SBA Production Assistant​/Closer

Job Details:
Level: Experienced,

Location:

Renton Oakesdale Ave SW
- Renton, WA 98057, Position Type:
Full Time
- Hourly, Education Level: High School, Salary Range: $22.92 - $46.18 Hourly, Job Category:
Small Business Administration (SBA).

The SBA Loan Production Assistant reports directly to the VP of SBA Division and requires strong organizational skills, the ability to multi-task and perform well under pressure. They manage the end-to-end lifecycle of SBA loan transactions from application through funding and post-closing, ensuring files are complete, accurate, and compliant with SBA Standard Operating Procedures (SOP), internal credit approvals, and regulatory requirements.

The position serves as a central point of coordination between borrowers, lenders, attorneys, title companies, and internal departments to deliver timely, high-quality, and compliant SBA loan closings.

• Order, track, and evaluate third‑party reports, including preliminary title commitments and title policies, flood determinations, environmental reports, UCC searches, appraisals and business valuations, IRS tax verification, CAIVRS and SAM checks.
• Following up on missing documentation, insurance, appraisal orders, title documents, etc.
• Coordinating with internal SBA team members and external partners—including title companies, escrow offices, insurance agents, and others—to ensure timely completion of all required tasks.
• Reviews and ensures necessary borrowing entity documents are in file (partnership, LLC, trust, corporations, etc.) with correct signing authority.
• Scan and maintain all loan documentation in the imaging system to ensure complete and audit‑ready files.
• Request, review, and ensure required insurance coverage.
• Reviews packages for completion, accuracy, and SBA and Gesa CU compliance.
• Work collaboratively with Credit Analysts and Gesa Credit Union Loan Processors to ensure all loan documentation requests are accurate, complete, and submitted timely in accordance with established guidelines and policies.
• Assist in new account opening for new business members.
• Facilitate loan closing with internal and external partners.
• Perform final review of loan documents to ensure accuracy and compliance with SBA SOPs and all applicable federal guidelines.
• Ensure equity verification vs SBA authorization/terms and conditions.
• Set up wires and funding instructions.
• Notify SBA Relationship Manager of exceptions within the portfolio, and when appropriate, communicate directly with the customer to obtain required financial information.
• Confirm all closing conditions are met per SBA SOP and policy.
• Ensure all credit conditions are met prior to loan disbursement.
• Process, prepare and report withdrawn/declined loan applications.
• Create correspondence.
• Assist in loan write‑up preparation.
• Provide timely, complete, and accurate responses to inquiries, emails, phone calls, and other contact.
• Work on SBA Loan Checklist for completeness and follow up on all pending documents.
• Keep track of all SBA Loan pipelines in process and assist in managing the closing process.
• Understand and perform Bank Secrecy Act (BSA) and other commercial lending compliance functions as applicable to job responsibilities.
• Attend credit union training sessions, conferences, or seminars as approved by supervisor; maintain awareness of policies and regulations related to duties and responsibilities.
• Complete disposition of declined/withdrawn loans.
• Maintain high level of confidentiality relative to member accounts/loans.
• Work as a team member of the Commercial Lending Division to assure the highest and most professional level of service to Credit Union members.
• Collaborate with commercial lending teams to provide high levels of internal service and in‑job completion.
• Process payment of SBA loan fees and maintain accurate records of such.
• Contribute to effective Commercial Lending Division and credit union operations by performing other related duties as assigned.

• Thorough knowledge of credit services and other credit union services.
• Thorough knowledge of lending policies and procedures.
• Proficient computer skills with collaboration and productivity…