New

SBA Closing Specialist

Firstrust Bank
United States, Pennsylvania, Conshohocken
15 East Ridge Pike (Show on map)
Apr 13, 2026
FIRSTRUST BANKRecognizes the leader in you As one of the region's foremost community banking institutions, we take pride in fostering leadership. As a Firstrust employee, your growth is our growth. For you, that means great benefits, performance-based pay, a meaningful role, and resources to help your success. For us, that means employees who offer exemplary customer service with a commitment to our values - honesty, integrity and accountability. *Hybrid Position* The SBA Closing Specialist requires in-depth knowledge and experience in the review process for SBA loan files and closing settlements. JOB DUTIES AND RESPONSIBILITIES: Manages the process of closing, auditing and packaging loan files. Oversees and directs the implementation of the loan closing process to ensure all documentation is ready for Bank approval. Reviews and coordinates the due diligence on guarantors for compliance under the SBA's SOP guidelines. Engages communications with borrowers, brokers, title companies, appraisers and insurance companies for required reporting and review. Manages the daily workflow to ensure that loan commitment deadlines are met. Organizes the loan disbursement process, file maintenance, adjustments, reconciliations and other loan system functions. Controls the closing pipeline and participates in loan committee meetings. Independently schedules and directs loan closing proceedings in a timely manner. Draft the SBA Terms & Conditions in accordance of the loan approval and SBA's SOP's. Obtain loan approval through ETRAN under PLP Authority. Maintains superior customer service when obtaining all SBA documentation. Assume other responsibilities or special duties associated with the function of the department as delegated by SBA Supervisor. Oversee and collaborate with team members to ensure accuracy on all loans. PHYSICAL AND SENSORY REQUIREMENTS: Prolonged periods sitting at a desk and working on a computer. POTENITAL ON-THE-JOB-RISKS: None identified. EDUCATION, TRAINING AND EXPERIENCE: 5-10 years of banking and commercial lending experience BS or BA Degree in Business Administration or related field experience Extensive knowledge of and experience with SBA closing requirements Ability to analyze a loan approval and loan file to ensure all necessary documentation is obtained during the closing process Prior experience working within an SBA lending team is strongly encouraged. Demonstrates the ability to coach, lead, and motivate. Strong interpersonal skills and good oral written communication skills. Knowledge of software/systems required to successfully perform job function. Proven history of managing high volume workflows. Firstrust Bank provides equal employment opportunity without regard to race, color, creed, sex (including pregnancy), age, gender, (including gender nonconformity and status as a transgender or transsexual individual), physical or mental disability, religion, national origin, genetics, marital status, veteran's status, ancestry, citizenship, sexual orientation, or other characteristics protected by applicable law. This policy applies to all areas of employment, including, without limitation, recruitment, hiring, training and development, promotion, transfer, termination, compensation, benefits, and all other conditions and privileges of employment in accordance with applicable federal, state and local laws. Firstrust Bank is an Equal Opportunity Employer. If you have a disability and need an accommodation to complete the application process, please email Firstrust Bank Human Resources Department HResources@firstrust.com. Include your full name, best way to reach you, and the accommodation needed to assist with the application process. Firstrust provides reasonable accommodations so that disabled individuals may participate in the application and selection process. Please state your reasonable accommodation request for assistance in your message. Only reasonable accommodation requests related to applying for a specific position within Firstrust will be reviewed at the email address and phone number supplied. Please advise Firstrust of any accommodation you require to express an interest in a specific opening by emailing or calling: reasonableaccomdations@firstrust.com or 215-728-8265.