SBA Operations Representative

SBA Operations Representative

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 :

• Customer Service Initiate and receive communication with customers.
• SBA Rules - Regulation Validation servicing request for existing SBA customers and loan closings.
• Data Entry SBA govt process systems and CMA process systems.
• Order Documentation and Review / Validate SBA SOP and CMA docs.
• Post Approval SBA SOP and CMA related required forms and filings.
• Compliance and Education SBA SOP Origination and Servicing (500+ pages) and CMA compliance.