirements.
- Assist lenders in structuring transactions to meet SBA standards and internal lending requirements.
- Maintain organized loan files and ensure all required documentation is obtained before underwriting.
- Coordinate communication among lenders, borrowers, referral partners, and third-party vendors.
- Monitor loan pipeline activity and proactively address issues that may delay underwriting.
- Prepare complete, accurate, and properly documented loan packages for submission to underwriting.
- Maintain detailed records and notes within the company CRM and loan origination systems.
- Stay current on SBA program updates, SOP changes, and relevant lending regulations.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
