SBA 7(A) Loan Underwriter Job at Robert Half (Pope Valley)

SBA Loan Underwriter

We are looking for an experienced SBA Underwriter to support loan evaluation and...

Location

United States , Alamo

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3-5 years of experience underwriting and spreading SBA 7(a) loans
Working knowledge of SBA eligibility standards, lending requirements, and general underwriting guidelines
Ability to evaluate financial statements, business performance records, and legal documentation with accuracy and sound judgment
Demonstrated skill in recognizing credit risk and recommending appropriate mitigants
Strong verbal communication and presentation skills for discussing loan findings and recommendations
Effective business writing skills, including the ability to prepare clear and concise credit documentation
Background in commercial or small business loan underwriting, including credit underwriting and loan analysis

Job Responsibility

Review SBA 7(a) loan files and perform thorough credit analysis to determine overall transaction quality and lending viability
Examine and spread applicant financial statements, tax records, and supporting business documentation to assess repayment capacity and risk exposure
Request third-party due diligence items, such as appraisals, environmental reports, and business valuations, after obtaining appropriate internal approval
Develop well-structured credit memoranda that clearly summarize borrower qualifications, key risks, and underwriting recommendations
Present informed credit decisions and recommendations using independent judgment for management or committee review
Partner with loan processing staff to help advance approved transactions in a timely manner while maintaining compliance with internal lending guidelines
Work closely with the closing team to support smooth execution and completion of loan transactions
Identify potential credit concerns early and recommend practical solutions or mitigating factors to strengthen decision-making

What we offer

medical, vision, dental, and life and disability insurance
enrollment in company 401(k) plan

SBA Underwriter

We are seeking an experienced SBA 7(a) Loan Underwriter to support a growing len...

Location

United States , Walnut Creek

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of SBA 7(a) underwriting experience required
Strong knowledge of SBA SOPs and lending regulations
Experience underwriting loans across a variety of industries and borrower profiles
Ability to analyze business financial statements, tax returns, and cash flow projections
Strong credit writing and risk assessment skills
Experience with SBA delegated lending programs preferred

Job Responsibility

Underwrite SBA 7(a) loan applications in accordance with SBA guidelines and internal credit policies
Analyze business and personal tax returns, financial statements, cash flow, and collateral
Assess borrower creditworthiness and repayment capacity
Prepare detailed credit memorandums and underwriting recommendations
Review loan structures to ensure compliance with SBA SOP requirements
Identify and communicate underwriting exceptions and potential risks
Partner with loan officers, processors, and closing teams throughout the lending process
Maintain accurate documentation and underwriting files
Meet production goals while maintaining quality and compliance standards

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

SBA Sr. Closing Officer

We are seeking an experienced Senior SBA Closing Officer to lead the closing pro...

Location

United States , Irving

Salary:

80000.00 - 100000.00 USD / Year

MMC Group LP

Expiration Date

Until further notice

Requirements

5-7+ years of SBA closing experience required, with strong 7(a) experience, 504 preferred
Deep knowledge of SBA SOPs, eligibility requirements, and closing procedures
Strong understanding of financial statements, collateral documentation, and legal/closing processes
Experience working with title, escrow, and third-party vendors
Exceptional attention to detail and organizational skills
Ability to manage multiple transactions simultaneously with minimal supervision
Strong written and verbal communication skills

Job Responsibility

Lead SBA loan closings from credit approval through funding
Review credit memos, underwriting analyses, and loan terms for accuracy and eligibility
Prepare and review closing documents including Notes, Guarantees, Security Instruments, UCC filings, and SBA-required forms
Ensure consistency and completeness across all closing documentation
Review settlement statements, escrow instructions, and wire requests
Ensure all loans meet SBA SOP requirements, including eligibility, collateral, and use of proceeds
Validate borrower and guarantor compliance with regulatory requirements including OFAC, KYC, Flood, and Environmental
Verify completion and accuracy of SBA forms such as 1919, 1920, 159, and 912
Confirm all conditions precedent to funding are satisfied and documented
Act as primary point of contact for borrowers, brokers, attorneys, title and escrow partners, and internal teams

What we offer

Medical, Dental, Vision
401(k) with company match
Life insurance
Paid time off and sick leave
Career advancement and professional development opportunities
Performance-based bonus incentives

Fulltime

Senior Credit Underwriter

We are seeking an experienced SBA Underwriter to join a high-performing lending ...

Location

United States , Irving

Salary:

100000.00 USD / Year

MMC Group LP

Expiration Date

Until further notice

Requirements

3–5 years of SBA underwriting experience required
Strong experience with SBA 7(a) loans required
Must have experience in a high-volume underwriting environment
Ability to manage multiple files and deadlines simultaneously
Strong time management and organizational skills
Strong analytical and financial review skills
Ability to work effectively in a fast-paced lending environment

Job Responsibility

Underwrite SBA 7(a) loans from initial review through final credit recommendation
Analyze borrower financials, tax returns, cash flow, and collateral documentation
Review creditworthiness and assess lending risk in accordance with SBA guidelines and internal credit policies
Manage a pipeline of 5–7 active loan files simultaneously
Prioritize multiple deadlines and maintain strong file movement in a high-volume production environment
Collaborate with internal teams including credit, processing, closing, and leadership to ensure efficient loan progression
Communicate effectively regarding regulatory compliance, documentation requirements, and underwriting decisions
Maintain accurate loan files and support audit-ready documentation standards
Contribute to a team-oriented environment focused on quality, compliance, and operational excellence

What we offer

Medical, dental, and vision coverage
Life and disability insurance
Additional voluntary benefits

Fulltime

Regional Sales Manager - SBA Lending

We are seeking a high-impact Regional Sales Manager to lead and develop a team o...

Location

United States , Irving

Salary:

160000.00 - 175000.00 USD / Year

MMC Group LP

Expiration Date

Until further notice

Requirements

Bachelor's degree in Finance, Business, or related field
3-5+ years of experience managing sales teams within SBA 7(a) lending
Proven track record of driving loan production and revenue growth
Strong knowledge of SBA Standard Operating Procedures and lending guidelines
Solid understanding of credit underwriting and financial analysis for small business lending
Experience developing business through networking, calling, trade events, and marketing campaigns
Excellent leadership, communication, and coaching skills
Ability to manage multiple priorities in a fast-paced, performance-driven environment
Strong organizational skills with high attention to detail and urgency

Job Responsibility

Lead, coach, and develop a team of Business Development Officers to achieve loan production and profitability goals
Establish performance expectations, monitor KPIs, and drive accountability across all sales activities
Conduct ongoing coaching, performance reviews, and development planning
Participate in recruiting, hiring, and onboarding top sales talent
Oversee team pipeline activity to ensure consistent progression from prospect to funded loan
Monitor loan throughput, identify bottlenecks, and implement process improvements
Support team in structuring loan opportunities and advancing deals through underwriting and closing
Ensure high standards of loan quality, compliance, and documentation
Drive SBA 7(a) loan origination through networking, referrals, and targeted outreach strategies
Expand and strengthen referral networks, including brokers, business owners, and industry partners

What we offer

Health, Dental, and Vision Insurance
401(k) with employer match
Life Insurance
Paid Time Off and Sick Leave
Professional development and career advancement opportunities
Employee programs, training, and company-sponsored events

Fulltime

Business Development Officer

We are seeking a high-performing Business Development Officer with SBA lending e...

Location

United States , Irving

Salary:

80000.00 - 120000.00 USD / Year

MMC Group LP

Expiration Date

Until further notice

Requirements

Minimum 3+ years of SBA lending experience with a U.S.-based bank or non-bank lender
Strong knowledge of SBA 7(a) loan programs, SOP guidelines, and eligibility requirements
Ability to analyze financial statements, credit structures, and risk factors
Experience managing a loan pipeline and multiple transactions concurrently
Strong business development, relationship management, and sales skills
Excellent communication, presentation, and negotiation abilities
Bachelor's degree preferred or equivalent to industry experience

Job Responsibility

Generate SBA 7(a) loan opportunities through direct and indirect marketing channels
Build and maintain relationships with franchisors, franchise brokers, referral partners, and borrowers
Manage full loan lifecycle, including origination, structuring, underwriting coordination, and closing
Assess loan eligibility in accordance with SBA SOP guidelines and sound lending practices
Prepare and submit loan applications and prescreen packages
Maintain and update pipeline reports and provide status updates to leadership
Partner with credit and closing teams to ensure efficient deal execution
Oversee multiple transactions simultaneously, ensuring progress and accuracy
Coordinate third-party requirements such as appraisals and environmental reports
Ensure compliance with all internal policies and applicable regulatory requirements, including SBA guidelines, Regulation B, and BSA

What we offer

Performance-based bonus incentives
Medical, Dental, Vision
401(k) with company match
Life insurance
Paid time off and sick leave
Career development and advancement opportunities

Fulltime

Senior SBA Closing Officer

We are seeking an experienced Senior SBA Closing Officer to lead the closing pro...

Location

United States , Irving

Salary:

80000.00 - 100000.00 USD / Year

MMC Group LP

Expiration Date

Until further notice

Requirements

5-7+ years of SBA closing experience required, with strong 7(a) experience, 504 preferred
Deep knowledge of SBA SOPs, eligibility requirements, and closing procedures
Strong understanding of financial statements, collateral documentation, and legal/closing processes
Experience working with title, escrow, and third-party vendors
Exceptional attention to detail and organizational skills
Ability to manage multiple transactions simultaneously with minimal supervision
Strong written and verbal communication skills

Job Responsibility

Lead SBA loan closings from credit approval through funding
Review credit memos, underwriting analyses, and loan terms for accuracy and eligibility
Prepare and review closing documents including Notes, Guarantees, Security Instruments, UCC filings, and SBA-required forms
Ensure consistency and completeness across all closing documentation
Review settlement statements, escrow instructions, and wire requests
Ensure all loans meet SBA SOP requirements, including eligibility, collateral, and use of proceeds
Validate borrower and guarantor compliance with regulatory requirements including OFAC, KYC, Flood, and Environmental
Verify completion and accuracy of SBA forms such as 1919, 1920, 159, and 912
Confirm all conditions precedent to funding are satisfied and documented
Act as primary point of contact for borrowers, brokers, attorneys, title and escrow partners, and internal teams

What we offer

Performance-based bonus incentives
Medical, Dental, Vision
401(k) with company match
Life insurance
Paid time off and sick leave
Career advancement and professional development opportunities

Fulltime

Loan Officer

We are looking for a detail-oriented and driven Loan Officer to join our team in...

Location

United States , Savannah

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience in loan underwriting, administration, and small business lending
Strong knowledge of SBA loan programs, including SBA 504 and SBA 7(a), as well as community development block grants
Proficiency in reviewing business plans, financial statements, appraisals, and environmental reports
Skilled in negotiating loan terms, contracts, and pricing with clients and partners
Familiarity with financial software tools such as QuickBooks, including Enterprise and Pro versions
Excellent communication and relationship-building skills to work effectively with clients and referral sources
Ability to conduct thorough site visits and assess collateral for potential risks
Strong organizational and analytical skills to manage multiple loan projects simultaneously

Job Responsibility

Identify, qualify, and secure new small business clients seeking loans
Build and maintain relationships with referral sources such as bankers, realtors, CPAs, attorneys, and community leaders
Develop an in-depth understanding of various loan products, including SBA 504, SBA 7(a), and Microloan Programs, as well as local loan initiatives
Educate small business owners and referral partners on the benefits of the organization's loan products and advisory services
Meet or exceed annual loan production goals by effectively managing loan requests from origination to approval
Negotiate terms, structure loan projects, and secure approvals from loan committees and funding sources while adhering to credit policies and procedures
Conduct site visits to evaluate collateral and identify potential risks, documenting findings appropriately
Work with senior leadership to address issues in existing loan relationships and develop actionable solutions
Collaborate with marketing peers to promote the organization’s mission and loan products to the community
Build partnerships with industry professionals and engage with local business development organizations to foster growth

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Select Country

SBA 7(A) Loan Underwriter

Job Description

Job Responsibility

Requirements

Nice to have

What we offer

Looking for more opportunities?