Manager SBL Closing

Overview

May 21, 2026

• Supervise the closing team, leading department meetings, conducting weekly calls, providing training and corporate education for direct reports, performing regular performance reviews, and implementing communications to develop the team.
• Serve as the primary back‑up person and customer contact for direct reports during absences.
• Offer creative, solution‑based input to SBA loan closing questions.
• Conduct pre‑closing file reviews:
  • Review Write‑Up, Change Memo(s) and Commitment Letter.
  • Review file contents and communicate missing information to the loan team at least five business days prior to closing.
  • Assist Closers with obtaining missing file information, answering questions, and troubleshooting closing issues.
• Identify all exceptions for each closing and ensure appropriate approvals are obtained before closing any loan with critical exceptions. Maintain accurate exception reports in the core Tickler System and submit them per normal division reporting protocols.
• Supervise the Post‑Closing Clerk with assigned tasks. Post‑Closing Clerk responsibilities include:
  • Follow‑up for documentation identified as post‑closing by closer, management or auditor.
  • Obtain documentation and clear audit exceptions for previously closed files.
  • Assist with UCC‑3 terminations for refinanced creditors, as applicable.
  • Review boarding data sheet for Loan Operations.
• Manage workflow assignments to the closing team to achieve proper balance and support the team’s ability to meet expectations and desired results.
• Consistently evaluate pre‑ and post‑closing functions and identify opportunities for process improvement, more efficiency, and better customer experience.
• Maintain and develop job aids, processes, and protocols for direct reports.
• Act as liaison between closers and other departments, providing information and closing expertise for closing, sales, credit and servicing department issues.
• Oversee audit clearance and foster a sense of urgency in clearing exceptions.
• Monitor closed loans and track for Closer incentives.
• Onboard new closing employees as needed.
• Ensure compliance with all regulations and compliance requirements pertaining to the job function.
• Carry out other duties as may be assigned or requested.

• Bachelor’s degree in Business, Finance, Accounting or relevant field, or equivalent related experience.
• Minimum of ten (10) years’ SBA industry experience with strong understanding of SBA closing practices and policies.
• Minimum of three (3) years’ experience directly in the area of loan closing.
• Demonstrated management, leadership and coaching skills.
• Strong written and verbal communication skills; demonstrated ability to educate borrowers about SBL’s documentation needs and build positive rapport while following up to obtain files.
• Strong affinity for organization and ability to multitask and synthesize information from numerous sources.

• Base Pay PLUS Bonuses
• Medical, Dental and Vision Insurance
• 401(k)
• Health Savings and Flexible Spending Accounts
• Vacation/Sick Time
• Paid Holidays
• Paid Parental Leave
• Tuition Reimbursement
• Additional Benefits

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

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