FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
About the role
Key responsibilities & impact- Support the salesperson by managing inbound leads, conducting initial client intake, and qualifying prospects.
- Coordinate meetings, follow-ups, and communications with team members (sales, underwriting, closing, etc.)
- Maintain CRM records, track pipeline activity, and prepare sales reports.
- Develop strong working relationships with BDOs, Underwriters, Credit Officers, Closers, and other internal teammates.
- Communicate with team members and clients regarding issues or details that need to be addressed or changed throughout the loan process.
- Assist in gathering, organizing, and reviewing documents needed for SBA loan applications (7(a), USDA, 504, etc.).
- Provide instruction and assistance to clients during the initial SBA loan application process, emphasizing accurate completion of documents and introduction to loan processing software.
- Ensure client files meet SBA standards and help keep applications moving on schedule.
- Ensure loan application packages are in complete compliance with SBA guidelines.
- Order pre-underwriting and prequalification government-required reports (e.g., OFAC, CAIVRS, SAM).
- Preliminary assessment of new loan opportunities.
- Spreading and initial analysis of financial statements, projections, and business plans.
- Assess SBA and USDA eligibility and maintain thorough understanding of SBA SOP and USDA Regulations & Guidelines.
- Assist Government Guaranteed Lenders (GGL) BDOs and GGL Underwriters in preparing loan packages for credit underwriting.
- Complete vetting and credit memos to effectively communicate guarantor background, borrower business details, and other information aiding review, underwriting, and approval processes.
- Manage the appraisal process for all new credits (coordinate with borrowers, order appraisals, monitor status, etc.).
- Order and review site inspections.
- Order and track business valuations, providing pertinent information and documents to vendors.
- Ensure compliance with internal bank credit policy and external regulatory requirements.
- Attend SBA and USDA training to stay current on government-guaranteed lending regulations.
- Work with the SBA Lending team to devise and execute new processes and procedures that contribute to continuous process improvement in SBA loan origination.
Requirements
What you’ll need- High School Diploma or equivalent. Specialty: general studies. (Required)
- Bachelor's Degree or the equivalent experience. Specialty: business, finance, marketing or related. (Preferred)
- 5 or more years experience in sales support, lending support, or customer service. (Required)
- 3 or more years SBA Lending support or underwriting experience. (Preferred)
- Strong organizational and communication skills (Required)
- Ability to manage multiple tasks with accuracy and attention to detail (Required)
- Proactive support mindset (Required)
- Excellent written and verbal communication skills (Required)
- Excellent interpersonal skills. (Required)
- Proficient with Excel – knowledge of basic excel modeling and formulas – as well as other standard Microsoft products. (Required)
- Knowledge of standard banking applications such as financial spreading software (Preferred)
Benefits
Comp & perks- medical plans with prescription drug coverage
- flexible spending account or health savings account depending on the medical plan chosen
- dental and vision insurance
- life insurance
- 401(k) program with employer match and Employee Stock Purchase Plan
- paid time off programs including holiday pay and paid volunteer time
- disability insurance coverage and maternity and parental leave
- adoption assistance
- educational assistance
- robust wellness program with financial incentives
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
SBA lending supportunderwritingfinancial statement analysisbusiness plan analysisloan application processingcompliance with SBA guidelinescredit memo preparationappraisal managementbusiness valuationpipeline activity tracking
Soft Skills
organizational skillscommunication skillsattention to detailproactive support mindsetinterpersonal skillsability to manage multiple taskswritten communication skillsverbal communication skills