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SBA Post-Closing Documentation Reviewer

Remote · Portugal Full-time

ConnectOne Bank is a growth organization focused on putting people first and building opportunities. They are seeking a detail-oriented Post-Closing Documentation Reviewer to join their SBA Operations team, responsible for reviewing executed SBA loan packages and ensuring compliance with documentation requirements.

Responsibilities

  • Support the Bank’s “People First” focus and rules of engagement—maintaining a professional demeanor, working as an active member of the CNOB team, providing clients excellent service, always striving to make CNOB “A Better Place to Be”
  • Review post-closing SBA loan documentation for accuracy, completeness, and compliance
  • Verify collateral documents, insurance requirements, and executed loan terms
  • Track and follow up on all outstanding post-closing items until fully resolved
  • Maintain organized, audit-ready digital loan files that meet SBA and bank standards
  • Communicate with borrowers, attorneys, title companies, and internal teams to obtain missing or corrected documents
  • Prepare files for internal audits, SBA reviews, and quality control checks
  • Support departmental projects and assist with additional duties as needed

Skills

  • Strong “People First” interest and ability
  • Strong attention to detail and ability to spot inconsistencies in documentation
  • Understanding of collateral perfection, title policies, UCC filings, and insurance requirements
  • Excellent organizational skills with the ability to manage multiple files and deadlines
  • Clear, professional communication skills when working with internal and external partners
  • Ability to follow up consistently and resolve outstanding documentation issues
  • Dependable, proactive, and committed to accuracy and compliance
  • Familiarity with SBA 7(a), 504, or SBA Express loan documentation (preferred)
  • 1-3 years of SBA experience

Benefits

  • World class health, vision, and dental benefits on day one
  • 401k with employer match
  • Hybrid work from home (depending on role)
  • Employee appreciation events (team building, softball games, food truck days, etc..)
  • Employee assistance programs (EAP)
  • Wellness programs (flu shot, preventive care, health programs and services discounts, etc..)
  • Tuition reimbursement
  • Employee Discount perks
  • CNOB Community Service Events

Company Overview

  • ConnectOne Bank provides creative financial products and customized solutions. It is a sub-organization of ConnectOne Bancorp. It was founded in 2005, and is headquartered in Englewood Cliffs, New Jersey, USA, with a workforce of 201-500 employees. Its website is https://www.connectonebank.com/.
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