SBA Closing Process Lead
This individual will lead the design and optimization of closing workflows, champion the use of technology, automation, and AI, and ensure the highest standards of quality and compliance across all loan closings.
As a subject matter expert in SBA 7(a) lending, the SBA Closing Process Lead will provide day-to-day guidance on complex transactions while fostering continuous improvement in speed, accuracy, and overall team performance. This role will influence and mentor the closing team.
Key Objectives
- Improve closing efficiency and reduce cycle times through process redesign
- Enhance consistency, accuracy, and compliance in loan documentation
- Drive adoption of technology, automation, and AI within the closing function
- Serve as a thought leader and mentor to the closing team
Ideal Candidate Profile
The ideal candidate brings deep SBA 7(a) closing expertise combined with a forward-thinking, process-oriented mindset. This individual is comfortable operating in a dynamic environment, embraces technology and innovation, and is motivated to challenge and improve existing ways of working.
Success in this role requires the ability to influence without direct authority, implement new solutions, and elevate team performance through better processes, not just oversight.
- 7–10 years of SBA 7(a) closing or related commercial lending experience
- Strong knowledge of SBA programs, SOPs, and compliance requirements
- Proven ability to improve or redesign processes , not just execute them
- Comfortable working in a fast-paced, evolving environment
- Experience using LOS, document management systems, or similar tools to drive efficiency; interest in automation/AI a plus
- Strong organizational skills and attention to detail, with the ability to manage multiple priorities
- Effective communicator with the ability to influence others and drive process adoption
- Strong problem-solving skills, including handling complex or non-standard deals
- Commitment to staying current on SBA guidelines and contributing to continuous improvement
- Competitive salary and performance-based bonuses
- Comprehensive health coverage, plus free dental and vision
- Flexible hours and fully remote work options
- Unlimited PTO and company holidays
- Collaborative, inclusive, and growth-minded environment
- Apply — It only takes a few minutes.
- HR Screen — If it’s a match, one of our recruiters will reach out to schedule a quick call.
- Interviews — Meet the team, discuss the role, and explore how your skills fit our needs.
- Decision — If it’s a great fit for both sides, we’ll make it official!
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