SBA Closing Specialist

< ( SBA Closing Specialist – First Citizens Bank

Overview

This position is responsible for closing all Small Business Administration (SBA) 7(a) loans in compliance with company and SBA policy. The role reviews loan documentation to identify and resolve potential problems in the closing process, ensuring that all pre‑closing requirements are satisfied. It coordinates the internal loan team and necessary external professionals, and communicates directly with the client and bank closing counsel to resolve open closing conditions.

The goal is to support accurate, efficient loan closing to achieve department goals and profitability objectives.

Responsibilities

• Loan Closing – Coordinate all aspects of the loan closing process while ensuring compliance with SBA policies and procedures, and accurately complete the process with necessary parties.
• Loan Support – Resolve any pending closing conditions by engaging with bank closing counsel, ensuring pre‑closing requirements are met, and assembling and reviewing due diligence to satisfy the bank.
• Auditing – Perform pre‑closing audits of all submitted documents and conditions to ensure SBA eligibility.
• Quality Control – Complete quality checks of loan packages, document deficiencies, and resolve exceptions with customers and bankers.

Qualifications

• Bachelor’s Degree and 4 years of experience in credit administration with Small Business Administration servicing, closing, or underwriting, OR High School Diploma/GED and 8 years of experience in the same area.
• Detailed knowledge of loan closing documentation and requirements.
• Proficiency with computers, software, applications, and applicable mainframe systems.

Preferred Qualifications

• Knowledge of the Small Business Administration processes and procedures.

Benefits

First Citizens Bank provides a competitive, thoughtfully designed benefits program. More information can be found at

Seniority level

Not Applicable

Employment type

Full‑time

Job function

Finance and Sales

Industry

Banking and Financial Services

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