SBA Closer Packager, Team Lead

SBA Closer/Packager Team Lead

Job Location:

Pleasant Grove, UT 84062

Position Type:
Full Time

The SBA Closer/Packager Team Lead is responsible for overseeing the end‑to‑end execution of SBA loan closings and packaging activities, ensuring accuracy, compliance, and timeliness across all SBA transactions. This role leads a team of closers/packagers, drives process efficiency, and serves as a subject‑matter expert in SBA loan documentation, closing, funding, and secondary market preparation. In addition to leadership responsibilities, the Team Lead functions as a player‑coach, directly managing and closing a personal pipeline of SBA loans while overseeing team performance.

The Team Lead partners closely with underwriting, credit, sales, servicing, and secondary market teams to ensure a seamless transition from approval through funding and sale.

• Lead, mentor, and develop a team of SBA closers and packagers.
• Manage pipeline flow to ensure all loans are closed and packaged within SLA expectations.
• Assign workloads, monitor productivity, and ensure accurate and timely execution.
• Provide ongoing coaching, training, and performance feedback.
• Serve as escalation point for complex transactions and problem resolution.
• Balance individual production responsibilities with team oversight, modeling best practices and performance standards for the team.

• Independently manage and close a pipeline of SBA loans from approval through funding and sale.
• Prepare, review, and execute complete closing packages in compliance with SBA SOP, credit approval, and bank policy.
• Coordinate closing timelines and required documentation for assigned loans.
• Maintain the same quality, accuracy, and timeliness standards expected of the team.
• Serve as a hands‑on subject matter expert by actively performing closing and packaging functions.

• Oversee preparation and review of complete closing packages for SBA loans.
• Ensure all closing documents comply with SBA SOP, credit approval, and bank policy.
• Validate accuracy of loan structures, terms, collateral, and guaranty requirements.
• Coordinate closing timelines with internal and external stakeholders (borrowers, legal, title, etc.).
• Ensure proper execution of loan documents prior to funding.

• Oversee the preparation of complete SBA loan packages for funding and sale.
• Ensure all required SBA documentation is accurate, complete, and compliant.
• Perform pre‑and post‑close quality control reviews and audits.
• Maintain consistent file integrity, organization, and imaging standards.

• Ensure loans are properly structured, documented, and packaged for secondary market sale.
• Coordinate with secondary market team on timing, delivery, and stipulations.
• Oversee preparation of sale packages and support settlement processes.

• Ensure adherence to SBA SOP, bank policies, and regulatory requirements.
• Validate eligibility, use of proceeds, and documentation standards prior to closing.
• Support internal and external audits, including SBA reviews.
• Maintain expertise in SBA program updates and ensure team compliance.

• Partner with underwriting, credit, sales, servicing, and closing counsel to resolve issues.
• Coordinate third‑party vendors (appraisals, title, environmental, UCCs).
• Facilitate communication between stakeholders to ensure smooth closings.

• Identify and implement workflow improvements to increase efficiency and reduce errors.
• Ensure accurate data entry and reconciliation across loan systems.
• Develop and maintain procedures, checklists, and training guides.
• Leverage personal production experience to continuously refine team processes and standards.

• 5+ years of SBA loan closing, packaging, or underwriting support experience.
• 2+ years in a leadership or senior/mentor role.
• Strong knowledge of SBA SOP and closing requirements.
• Experience with SBA secondary market processes.
• Proven ability to manage pipeline volume and meet…