SBA Loan Closer

We are looking for an experienced SBA Loan Closer to support the preparation and completion of small business loan transactions in Walnut Creek, California. This is a contract position ideal for someone with strong knowledge of SBA documentation, closing coordination, and regulatory accuracy in a fast-paced lending environment.

Responsibilities

• Gather, examine, and organize closing documents to confirm each file is complete, accurate, and aligned with approved loan terms.
• Evaluate title work, lien searches, and related records to identify outstanding items and help ensure the transaction is ready to close.
• Create and manage detailed closing checklists, following up on missing conditions and verifying that required documents are received on time.
• Assemble loan packages in accordance with SBA standards and applicable lending regulations.
• Secure SBA approval through E-Tran and prepare authorization documents that reflect established credit terms and program requirements.
• Produce closing documents in LaserPro and perform careful reviews to confirm consistency, completeness, and compliance.
• Coordinate with borrowers, escrow representatives, title providers, and insurance contacts to keep the closing process moving smoothly.
• Protect the bank’s collateral position by confirming liens are properly filed and perfected in the correct order.

Requirements

• At least 3 years of experience in SBA loan closing, loan documentation, or a closely related lending support function.
• Working knowledge of SBA eligibility standards, documentation expectations, and loan closing guidelines.
• Hands-on experience with E-Tran, SBA loan forms, and LaserPro document preparation.
• Strong attention to detail with the ability to manage multiple files and deadlines accurately.
• Sound judgment and effective problem-solving skills when resolving documentation or closing issues.
• Clear written and verbal communication skills for interacting with clients and external partners.
• Proficiency with tools such as Adobe Acrobat, LexisNexis, and other systems used in lending and compliance workflows.

Benefits

• Medical, vision, dental, and life and disability insurance.
• Eligibility to enroll in the company 401(k) plan.

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