SBA Analyst jobs in United States
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FirstBank · 18 hours ago

SBA Analyst

FirstBank is establishing a Government-Guaranteed Lending platform focused on SBA and USDA programs. The SBA Analyst will play a critical role in building and scaling this new business line, requiring strong analytical skills and financial modeling expertise to support underwriting and develop innovative processes leveraging technology.

BankingCustomer ServiceFinance

Responsibilities

Analyze borrower financial statements, tax returns, and cash-flow projections
Support underwriting for SBA 7(a) and 504 loan programs
Develop and refine financial models, sensitivity analyses, and performance metrics
Utilize AI and automation tools to streamline underwriting and document review
Assist in designing scalable, tech-enabled workflows to improve efficiency and accuracy
Identify opportunities for process improvement and implement best practices
Support the launch of new systems, vendor relationships, and loan platforms
Contribute to marketing and outreach strategies for SBA lending
Participate in strategic planning for growth, vertical expansion, and partnerships
Collaborate with senior leadership, including the Head of Government-Guaranteed Lending
Engage with external stakeholders such as entrepreneurs, CPAs, attorneys, and investors
Represent the department at conferences and industry events as needed

Qualification

Financial modelingAnalytical skillsAI tools proficiencyExcel-based modelingCredit analysisProject managementCommunication skillsProblem-solvingOrganizational skillsAdaptability

Required

Bachelor's degree in Finance, Economics, Accounting, Business Analytics, or related field
Strong proficiency in financial analysis and Excel-based modeling
Excellent written and verbal communication skills
Ability to manage multiple priorities in a fast-paced environment
2–4 years of experience in finance, consulting, investment banking, corporate strategy, or related field
Demonstrated ability to work independently and contribute to building new processes or business lines
Analytical thinking and problem-solving
Intellectual curiosity and adaptability
Strong organizational and project management skills
Comfort with ambiguity and entrepreneurial environments
Ability to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information
Respectful demeanor toward other associates and managers that promotes a positive and professional work environment
Understand and comply with bank policy, laws, regulations as applicable to your job duties

Preferred

MBA or advanced degree
Familiarity with AI tools and automation platforms for data analysis and workflow optimization
Exposure to credit analysis, underwriting, or lending processes
Experience with SBA or government-guaranteed lending

Company

FirstBank

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FirstBank provides a range of financial services including personal, business, and digital banking products.

Funding

Current Stage
Late Stage
Total Funding
unknown
2025-09-08Acquired

Leadership Team

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Olusegun Alebiosu
Managing Director and CEO
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Adam Sands
Chief Banking Officer
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Company data provided by crunchbase