SBA Post-Closing Documentation Reviewer
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