CRE/SBA Loan Processor
Location
Worldwide
Posted
59 days ago
Salary
$38 - $40 / hour
Seniority
Mid Level
No structured requirement data.
Job Description
CRE/SBA Loan Processor
KeyPoint Credit Union
Role Description The SBA / CRE Loan Processor is a highly experienced, hands‑on role responsible for independently managing complex SBA and Commercial Real Estate (CRE) loan transactions from approval through funding and post‑closing. This position serves as a senior technical resource within the loan processing function, providing expertise, guidance, and informal mentoring to other processors while ensuring loans are processed accurately, efficiently, and in full compliance with regulatory, SBA, and institutional requirements. The role plays a key part in risk mitigation, audit readiness, and operational continuity by handling high‑complexity loans, supporting escalations, and contributing to process improvement initiatives. Qualifications - Five (5) or more years of progressively responsible experience in Commercial and/or SBA lending within a financial institution, with strong emphasis on loan processing, documentation, and loan operations. - Demonstrated working knowledge of SBA policies, procedures, and basic loan structuring. - Strong understanding of applicable State and Federal lending regulations and internal lending policies. - Minimum of five (5) years of hands‑on SBA and/or CRE loan processing experience using LaserPro Documentation or comparable commercial loan documentation systems, including complex borrower and loan structures. - Experience with SBA documentation platforms such as LaserPro SBA Lending Solutions, T‑Soft, SBA Complete, or similar systems. - Exceptional verbal, written, and interpersonal communication skills, with the ability to work effectively with borrowers, brokers, vendors, and internal stakeholders. - Proven ability to work independently with minimal supervision in a deadline‑driven, high‑volume environment. - High attention to detail with the ability to identify compliance risks, documentation discrepancies, and operational issues. - Advanced proficiency in Microsoft Word and Excel. - Intermediate mathematical skills, including interest calculations and balance verification. - Strong analytical and problem‑solving skills with the ability to resolve complex, non‑standard issues involving multiple variables. Requirements - Serves as a subject‑matter expert for SBA and CRE loan processing, documentation, and compliance requirements. - Provides guidance and informal mentoring to loan processors on complex files, SBA SOP interpretation, documentation standards, and risk considerations. - Acts as an escalation resource for complex loan structures, documentation issues, compliance concerns, or operational challenges. - Reviews complex loan files and documentation for accuracy, completeness, and compliance; identifies exceptions and recommends resolution. - Supports consistency in processing standards, internal controls, and best practices across the SBA/CRE loan processing team. - Participates in process improvement initiatives by identifying inefficiencies, risk exposures, and opportunities to enhance turnaround time, quality, and controls. - Collaborates cross‑functionally with Commercial Lending, Credit Administration, Compliance, Operations, Legal, and Member Services. - Takes full ownership of assigned SBA and CRE loan files, actively managing timelines from approval through funding and post‑closing. - Processes approved loans in compliance with credit union lending policies, SBA requirements, and regulatory standards. - Works closely with Loan Originators, Brokers, Applicants, Title Companies, attorneys, and third‑party vendors to collect, review, and verify required documentation. - Communicates lender conditions clearly and professionally to Brokers and Applicants and confirms satisfaction prior to closing. - Prepares SBA applications, eligibility documentation, and supporting materials for SBA approval and Guaranty issuance. - Prepares and reviews all SBA, CRE loan, and credit union membership documentation for accuracy and completeness. - Orders appraisals, environmental reports, title commitments, tax transcripts, insurance certificates, UCC filings, and other due diligence items; ensures collateral positions are properly researched and perfected. - Coordinates loan closings and funding, including document execution, funding accuracy, and post‑closing follow‑up. - Demonstrates intermediate to advanced working knowledge of SBA Standard Operating Procedures (SOPs) and Commercial Real Estate regulations. - Ensures loans are processed in compliance with State and Federal regulations, internal policies, and SBA guidelines. - Maintains fully documented, exam‑ready loan files. - Supports internal audits, regulatory examinations, and SBA reviews, including responding to requests and assisting with remediation efforts. - Assists with data gathering and reporting related to audits, General Ledger support, and management review. - Partners with Member Services to facilitate small business deposit account and membership opening as needed. - Performs cross‑functional operational support and special projects as assigned by Commercial Banking Management. Company Description
Related Guides
Related Categories
Related Job Pages
More Operations Jobs
• Install and configure new Microsoft SQL Server instances, including Alwayson availability groups and failover clustering. Preferably on Microsoft SQL Server 2022, 2019, 2016. • Highly skilled at database design and T-SQL development. • Responsible for database backup and recovery procedures, security and database integrity, physical data storage design and data storage management. • Configure and manage SQL Security settings. • Make system design recommendations according to Microsoft SQL Server best practices. • Manage database backup, recovery & DR planning. • Create, modify, and optimize SQL Server Agent jobs and maintenance plans. • Proactively monitor SQL Server maintenance tasks, troubleshoot failed jobs and resolve issues in a timely manner. • Troubleshoot application slowness and performance issues. • Analyzes SQL query plans and refines complex queries for performance tuning. • Responsible for database migrations and server upgrades. • SQL Server Integration Services (SSIS) and Data Integration: Develop, maintain, and optimize SSIS packages for ETL (Extract, Transform, Load) processes of large data into and out of Microsoft SQL Server. • Optimizes data for visualization and Business Intelligence data analysis. • Perform SQL Server integration with enterprise applications.
Operations Administrator
OpsArmyScreen top international talent, onboard, run payroll, and manage performance.
• Partner with sales and customer success teams to set up new platform instances and configure customer accounts in the backend • Manage demo environments, including setting up and shutting down instances as needed • Execute and maintain custom configurations for both internal and external use cases • Follow established operational workflows to ensure accuracy, consistency, and timely delivery • Identify process inefficiencies and contribute ideas for continuous improvement
Operations Associate
OpsArmyScreen top international talent, onboard, run payroll, and manage performance.
• Partner with sales and customer success teams to set up new platform instances and configure customer accounts in the backend • Manage demo environments, including setting up and shutting down instances as needed • Execute and maintain custom configurations for both internal and external use cases • Follow established operational workflows to ensure accuracy, consistency, and timely delivery • Identify process inefficiencies and contribute ideas for continuous improvement
Sales Operations Specialist
Priority Technology Holdings, LLCJoin our team at Priority Technology Holdings, Inc. and be part of a dynamic and innovative company that is transforming the financial technology landscape. Together, we can shape the future of payments and banking solutions while providing unmatched value to our clients.
Role Description The Sales Operations Specialist plays a critical role in empowering our Sales teams by ensuring their success. You will serve as a key internal partner, directly managing support for the company’s sales portfolio through dedicated telephone and email interactions. Your primary focus is to cultivate strong, collaborative relationships with the Sales teams and provide ongoing day-to-day support, guaranteeing they have the necessary support to thrive. - Develop and coordinate proposals, RFP responses, and deal structuring support. - Provide strategic pricing support, including merchant statement analysis. - Administer ongoing sales partner training on MX™ Connect, MX™ Merchant, and other Priority Product and Services. - Facilitate escalated requests with other teams in the organization, ensuring expedient and amenable resolution of issues. - Submit new merchant agreements and follow up through the onboarding setup. - Perform customer service tasks such as terminal installations, ordering terminals, file build completion, troubleshooting issues, and assisting with anything related to the merchant account. - Provide operational support for new market initiatives (Canada & Puerto Rico). - Distribute relevant information to sales partners as needed, on behalf of other departments upon request, or at the request of the leadership team. - Provide specialty program support for vertical solutions. - Manage administrative support related to deal setup and submission, including internal escalation routing for operational blockers and gateway setup submission. - Deliver comprehensive reporting support, including customer reporting, Business Intelligence (BI) reporting support, and ad-hoc reporting requests supporting deal analysis. - Conduct education on sales operational workflows. - Assist with deal progression and internal process navigation. Qualifications - Relevant background in customer service or a customer-focused role, ideally with a background in financial technology or financial services. - Experience working in a sales and service environment that moves at a fast pace. - Strong communication skills (written and verbal). - Proficiency in Microsoft Office and Google Drive. - Travel for work conferences/expos. Requirements - Demonstrated excellent accuracy and attention to detail. - Good multi-tasking and problem-solving skills. - Ability to work well in a team environment, with the ability to function with professionals internally and externally at all levels. - Ability to listen, communicate, and interpret client’s needs and objections. - Ability to de-escalate situations and drive meaningful resolutions. - Experience in Excel/Sheets completing basic financial analysis or formula-based calculations. Benefits - Compensation range: $65k-$75k. - Financial Wellness: - Bonus programs. - 401(k) match. - Employee Stock Purchase Program (ESPP). - HSA and FSA options. - Financial wellness resources and employee discount programs. - Health & Well-being: - Medical, dental, and vision coverage. - Mental health support for employees and dependents through Lyra Health. - Family planning and women’s health benefits through Carrot. - Gym membership reimbursement and virtual wellness programs (including yoga). - Time Off: - 3 weeks PTO to start, with unlimited PTO after year one. - Growth & Development: - Education expense reimbursement. - Leadership development programs. - Certified Payments Professional (CPP) certification support. Company Description Join our team at Priority Technology Holdings, Inc. and be part of a dynamic and innovative company that is transforming the financial technology landscape. Together, we can shape the future of payments and banking solutions while providing unmatched value to our clients.
