SBA Post-Closing Documentation Reviewer

ConnectOne Bank • Nanuet, NY

46m • Hybrid

About The Position

We’re looking for a detail-oriented Post-Closing Documentation Reviewer to join our SBA Operations team. In this role, you’ll review executed SBA loan packages after closing, ensure all required documents are complete and compliant, and manage follow-ups on outstanding post-closing items. You’ll work closely with internal teams, borrowers, and third-party partners to keep files accurate, organized, and audit-ready.

Requirements

• Strong “People First” interest and ability.
• Strong attention to detail and ability to spot inconsistencies in documentation.
• Familiarity with SBA 7(a), 504, or SBA Express loan documentation (preferred).
• Understanding of collateral perfection, title policies, UCC filings, and insurance requirements.
• Excellent organizational skills with the ability to manage multiple files and deadlines.
• Clear, professional communication skills when working with internal and external partners.
• Ability to follow up consistently and resolve outstanding documentation issues.
• Dependable, proactive, and committed to accuracy and compliance.

Nice To Haves

• 1-3 years of SBA experience.

Responsibilities

• Support the Bank’s “People First” focus and rules of engagement—maintaining a professional demeanor, working as an active member of the CNOB team, providing clients excellent service, always striving to make CNOB “A Better Place to Be”
• Review post-closing SBA loan documentation for accuracy, completeness, and compliance.
• Verify collateral documents, insurance requirements, and executed loan terms.
• Track and follow up on all outstanding post-closing items until fully resolved.
• Maintain organized, audit-ready digital loan files that meet SBA and bank standards.
• Communicate with borrowers, attorneys, title companies, and internal teams to obtain missing or corrected documents.
• Prepare files for internal audits, SBA reviews, and quality control checks.
• Support departmental projects and assist with additional duties as needed.

Benefits

• World class health, vision, and dental benefits on day one
• 401k with employer match
• Hybrid work from home (depending on role)
• Employee appreciation events (team building, softball games, food truck days, etc..)
• Employee assistance programs (EAP)
• Wellness programs (flu shot, preventive care, health programs and services discounts, etc..)
• Tuition reimbursement
• Employee Discount perks
• CNOB Community Service Events
• ….and much, much more!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees