What are the responsibilities and job description for the SBA Loan Administration Specialist position at City National Bank of Florida?
About Us
Think BIG. Achieve More.
At City National Bank of Florida, we invest in our people and the communities we serve. Join a team where ambitious careers and meaningful relationships thrive together. We’re entrepreneurs at heart—growing fast, making an impact, and shaping the future of banking in Florida. To learn more about City National Bank of Florida visit About Us!
Overview
This role serves as the primary coordinator for SBA loans after approval through funding, SBA ETRAN submission, post-closing cleanup, and portfolio administration support. The role provides centralized ownership of approved transactions, drives closing execution, coordinates borrowers and third parties, manages closing and SBA submission checklists, facilitates issue resolution, and ensures approved transactions progress efficiently through closing, funding, SBA authorization, and ongoing portfolio administration handoff.
The position supports the SBA sales and operations organization by improving pipeline visibility, reducing delays, enhancing borrower experience, and increasing funded-loan conversion rates while maintaining appropriate separation from credit decisioning and independent control functions.
What You'll Do
Approved-to-Funded Pipeline Management
We offer a competitive benefits package designed to support your success:
Join City National Bank of Florida. The possibilities are endless.
Special Information To Candidates
Equal Opportunity
City National Bank of Florida is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or any status protected by federal, state, or Florida law. We comply with the ADA and applicable Florida laws.
Interview Guidelines
To ensure a fair and consistent interview process, applicants are not permitted to use AI-enabled devices during interviews, including AI glasses or similar wearable technology that can record, transmit, or generate real-time information.
Applicants who require a reasonable accommodation to participate in the interview process should contact talent.attraction@citynational.com in advance of the interview to submit an accommodation request. City National Bank of Florida will engage in the interactive process and provide reasonable accommodations in accordance with applicable law.
Think BIG. Achieve More.
At City National Bank of Florida, we invest in our people and the communities we serve. Join a team where ambitious careers and meaningful relationships thrive together. We’re entrepreneurs at heart—growing fast, making an impact, and shaping the future of banking in Florida. To learn more about City National Bank of Florida visit About Us!
Overview
This role serves as the primary coordinator for SBA loans after approval through funding, SBA ETRAN submission, post-closing cleanup, and portfolio administration support. The role provides centralized ownership of approved transactions, drives closing execution, coordinates borrowers and third parties, manages closing and SBA submission checklists, facilitates issue resolution, and ensures approved transactions progress efficiently through closing, funding, SBA authorization, and ongoing portfolio administration handoff.
The position supports the SBA sales and operations organization by improving pipeline visibility, reducing delays, enhancing borrower experience, and increasing funded-loan conversion rates while maintaining appropriate separation from credit decisioning and independent control functions.
What You'll Do
Approved-to-Funded Pipeline Management
- Assume ownership of approved transactions immediately following approval.
- Maintain the approved-to-funded pipeline.
- Track milestone achievement and aging.
- Provide weekly closing status reports.
- Escalate delays and closing risks.
- Serve as primary coordinator for approved transactions.
- Manage borrower communications during closing.
- Coordinate activities with Windsor, counsel, Loan Operations, vendors, and internal teams.
- Schedule and manage closing timelines.
- Drive issue resolution.
- Review approval conditions.
- Track outstanding requirements.
- Coordinate collection of required documentation.
- Monitor satisfaction of funding requirements.
- Conduct readiness reviews.
- Coordinate title companies.
- Coordinate environmental vendors.
- Coordinate appraisers and insurance providers.
- Coordinate legal counsel.
- Monitor vendor deliverables.
- Escalate missed deadlines.
- Verify closing checklist completion.
- Confirm funding conditions have been satisfied.
- Coordinate disbursement documentation.
- Assist with boarding preparation.
- Support settlement coordination.
- Prepare and submit required SBA ETRAN entries and updates in coordination with SBA management and approved transaction terms.
- Confirm ETRAN data accuracy, including borrower, guarantor, loan structure, proceeds, use of funds, eligibility, and authorization-related fields.
- Coordinate resolution of ETRAN exceptions, validation issues, or pending information requests.
- Maintain documentation supporting SBA authorization, loan number issuance, and related submission activity.
- Track ETRAN submission status as part of approved-to-funded pipeline reporting.
- Manage trailing documents.
- Track post-closing exceptions.
- Coordinate correction of documentation deficiencies.
- Ensure appropriate handoff to servicing teams.
- Support SBA portfolio administration activities after funding, including tracking key ticklers, post-closing items, reporting needs, and loan file completeness.
- Assist with portfolio monitoring reports, exception tracking, and documentation follow-up in coordination with SBA management and servicing partners.
- Maintain accurate records of funded loan status, SBA-related documentation, and administrative follow-up items.
- Coordinate borrower and internal stakeholder follow-up for missing or updated portfolio documentation.
- Assist SBA management with portfolio reporting, audit preparation, and data integrity reviews as needed.
- Provide closing forecasts.
- Support funded volume projections.
- Maintain closing dashboards.
- Communicate anticipated closing dates.
- Assist management with production forecasting.
- 2-5 years of commercial lending, SBA lending, closing, loan operations, processing, underwriting support, or related experience.
- SBA 7(a) experience.
- Commercial loan closing experience.
- Experience working with attorneys and third-party vendors.
- Experience with SBA ETRAN, SBA authorization processes, or government-guaranteed loan submission platforms.
- Knowledge of SBA SOP requirements.
- Experience with nCino, Salesforce, or similar systems.
- Strong understanding of loan documentation.
- Strong project management skills.
- Strong organizational abilities.
- Ability to manage multiple transactions simultaneously.
- Excellent communication skills.
- Bachelor’s degree in Business Administration, or an equivalent combination of education and relevant professional experience, may be considered.
We offer a competitive benefits package designed to support your success:
- Health Coverage: Medical, dental, and vision plans with employer contributions.
- Retirement Savings: 401(k) with matching.
- Paid Time Off & Holidays: Generous PTO and paid holidays.
- Wellness Support: Access to mental health and financial wellness resources.
Join City National Bank of Florida. The possibilities are endless.
Special Information To Candidates
Equal Opportunity
City National Bank of Florida is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or any status protected by federal, state, or Florida law. We comply with the ADA and applicable Florida laws.
Interview Guidelines
To ensure a fair and consistent interview process, applicants are not permitted to use AI-enabled devices during interviews, including AI glasses or similar wearable technology that can record, transmit, or generate real-time information.
Applicants who require a reasonable accommodation to participate in the interview process should contact talent.attraction@citynational.com in advance of the interview to submit an accommodation request. City National Bank of Florida will engage in the interactive process and provide reasonable accommodations in accordance with applicable law.