SBA Underwriter

The SBA Underwriter is responsible for fulfilling the credit administration function for Truliant’s SBA lending group. This includes underwriting SBA and traditional commercial loan requests, ensuring program eligibility and accuracy, and preparing loan packages for approval.

LOCATION / REMOTE

Fully Remote

SALARY RANGE

Not specified

QUALIFICATIONS

  • Strong working knowledge of SBA Standard Operating Procedures (SOP), processes, and regulations
  • Knowledge of real estate loans (investor and owner-occupied)
  • Understanding of accounting procedures, financial statements, and analytical techniques
  • Excellent communication and presentation skills
  • Proficiency in MS Excel and Word
  • Ability to assess loan values and EDR requirements
  • Detail-oriented with strong time management and organizational skills
  • 3-5 years of SBA 7(a) credit underwriting experience required
  • Bachelor's degree in Business, Finance, or related field required

    • ‍

    RESPONSiBILITIES

  • Underwrite SBA loan requests by analyzing financial history
  • Evaluate loan applications based on SBA SOP guidelines
  • Create financial projections and borrower credit comparisons
  • Prepare loan approval memos and presentations
  • Manage annual credit reviews and update financial tracking reports
  • Assist with developing and revising business loan policies
  • Provide quality assurance review for SBA loan documentation

    • ‍

    company

    Truliant Federal Credit Union

    about the company

    Truliant Federal Credit Union is dedicated to improving the lives of its members through exceptional financial services. Focused on community engagement and professional growth, Truliant fosters an inclusive and supportive work environment.

    APPLY NOW