Small Business Operations Specialist

Job Title

Small Business Operations Specialist

Boise Campus, 5777 North Meeker Ave, Boise,

The Small Business Loan Specialist supports the Small Business Express loans and SBA loans. The role is responsible for ensuring Small Business Express loans from our branches are processed, closed and QC accurately. Additionally for our SBA loans, the specialist would provide consistent communication with SBA, fulfilment of SBA requests, and coordinating with teammates to meet these needs. Responsibilities include tasks within multiple workflows and systems, including the maintenance of operational controls that satisfy all Company Policy, procedures, and regulations.

Uphold WaFd Bank values, including simply being kind when servicing our co-workers and clients.

• Small Business Express Processing and Support:
  Process, document, close and provide quality control assistance on our Small Business Express products that are generated by our Business Banking branches
• Effective Communication:
  Facilitate consistent and clear communication between our branches and internal teams to ensure seamless operations
• Documentation Support:
  Complete Laser Pro loan documents in support of our Small Business Express products

• SBA Origination and Servicing:
  Accurately execute maintenance of loan files, including documentation and record-keeping in accordance with regulations and organizational standards
• Effective Communication:
  Facilitate consistent and clear communication between SBA and internal teams to ensure seamless operations
• Documentation Support:
  Complete Laser Pro loan documents; track, manage, and resolve SBA documentation requests in support of SBA loans

• Resource Expertise:
  Serve as a key resource for teammates and other departments, providing guidance and information on small business and SBA lending
• Timely Processing:
  Oversee the efficient and accurate processing of small business and SBA requisitions and related tasks
• Problem Resolution:
  Handle complex quality control issues and situations, providing solutions that align with policy and regulatory requirements
• Regulatory Compliance:
  Follow established processes and standards to comply with relevant regulations and company policies
• Process Updates:
  Promptly review changes in policies, procedures, and regulations to ensure processes are completed accurately
• On-going
  
  Education:
  
  Stay current with industry trends, SBA regulations, and bond lending best practices through continuous education, training, and professional development opportunities

• Adherence to Regulations:
  Follow bank policies and procedures designed to comply with Federal regulations, including the Bank Secrecy Act, USA Patriot Act and OFAC regulations; prepare Currency Transaction Reports, Suspicious Activity Reports, and other recordkeeping requirements
• Compliance Training:
  Complete and pass all assigned eLearning courses and certifications as required
• Ethics and Confidentiality:
  Avoid conflicts of interest and maintain client privacy and confidentiality
• Additional Responsibilities:
  Perform other responsibilities as assigned

Education/Skills/Training:

• High school diploma, on-the-job training, and ongoing education

Experience:

• 1-3+ years of experience in:
• Commercial or consumer loan processing, closing or underwriting
• Banking or Financial services
• Experience with loan documentation systems and workflow tools is valuable

Skills:

• Detail-oriented with strong organizational and time management skills
• Ability to multi-task and manage multiple loans and processes at once
• Knowledge of bank policies, regulations, and compliance requirements
• Proficiency with Loan Origination Systems (LOS) and office software (Word, Excel, Outlook)
• Excellent communication skills for coordinating between SBA, internal teams, and clients
• Understanding of loan documentation, funding, closing, and quality control

• Paid time off for vacation, sick days and holidays
• Health insurance
• Stock options
• Bonus programs
• 401(k) with employer contributions
• Paid Parental Leave
• Life and AD&D insurance
• Long-term disability
• Tuition Reimbursement
• Employee assistance programs
• Pre-tax health and dependent-care spending plans

We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with applicable laws. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required.

If you need a reasonable accommodation pursuant to the ADA, contact us at .

Posted Date: 2/3/2026