SBA Closing Specialist- CBG Operations (Remote Opportunity)

November 6, 2026

Other Jobs To Apply

Sba Closing SpecialistAt Regions, the SBA Closing Specialist is responsible for managing the loan processing / closing process, from loan approval through booking and funding for SBA 7 (a), Express, and 504 government guaranteed loans.This includes working directly with and leading the coordination of SBA client borrowers, SBA Specialist, Assistants, internal staff, closing attorney firm, and applicable third parties (i.e.insurance companies) as required.The scope includes the collection, review, and approval of required documents, in addition to performing searches, preparing flood review packages, overseeing collateral perfection, and confirming satisfaction of equity requirements.Will be responsible for resolving any issues that come up during the closing process.Primary ResponsibilitiesReviews approved loan packages received from Underwriting to include credit memos, commitment letters, terms and conditions to ensure critical components have been provided by the lending officer for the documentation processManages the most complex transactions, requiring a high degree of autonomy and the ability to draw upon expertise and knowledge in the SBA documentation processAccurately and quickly determines documentation requirements based on SBA SOP and Regions Credit Policy guidanceCreates and maintains the closing checklistTrains and mentors more junior team membersMonitors Closing Team Portfolio for assignments and peer reviewsCoordinates and leads communications with the borrower, SBA Specialist, Assistants, internal staff, and closing attorneysSets up third party engagements commensurate with credit approval, including but not limited to attorneys, real estate and business appraisers, etc.Identifies, requests, and reviews critical documents related to entity searches, UCC searches, flood determinations, construction financing, and other required supporting documentation and has authority to resolve key issues related to these piecesSubmits applications through the appropriate SBA systems (ETran and SBA One) for guaranty authorizationsPrepares various loan documents for closingPrepares or coordinates the preparation of legal documents in response to issues discovered during the closing process to mitigate risks associated with SBA or Regions Program requirementsConfirms satisfaction of loan approval terms and equity requirements prior to closingEnsures post-closing booking, funding, and title searches are properly administered and documentedIndependently monitors loan packages throughout the process to identify potential risks related to the effective and efficient processing of the loan and to protect the Bank's interestsMaintains currency with SBA SOP requirements, procedures, and changesRequirementsHigh School Diploma or GEDSix (6) years of SBA closing experience and knowledge of SBA loan program requirements or equivalent work experienceAdvanced commercial credit knowledge including loan closing, legal documentation, construction financing, and exceptionsExpertise in reviewing insurance, title work, surveys, collateral, lien filings, appraisals, construction due diligence, and environmental reportsExperience working with commercial sales associates, underwriters, paralenders, insurance firms, and attorneysExpertise in use of computers, Microsoft Office (Excel, Word, Outlook)Experience with commercial loan systemsPreferencesAdvanced knowledge of SBA's SOP requirements and regulations with ability to work on the most complex loan filesSpecialized training in title, real estate, government programs (SBA), and specialized lending programsExperience with nCino and / or related Salesforce platformsExperience with SBA systems (ETran, SBA One, TSOFT)Experience with LaserProBachelor's degree or certification as a paralegalSkills and CompetenciesDemonstrated strong verbal and written communication skills for the purpose of explaining the loan closing process, exceptions and associated legal documentation to internal / external clients and appropriate counselStrong communication and interpersonal skillsStrong organizational skills and the ability to handle multiple tasks under tight time constraintsThis position may be filled at a higher level depending on the candidate's qualifications and relevant experience..

Back to blog

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...