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SBA Underwriter

1 month ago
United States
Full-time
Mid Level
Financial Analyst
Operations
Apply Now
Climate First Bank

Climate First Bank

Climate First Bank is the world's first FDIC insured community bank dedicated to the environment and sustainability. They offer climate-friendly personal and business banking solutions, aiming to reimagine finance as a force for good. Partnering with o...

Banks
51-250
Founded 2020
View All Jobs 4

Description

  • Analyze SBA loan applications for small and mid-sized businesses and professional practices under current SBA guidelines.
  • Underwrite loans from $200,000 to $5,000,000 for commercial real estate, equipment, acquisitions, expansions, and debt refinancing.
  • Review financial statements and third-party reports, assess creditworthiness, and perform conventional credit analysis.
  • Structure transactions and provide well-supported lending recommendations.
  • Prepare detailed credit approval requests covering financial performance, business history, collateral, and management.
  • Coordinate communication among credit administration, sales teams, and borrowers.
  • Identify credit weaknesses and policy exceptions, assign accurate risk ratings, and mitigate lending risk.
  • Follow bank policies, SBA requirements, and BSA, AML, CIP, OFAC, and other regulatory requirements.
  • Collaborate with Compliance on suspicious-activity investigations and fraud prevention.
  • Support the bank’s sustainability, social justice, and values-driven mission.

Requirements

  • 3–5 years of direct SBA underwriting experience with strong knowledge of SBA SOPs and products.
  • Experience with financial analysis, report interpretation, and loan structuring.
  • Bachelor’s degree in finance or equivalent education; formal credit training preferred.
  • Knowledge of financial products, banking regulations, applicable laws, and business banking services.
  • Ability to interpret financial reports and legal documents and evaluate diverse industries and markets.
  • Strong analytical, data-driven decision-making, problem-solving, and organizational skills.
  • Clear, professional communication and relationship-building skills with stakeholders at all levels.
  • Ability to work independently and collaboratively in a fast-paced, high-expectation environment.
  • Ability to learn and use technology to improve processes and work quality.
  • U.S.-based remote availability during Eastern Standard Hours, with occasional travel.

Benefits

  • Annual bonus, incentives, and potential equity eligibility in addition to base salary.
  • Employer-paid employee health coverage, with contributions toward dependents.
  • Medical, dental, vision, HSA, and free Teladoc telemedicine access.
  • 401(k) with a 6% employer match and no vesting period, plus employee stock options.
  • Employee banking benefits, including 0% financing for eligible solar loans and electric vehicles and an employee mortgage product.
  • Two to four weeks of vacation based on officer level, additional tenure-based time, and 64 hours of paid sick time for full-time employees.
  • Company-paid life insurance, short- and long-term disability coverage, and voluntary supplemental insurance.
  • Employee Assistance Program offering free counseling, legal, and financial services.

Interested in this position?

Apply directly on the company website

Apply Now

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