SBA Loan Processor, Closer

Climate First Bank

SBA Loan Processor/Closer advancing loans through approval, documentation and funding for Climate First Bank. Supporting borrowers, BDOs and the SBA at a sustainability-focused U.S.

Posted 8/11/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive knowledge of SBA loan processes, including application submission, approval, and closing, while effectively managing relationships with borrowers and stakeholders. Proficient in compliance with SBA standards and regulations, with strong organizational and communication skills to facilitate timely loan closings.

Highest-signal resume keywords

SBA Loan ProcessingSBA SOP KnowledgeLoan Application ManagementFinancial Report InterpretationCompliance with Regulations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SBA Loan ProcessingLoan DocumentationFinancial Report InterpretationSBA Eligibility ReviewETRAN EntryPackaging and Closing ProcessesKnowledge of Financial ProductsRegulatory ComplianceDue Diligence ManagementFraud Prevention

Soft Skills

Professional CommunicationOrganizational SkillsTime ManagementAttention to DetailRelationship Building

Industry Keywords

SBA LoansLoan OperationsLender Service ProviderBusiness-Related DegreeHigh-Volume EnvironmentEastern Standard HoursNon-Smoker Policy

About the role

Key responsibilities & impact

Move SBA loans through application submission, approval, processing and closing
Serve as primary liaison between the BDO, Underwriter, borrower and SBA for collateral review and loan documentation
Manage loan application pipelines and coordinate with the Lender Service Provider and Loan Operations for timely closings and funding
Facilitate loan closings, manage due diligence, follow up and communicate proactively with stakeholders
Stay current on SBA SOP changes and review loans for SBA eligibility
Ensure loan files meet SBA and bank standards and are entered into ETRAN for approval
Build relationships with borrowers and internal stakeholders and address questions, concerns and issues promptly
Complete compliance and IT training and follow bank policies, procedures and regulations
Question suspicious activity and collaborate to help prevent fraud

Requirements

What you’ll need

3–5 years of dedicated SBA experience
Bachelor’s degree in finance, accounting or another business-related field highly desired
Excellent SBA SOP knowledge
Ability to independently manage packaging and closing processes in a high-volume environment
Ability to anticipate and mitigate slowdowns while balancing efficiency and attention to detail
Strong organizational, time-management and checklist skills
Confident, precise and professional communication skills
Knowledge of financial products and services, applicable regulations and laws
Ability to interpret financial reports and legal documents
Ability to learn new tools quickly and use technology to create efficiencies
Ability to work Eastern Standard Hours
Valid U.S. work authorization; visa sponsorship is not offered
Must affirm being a non-smoker or commit to cessation within 90 days of offer acceptance
Successful completion of cognitive and personality assessments, credit and background checks, and reference checks

Benefits

Comp & perks

Annual bonus, incentives and equity may be available
100% employer-paid health coverage for employees; employer contribution for dependents
Medical, Dental & Vision Insurance
Health Savings Account (HSA)
Free Telemedicine access via Teladoc
401(k) with 6% Employer Match and no vesting period
Employee Stock Options
Exclusive Employee Banking Perks
0% Financing for Employee Solar Loans
Employee Only Mortgage Product with exclusive interest rates and terms
0% Financing for Eligible Electric Vehicles (EVs)
Referral Incentives
2–4 Weeks of Vacation based on officer level plus additional tenure-based time
64 Hours of Paid Sick Time for all full-time employees
Company-Paid Life Insurance
Short- & Long-Term Disability Insurance
Voluntary Life, Accident & Critical Illness Coverage
Employee Assistance Program (EAP) with free counseling, legal, and financial services
Occasional U.S. travel for company events