SBA Post-Closing Documentation Reviewer

ConnectOne Bank is a growth-oriented commercial bank that prioritizes a people-first culture. They are seeking a detail-oriented Post-Closing Documentation Reviewer to join their SBA Operations team, focusing on reviewing executed SBA loan packages to ensure compliance and accuracy while managing follow-ups on outstanding items.

Responsibilities

• 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
• 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….and much, much more!

Company Overview