What are the responsibilities and job description for the Sr Credit Analyst & SBA Specialist position at Summit Logo?
Ready to Lead the Way in SBA Lending? Join Summit Credit Union as a Sr Credit Analyst & SBA Specialist!
Are you a financial whiz with a passion for helping businesses thrive? Summit Credit Union is searching for a Sr Credit Analyst & SBA Specialist who’s ready to make a real impact in our Business Lending team!
What Makes This Role Stand Out?
- Be the SBA Expert: Analyze and prepare credit presentations for SBA-guaranteed loans, ensuring every detail aligns with SBA Standard Operating Procedures (SOP).
- Mentor & Guide: Support and mentor credit analysts and staff interested in SBA specialties—your expertise will shape the next generation of lending professionals.
- Collaborate & Connect: Work closely with Business Relationship Managers, Portfolio Managers, and members to deliver top-notch service and solutions.
- Drive Results: Identify credit risks early, escalate to leadership, and ensure all SBA-required documents are submitted for approval.
- Expand Your Impact: Support conventional loan requests and provide overflow coverage for the Credit Analyst Pipeline.
What You Bring:
- Bachelor’s degree in Finance, Accounting, or related field.
- 5 years in Business Credit Underwriting/Analysis or Lending (7 years in financial institutions preferred).
- Deep knowledge of SBA, WHEDA, USDA lending, and related services.
- Extensive understanding of lending laws and regulations.
- Strong initiative, accuracy, and organizational skills.
- Excellent interpersonal and communication skills.
- Advanced mathematical skills and proficiency in Microsoft Word, Outlook, and Excel.
Summit’s Benefits & Culture:
- Competitive compensation and comprehensive benefits.
- Generous paid time off
- Excellent health insurance
- 401K with match
- Student loan payback
- Inclusive, diverse, and supportive workplace—“Different makes us better.”
- Opportunities for professional growth, leadership, and mentorship.
- Commitment to Equal Employment Opportunity—your unique background is valued here!
Why Summit?
At Summit, we’re more than a credit union—we’re a community. We believe in “people helping people,” making money management easier, more effective, and even fun! Every team member is empowered to connect, inspire, and act.
Ready to take your career to the next level? Apply today and help us shape the future of SBA lending at Summit Credit Union!
