SBA Operations Representative
📋 Role Overview & Responsibilities
The SBA Ops Officer position will be responsible for ensuring that all SBA loans are managed/serviced and closed according to the rules and regulations of SBA SOP (Standard Operating Procedures). SBA Operations is also responsible for servicing and monitoring the partner portfolio to ensure all the SBA SOP rules and regulations are followed. SBA Ops Officers will manage customers nationwide in all time zones for the clients in the *SBA Legacy portfolio and *Partner SBA Loan portfolio.
Position Responsibilities
Initiate and receive communication with all SBA customers.Service requests for existing SBA customers and loan closings.Work with SBA government process systems and Comerica process systems.Order Documentation and review/ validate -- SBA SOP and Comerica documents.Review and approve SBA SOP and CMA related required forms and filings.Responsible for reading and understanding legal documentation such as purchase agreements, loan documents, corporate entity documents, title policies.Proficient knowledge of SBA SOP (537 pages) rules and regulations.Proficient computer skills to use CMA and SBA systems (SBA One & E-tran).
Position Qualifications
Bachelor's degree from an accredited University OR High School with 10 years of SBA experience5 years of SBA experience in servicing, closing, and processing5 years of financial service industry experience
2 Riverway
8:00am - 5:00pm Monday - Friday
Frequently Asked Questions
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This position is located in Houston, TX with potential relocation and sponsorship assistance depending on candidate qualifications.
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