Sr. SBA Loan Closing Specialist

Sr. SBA Loan Closing Specialist

The Sr. SBA Loan Closing Specialist is responsible for all due diligence in relation to the accuracy and completeness of a new SBA loan, or a modification to an existing SBA loan, from post customer acceptance to booking/funding. This individual will work closely with SBA Sales and SBA credit to ensure all required due diligence and SBA guidelines are achieved. Additionally, the Sr. SBA Closing Specialist will report on progress of loan closings to leadership at regular intervals, will be expected to remain knowledgeable of SBA changes and processes and will work to develop, with leadership, SBA process and procedure materials and provide education to field as requested.

Essential Functions:

Identify business entity types and collect the corresponding legal documentation that they are required to file with the state or county

Utilize the loan workflow and specific tasks within the Loan Origination System, help to identify best practices

Order, review and analyze all required third-party vendor documents in relation to the collateral to be held on the loan

Complete all due diligence associated with the satisfaction of loan approval conditions as well as customer identification requirements in a timely manner

Verify the loans have been approved by the appropriate level of authority

Be the point of contact between the lender, underwriter, customer, attorney and/or title company, and SBA as needed

Ensure all required due diligence and approval documentation has been indexed accurately into our system of record

Use the loan documentation software to accurately create legal agreements/contracts

Execute a post-closing examination of loan documents for accuracy and completeness and perform upload of documents to the system of record

Verify all applicable fees have been collected from the borrower and loan proceeds disbursed according to schedule

Send loan specific information to Loan Servicing for core system input and maintenance

Verify proper approval has been obtained, including approval from SBA, FSA, etc.as appropriate

Ensure proper loan entry/buildout into Loan Origination System (LOS) SBA Module

Ensure proper SBA Forms and Disclosures are completed and properly executed at time of application and closing

Submit and obtain SBA Loan approval through E-Tran or SBA One for newly originated SBA loans and SBA modifications as required by the Servicing and Liquidation Actions Matrix as needed

Order and review CAIVRS and IRS Tax Transcript verifications

Coordinate and execute Letter of Credit documentation for Small Business portfolios

Support all SBA closings, regardless of LOB in which they are originated

May mentor more junior team members

Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations

Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency

Work as part of a team

Work with on-site equipment

Complete other duties and special projects as requested by management

Discourage any unsafe work habits by setting a good example for employees by following the required safe work practices as indicated by the safety and loss prevention program

Consistently and fairly enforce safe work practices

Ensure that each employee knows what to do in the event of an emergency

Education

• Bachelor's degree in a related field preferred

Work History:

• 5 - 6 years previous SBA experience preferred

• 5 - 6 years previous loan closing / loan operations experience required

Location

This position can be performed remotely, unless you live within 40 miles of one of our Hub locations which are listed below. If you live within 40 miles of one of the locations listed below, you must be onsite Monday - Thursday with Friday as an optional work from home day.

INDEPENDENCE, OH

6480 Rockside Woods Blvd S

Suite 345

Independence, OH 44131

COLUMBUS, OH

HQ

3 Easton Oval

Columbus, OH 43219

BUFFALO, NY

375 Essjay Road

Suite 100

Buffalo, NY 14221

MOUNT JOY, PA

101 East Main Street

Mount Joy, PA 17552

WARREN, PA

100 Liberty Street

Warren, PA 16365

ERIE, PA

800 State Street

Erie, PA 16501

PITTSBURGH, PA

Bellevue

532 Lincoln Avenue

Bellevue, PA 15202

Pittsburgh Business Office

525 William Penn Place

Suite 3550

Pittsburgh, PA 15222

FISHERS, IN

11 Municipal Drive

Suite 150

Fishers, IN 46037

LI-EK1

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

At Northwest, we’re here for what's next. Whether we're finding opportunities for families, businesses and communities or opening doors for our team, we share a passion for helping the people around us succeed.

And we know that in order to provide the highest level of care, we need to understand unique experiences and perspectives. That's why, whether you're interested in a corporate role or something customer-facing, your talent and voice matter. Here, you belong.

Working at Northwest, you'll find that we recognize our employees for the important work they do through competitive compensation and benefits, professional development opportunities and by regularly celebrating wins along the way.

So, take a look at the opportunities here. And join us as we move into the future making a difference for the people we serve.

Read More

Follow Us

© 2026 Workday, Inc. All rights reserved.