SME SBA Loan Admin Team Leader



SME SBA Loan Admin Team Leader

- (064930)

At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth.

Position Summary

This position requires a comprehensive knowledge of the commercial loan document requirements for C & I, Commercial Real Estate, Construction and Business Asset or Stock purchase transactions. In addition to general loan documentation this requires specialized documentation for compliance in the SBA loan programs, both 7a and 504. In this role you will need a strong knowledge of loan collateral requirements in multiple states to secure collateral, file UCC’s , complete 1050 settlement requirements, direct Escrow/ Title Instructions and ensure compliance with closing conditions. In this role you will be required to have working knowledge of the Laser Pro system, documents features and ability to maintain currency of the system, to ensure SBA and Bank compliance are maintained and current. This position will report to the Operations Manager of SBA Direct Lending for the SME SBA processing team. We believe in cross training and skill building so each team member is continually learning in the position. This position participates and shares in the integrity of the Direct Lending side and trains other team members. In this position you will be required to perform at the highest level following all the bank and SBA processing procedures and standards.

Position Accountabilities

  • Perform Loan File and Documentation reviews and validations for all loans originated in the SBA team. Work closely with team members to guide and train as needed for 7(a), 504, and SLP Product and may assist with other documents for the group. As a Team Leader you may be required to update documents in Laser Pro for compliance of the Bank and SBA requirements.
  • Work may include handling the requests or reviews of documents from Construction team as needed.
  • Review and complete the Escrow/Title Closing Instructions in accordance with Bank Collateral, Filing requirements, ensuring instruction and Title Work meet SBA and Bank Policy.
  • Delivering constructive feedback for Processing team within required Turn Times, to complete QC and the final review for release. In this role you serve as compliance for proper loan documentation to perfect all liens, and provide list of outstanding items at closing/signing that the Processing team will fulfill.
  • Review for compliance and risk control all SBA Forms, Loan Authorization and any 327 action prepared by Processors to support documentation process.
  • Works on all documentation requests for SBA audits and Inspection in a timeframe, format and accuracy.
  • Reviews all Escrow or Bank prepared settlement statements for Processing team to accurately reflect SBA 7(a) Fees, Bank Loan costs, 504 Fees, all other invoices, deposits are accounted for in the instructions to be collected at close from Escrow Instructions.
  • Cross Train in all duties to provide back up and support across the team during vacation periods, and special projects
  • This role will have some direct interaction with a group of team members, providing daily guidance for progressing their loans through the SBA program.
  • Perform other duties as assigned.

Job Specifications

Req Education or Equivalent Experience

  • High school diploma
  • College or Specialty Para Legal Training a plus, not required

Required Experience

  • 7-10 years in commercial and/or SBA loan documentation
  • Prior experience working in documentation system platforms, customer service, SBA loan processing

Field of Experience

  • Knowledge of SBA 7a and SBA 504 programs or commercial lending
  • Knowledge of Word and Excel
  • Knowledge of UCC, Collateral filing regulations
  • Loan Documentation for commercial and real estate
  • Escrow Settlement and funding process

Administrative/Technical Skills

  • Verbal and written communication and presentation skills

Level Supervised


Physical Requirements

  • Sedentary Work: lifting a maximum of 10 pounds, frequent standing/walking

Annual Hiring Range:

$55,000 to $113,000

The base salary opportunity can vary based on candidate’s geographic location, experience, knowledge, skills, and abilities.

To protect the health and safety of our employees and customers, Bank of the West may require all U.S. employees to provide proof of their vaccination status, and employees who are not fully vaccinated may be required to undergo regular testing.

This position has the option to work in one of our key hubs (San Ramon, CA, Tempe, AZ, Omaha, NE) or to work remotely as long as it is in within our 27 state working footprint which includes AZ, CA, CO, FL, GA, ID, IA, IL, KS, MI, MN, MO, NE, NV, NM, NC, ND, OH, OK, OR, SD, TX, UT, WA, WI, WY, NY.

Equal Employment Opportunity Policy

Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.


Primary Location United States
Job Small / Mid Business
Job Posting Aug 17, 2022, 11:42:39 AM

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