Loan Operations Associate, VSBA Closing Department - Irving, TX, Pasadena, CA, Costa Mesa, CA

About the role

VelocitySBA provides small business owners with access to growth capital through the SBA loan program. Having access to small business financing can give you the security and freedom to focus on other aspects of running your business. We can help you purchase commercial real estate and equipment, provide growth capital financing, deliver debt refinance solutions, aide with business acquisition/partner buyout, and assist small business owners with their startups.

VelocitySBA is one of the fastest growing SBA lending institutions in the country and is actively seeking motivated individuals interested in a career in business finance. Areas of opportunity include sales/business development, underwriting, closing, servicing, marketing and more as our organization very actively implements our national growth strategy. VelocitySBA offers distinctly a team culture that is more synergistic and collaborative than typical for financial institutions, creating a stimulating and enjoyable workplace environment. Candidates joining the VelocitySBA team can expect professional development and growth working alongside the best SBA professionals in the industry. Become a part of our team and immerse yourself in a company that fosters a Great Place to Work™ culture!

Responsibilities

The Loan Operations Associate is a customer‑facing role responsible for collecting, preparing, and delivering complete, accurate, and compliant loan files to the closing officer by the time of loan approval. This role ensures that all required documentation, verifications, and regulatory requirements are satisfied to support a smooth and timely closing process. The Loan Operations Associate collaborates with borrowers, brokers, external partners, and internal teams to maintain high standards of quality and operational efficiency. This role requires strong verbal communication skills and comfort engaging directly with customers to clearly explain requirements and processes. In addition, the Loan Operations Associate must take a proactive and persistent approach to following up with customers to obtain required information and documentation in a timely manner.

• Coordinate with Borrowers and Stakeholders: Serve as a customer-facing representative for the Company and communicate directly with borrowers, lenders, franchisors, contractors, insurance agents, closing agents, and internal department stakeholders to obtain necessary documents, clarify questions, and resolve issues. Provide clear instructions and updates to ensure deadlines are met and the loan process progresses smoothly.
• Review and Verify Loan Documentation: Thoroughly examine all loan application documents, entity documents, appraisals, escrow & title documents, and other supporting materials to ensure accuracy, completeness, and compliance with internal policies, SBA SOP 50 10 and other regulatory