SBA Underwriter Job at Robert Half (Walnut Creek)

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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 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

Sr. Credit Analyst

Robert Half Management Resources is looking for an experienced Sr. Credit Analys...

Location

United States , Scottsdale

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 3 years of experience in credit analysis or portfolio management within commercial banking or business banking
Demonstrated ability to prepare credit presentations, loan narratives, and formal underwriting documentation
Strong background in financial statement analysis, credit spreading, cash flow evaluation, and covenant measurement
Working knowledge of commercial loan structures, risk identification, and credit policy application
Experience supporting commercial lending products, which may include construction financing, loan renewals, or SBA-related transactions
Proficiency with credit and financial analysis systems, with Abrigo, Experian, or similar platforms preferred
Effective written and verbal communication skills with the ability to present findings clearly to internal stakeholders

Job Responsibility

Develop detailed credit memos and lending recommendations for new requests, renewals, and modifications
Analyze financial statements by completing spreads, cash flow reviews, ratio analysis, and covenant testing to support credit decisions
Track the performance of assigned borrowing relationships and flag developing risks, exceptions, or adverse trends
Review collateral, industry conditions, and borrower operating results to form balanced assessments of repayment capacity
Maintain ongoing portfolio oversight through periodic reviews, covenant compliance monitoring, and credit file updates
Collaborate with lenders, portfolio partners, and credit approvers to deliver accurate and timely documentation for commercial loan activity
Ensure loan packages and supporting records align with internal credit standards and applicable regulatory expectations
Use credit analysis platforms and reporting tools, such as Abrigo, Experian, or comparable systems, to support underwriting and portfolio management activities

What we offer

Competitive compensation
Benefits available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance
Eligible to enroll in company 401(k) plan
Free online training

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

Avp, Commercial Services

We are looking for an experienced commercial lending leader to lead Commercial S...

Location

United States , Nashua

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 5 years of progressive experience in commercial lending, commercial banking, or business lending roles
Demonstrated success in business development, portfolio growth, and management of commercial client relationships
Strong commercial credit, underwriting, and loan structuring skills with the ability to assess complex borrowing requests
Working knowledge of SBA, small business lending, asset-based lending, or related commercial financing solutions

Job Responsibility

Lead the daily direction of Commercial Services while working closely with executive leadership to support departmental goals and lending strategy
Expand the commercial portfolio by developing new business opportunities and strengthening relationships with existing business members and referral sources
Oversee complex commercial loan and deposit relationships, ensuring responsive service, well-structured solutions, and long-term account growth
Review credit presentations, underwriting analysis, and loan structures to maintain strong portfolio quality and prudent risk decisions
Guide, coach, and develop commercial lending staff, fostering accountability, career growth, and consistent performance
Monitor portfolio trends, covenant compliance, and borrower performance to identify risk exposure and recommend timely action when needed
Help maintain alignment with lending policies, regulatory expectations, and internal controls across commercial services activities
Support specialized lending programs, including SBA and asset-based structures, when appropriate to meet business client needs

What we offer

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

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

Senior Loan Specialist

We are seeking a detail-oriented and customer-focused Senior Loan Specialist to ...

Location

United States , Irving

Salary:

Not provided

MMC Group LP

Expiration Date

Until further notice

Requirements

Proven experience in loan processing, loan coordination, or lending operations
Strong knowledge of loan documentation, compliance standards, and regulatory requirements
Experience working with SBA loans and familiarity with SBA SOP 50 10 highly preferred
Excellent verbal communication skills, with the ability to guide and influence borrowers
Strong organizational skills and attention to detail
Ability to manage multiple loan files in a deadline-driven environment
Proficiency in loan systems and Microsoft Office tools

Job Responsibility

Serve as the primary point of contact for borrowers and key stakeholders throughout the loan process
Communicate clearly with borrowers, lenders, franchisors, contractors, insurance agents, and internal teams to gather required documentation
Provide timely updates and guidance to ensure loan milestones and deadlines are met
Review loan applications, entity documentation, appraisals, escrow and title documents for accuracy and completeness
Ensure all files meet internal policies, SBA SOP 50 10 guidelines, and regulatory requirements
Identify discrepancies or missing documentation and take immediate corrective action
Assemble and organize complete loan files for submission to the closing officer
Confirm all underwriting conditions have been satisfied prior to approval
Maintain high standards of quality to support efficient funding timelines
Maintain accurate records of loan status within internal systems

What we offer

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

Fulltime

Loan Closer - Support

We are looking for a skilled Loan Closer - Support specialist with strong attent...

Location

United States , Walnut Creek

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 5-8 years of experience in loan closing or documentation, with expertise in organizational guidelines
Must be 3rd party SBA Loan experienced
Proficiency in LaserPro for loan documentation preparation
Strong knowledge of approval processes and familiarity with Etran systems
Demonstrated ability to follow compliance requirements and closing regulations
Excellent judgment and problem-solving abilities to address challenges effectively
Detail-oriented with exceptional organizational and follow-through skills
Strong communication skills for effective correspondence with clients and third parties
Familiarity with tools such as Adobe Acrobat, LexisNexis, and Automated Underwriting Systems
SBA Loan closing experience is a must

Job Responsibility

Collect and verify all required information and documentation to ensure completeness and accuracy, including title reports and lien searches
Create and maintain a comprehensive checklist of items necessary for loan closing, resolving any pending issues before finalization
Prepare loan documentation using LaserPro, ensuring accuracy and compliance with terms and conditions
Facilitate approval processes through Etran and generate loan authorizations in accordance with organizational guidelines
Coordinate with clients, escrow/title companies, and insurance providers to ensure seamless communication and timely closings
Package loan files and related documents in alignment with regulatory and organizational standards
Ensure proper lien placement and collateral protection by verifying all necessary actions are taken
Provide support and guidance throughout the closing process, addressing any challenges with expertise and problem-solving skills

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

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