SBA Sr. Funding Administrator

Division: Beacon Bank & Trust – Small Business (44 Business Capital)

Reports to: SBA Due Diligence Manager | Location: Blue Bell, PA | Status: Non-Exempt | Grade: 8

About the Role

Mentors and helps train new loan documentation and boarding staff. Serves as the subject-matter expert in all aspects of the SBA funding process from initial to final disbursement. Manages disbursement workflow and prepares documentation for a variety of commercial small business loan closings, modifications, and processing with a primary focus on SBA lending. Administers follow-up modifications in accordance with loan policy.

Responsibilities

• Mentors and trains line-of-business staff in procedures for disbursement, funding, and quality control of the SBA loan process.
• Manages daily funding and disbursement workflow for the entire team.
• Interacts with closing staff to transition applicant files (loan commitments) to booked loans.
• Reviews documentation for key elements to ensure boarding procedures and data are available for upload to core systems.
• Prepares Laser Pro documents and supplemental documentation for SBA small loans and modifications.
• Assists in loan fundings, pays referral fees and SBA guaranty fees, prepares wires and checks, and edits documents as required.
• Inputs loan information, collateral, and ticklers into the core system for future follow-up to preserve collateral position.
• Prepares loan modifications, processes maintenance on the core system, prepares manual bills, and calculates interest accruals.
• Prepares and catalogs documentation for off-site retention.
• Ensures compliance with all banking laws, rules, regulations, and prescribed policies, practices, and procedures to reduce risk and uphold ethical standards.

Requirements

• 5 years of banking experience; lending experience preferred.
• Training or mentoring experience preferred.
• Paralegal experience preferred.

Qualifications

• Associate degree preferred or equivalent work experience.

Skills

• Proficient with MS Office (Word, Excel) and internet applications.
• Strong verbal and written communication skills.
• Sound understanding of core banking systems.
• Ability to multitask effectively.
• Strong organizational skills.

Pay

Pay range: $21.55 – $36.63 per hour. Actual compensation within the range will be determined based on factors including skills, prior relevant experience, and work location.