Senior Specialist - Fulfillment Documentation SBA National

About the role

This is a full-time, remote career opportunity. Core working hours will be 8 am - 5 pm, Monday through Friday. The role will act as the primary resource for Small Business Administration (SBA) clients following credit approval to facilitate the loan through settlement including general administrative functions, relationship manager and client correspondence, due diligence review, coordination with bank counsel, and document delivery.

Responsibilities

• Conducts due diligence on SBA loan parties, collateral, and all pertinent approval requirements, including review of corporate/entity documentation, UCC and lien searches, title commitments, and insurance policies, in accordance with SBA Standard Operating Procedures (SOP).
• Reviews entity formation and organizational legal documents to validate authorized signers and ensure appropriate parties are included in SBA loan documentation.
• Reviews and analyzes documentation to ensure compliance with approved credit terms, bank policies, SBA SOPs and applicable federal and state regulatory standards.
• Collaborates directly with SBA borrowers, relationship managers, credit officers, and internal operations teams to facilitate a smooth loan closing process.
• PARTNERS Closely and COMMUNICATES PROFESSIONALLY with external third parties, including outside counsel, title companies, and insurance providers, to collect and validate all required documentation.
• Prepares and maintains internal SBA-specific closing checklists as well as attorney checklists for assigned loans to track progress and ensure all conditions are met prior to settlement.
• Verifies critical loan attributes such as borrower and guarantor information, loan terms, and collateral descriptions to ensure consistency with SBA E-Tran Terms and Conditions and internal systems.
• Ensures all due diligence documentation aligns with Fulton’s internal records and SBA requirements.
• Prepares SBA loan documents using Fulton’s internal documentation system, ensuring accuracy and compliance with SBA SOP.
• Collaborates with bank counsel to review outside counsel documentation ensuring compliance with approved underwriting guidelines, company policies, SBA SOPs, and regulatory standards for all states.
• Coordinates settlement logistics, prepares and approves disbursements, and provides instructions to fund in accordance with bank and SBA guidelines.
• Aids in resolving documentation issues and procedural questions, ensuring compliance and timely resolution.
• Manages a high volume of SBA loan transactions simultaneously, prioritizing tasks independently to meet deadlines and service level agreements (SLAs).
• Consistently meets SLAs with both internal partners and external clients, maintaining a high standard of service and responsiveness.

Qualifications

• Education: Associate Degree or the equivalent experience. Specialty: business, administration or related. (Required)
• Bachelor's Degree or the equivalent experience. Specialty: business, administration or related. (Preferred)
• Experience: 5 or more years knowledge of commercial lending functions, with a focus on Small Business Administration (SBA) loan programs, including familiarity with SBA Standard Operating Procedures (SOP), lending documentation requirements, and collateral standards. (Required)
• 4 or more years experience with attorney closings, review of commercial loan documents, and interaction with attorney closing transactions. (Required)
• 4 or more years paralegal or equivalent related to legal review of commercial loan documentation. (Required)
• 5 or more years customer service. (Preferred)

Additional Responsibilities

• If assigned supervisory duties, plans, assigns, and evaluates the work of staff, provides guidance and coaching, establishes individual goals and objectives, monitors volume, workflow and quality, manages performance.

Other Duties as Assigned by Manager

This role may perform other job duties as assigned by the manager.

Pay

The salary range for this position is $64,700.00 - $107,900.00 annually.