Job Summary

This role gathers and verifies all necessary information to prepare the SBA Application, to include Business Plan, Tax Returns, Resume, and other applicable information for submission and subsequent SBA approval. The position requires efficient detailed analysis under tight deadlines in a fast-paced environment.

Prepares the checklist of additional information needed to complete the SBA Package for submission to SBA. Follow-up with borrower and lender to ensure the Package is completed in a timely manner. Submits the SBA Application, and SBA Authorization via eTran/SBA One ensuring accuracy and completeness to include, obtaining original signatures as necessary, and ensures that the loan complies with the current SBA SOP and Lender policy. Develops supplemental documents and conducts appropriate research to support SBA Application Packages.

3 years experience minimum.
Background screening required.