Firstrust Bank

SBA Closing Specialist I

Job ID
# Positions
Pay Status
Salaried / Exempt


Supervises and monitors the pipeline of Small Business Administration (SBA) loans.  Oversees the review process of SBA loan files for credit approval and closing settlements. Coordinates post-closing review procedures and takes responsibility in ensuring closing conditions are met. 


Firstrust Bank is an Affirmative Action Contractor and is an Equal Opportunity Employer.


Minority/Female/Disabled/Veteran/all other Protected Statuses



  • Project Manager for collaborating and executing the portfolios of prospective and existing SBA borrowers:

    • Manages the process of auditing and packaging loan files. 
    • Oversees and directs the implementation of the loan closing process to ensure all documents are ready for SBA approval. 
    • Reviews and coordinates the due diligence on guarantors for compliance under the SOP guidelines.
    • Engages communications with borrowers, brokers, title companies, appraisers and insurance companies for required reporting and review. 
    • Manages the daily workflow to ensure that loan commitment deadlines are met.
    • Organizes the loan disbursement process, file maintenance, adjustments, reconciliations and other loan system functions.
    • Completes loan approval submissions under standard non-delegated authority.
    • Controls the closing pipeline and participates in loan committee meetings. 
    • Independently schedules and directs loan closing proceedings in a timely manner.


  • Expedite problem resolution for issues that may arise throughout the loan process. 

    • Maintains superior customer service when obtaining all SBA documentation. 
    • Provides assistance to business development officers, underwriters, and portfolio managers on SBA guidelines and procedures. 
    • Oversee and collaborate with team members to ensure accuracy on all loans.


  •  Supervises other projects as assigned by the SVP/Team Leader of SBA Lending. 




This position is accountable for the processing of financial and other information for the underwriting, closing and servicing of SBA Loans.

Knowledge - Skills & Abilities

  • Undergraduate degree or equivalent work experience
  • Five years’ experience in Commercial Lending
  • Ability to read and analyze a loan approval and file to ensure that all documents and loan packages adhere to loan approval
  • Accurate typing and data entry skills
  • Working knowledge of Stucky loan system
  • Working knowledge of General Ledger concepts
  • Strong verbal and written communication skills
  • Advanced computer skills in MS Office – Word, Excel and Outlook
  • Demonstrated commitment to quality service
  • Strong work habits with attention to detail and the ability to work on a team



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