• Truliant Federal Credit Union (Matthews, NC)
    …Functions and Responsibilities Prepares and meticulously reviews all closing documents for SBA loans, guaranteeing accuracy and adherence to both bank policies and ... SBA regulations. This includes loan agreements, security documents, and...loan closing process, from gathering and verifying all necessary documentation to scheduling and conducting the closing itself. This… more
    Upward (06/22/25)
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  • CityFirst Bank (Washington, DC)
    …input, filing and scanning. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES As a Loan Operations Specialist you will assign proper Horizon codes to loans and input loans ... Loan Accounting System, input collateral and other records as required; input documentation ticklers to track the receipt of recorded documents and the expiration… more
    Upward (07/11/25)
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  • Washington Trust Bank (Spokane, WA)
    …processing and servicing commercial loan participations, commercial flooring lines and SBA loan servicing including 1502 processing, including all related monetary ... not limited to, general commercial loan servicing, commercial loan documentation , loan boarding, collateral perfection, and loan reconciliation functions. Location:… more
    Upward (06/27/25)
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  • University Federal Credit Union (Houston, TX)
    …appropriate lending product and structure. Display and utilize thorough knowledge of SBA 7(a) and 504 programs, commercial and industrial operations, and cash flow ... and real estate transactions. Ensure proper loan documentation is prepared and reviewed in accordance with UFCU and regulatory practices. Knowledgeable and efficient… more
    Upward (07/12/25)
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  • Terrestris Global Solutions (Springfield, VA)
    …organization with room to grow? We can help! Terrestris, LLC, an SBA -certified 8(a) and Service-Disabled Veteran-Owned Small Business (SDVOSB), is seeking a Junior ... Payroll Specialist to support our growing operations. The Payroll ...with bank and account reconciliations. Organize and maintain financial documentation and filing systems. Prepare and analyze financial statements… more
    Upward (07/16/25)
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  • SBA Documentation Specialist

    Umpqua Bank (San Diego, CA)
    SBA Documentation Specialist Loan Operations San Diego, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a ... utilizing the Laser-Pro Software system, while also maintaining strict compliance with SBA and Commercial lending documentation requirements. + Responsible for… more
    Umpqua Bank (07/19/25)
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  • Commercial / SBA Loan Specialist

    US Tech Solutions (Brooklyn, OH)
    **Job Title : Commercial Loan Specialist (Comm Client Services - SBA )** **Location: Brooklyn, OH 44144 or Amherst, NY 14226** **Duration: 6 months contract (with ... _Experience in commercial lending, preferably with a focus on SBA loans._ + _Knowledge of SBA loan...and internal policies._ **Job Description:** **Position Summary** The Lead Specialist , an integral part of a high-performing team, is… more
    US Tech Solutions (06/10/25)
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  • Loan Specialist - SBA

    Raymond James Financial, Inc. (Memphis, TN)
    …and resolve problems. **Essential Duties and Responsibilities** + Obtains required documentation and processes all small business loan packages. + Ensures compliance ... with banking rules and regulations. + Inputs loan data into settlement and SBA systems for setup and activation. + Coordinates settlements with customers for… more
    Raymond James Financial, Inc. (07/14/25)
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  • SBA Portfolio Management Analyst

    Regions Bank (Hoover, AL)
    …modifications, quarterly problem asset reports on loans not transferred to a workout specialist , SBA Viability Reviews, SBA Litigation / Liquidation Packages ... section of the system. **Job Description:** At Regions, the SBA Portfolio Management Analyst is responsible for providing proactive...documentation is submitted and acceptable, per Regions' and SBA loan policy guidelines + Analyzes deal memo to… more
    Regions Bank (05/09/25)
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  • Loan Documentation Specialist I

    NBT Bank (Norwich, NY)
    …and compliance for loans across the bank's lines of business. The Loan Documentation Specialist I is responsible for performing moderately complex review of ... Pay Range: $18.97 - $25.30 The Loan Documentation team at NBT is responsible for preparing,...Tasks Performed: + 50% Perform review of business banking, SBA and other bank documented loans ensuring accuracy and… more
    NBT Bank (07/12/25)
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