SBA Credit Intern jobs in United States
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Univest · 11 hours ago

SBA Credit Intern

Univest is a company specializing in commercial lending, and they are seeking an SBA Credit Intern to support their SBA Portfolio Managers, Underwriters, and Operations Team. The intern will assist with borrower financial information requests, annual reviews, documentation compliance, and new loan applications, gaining real-world experience in credit analysis and SBA lending procedures.

BankingFinanceFinancial Services

Responsibilities

Assist SBA Portfolio Manager with the request for borrower’s financial information
Assist SBA Portfolio Manager with the completion of annual reviews
Assist SBA Portfolio Manager with insurance and documentation exception compliance
Assist the SBA Underwriters with spreading financial statements and organizing information for new loan applications
Assist the SBA Operations Team with new loan applications, as needed
Ensure compliance with Univest Bank Credit Policy and US Small Business Administration Standard Operating Procedures
Perform other duties as assigned

Qualification

Financial analysisSBA lending proceduresMicrosoft ExcelMicrosoft WordAnalytical skillsInterpersonal skillsCommunication skillsOrganizational skills

Required

Pursuing a Bachelor degree in finance or accounting
Strong interpersonal, written and oral communication skills
Strong organizational and analytical skills with the ability to work within compressed deadlines
Proficient in Microsoft Excel and Word

Company

Univest

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Univest is a regional bank that provides financial solutions for individuals, businesses, municipalities and nonprofit organizations.

Funding

Current Stage
Public Company
Total Funding
$100M
2025-11-06Post Ipo Debt· $50M
2022-11-07Post Ipo Debt· $50M
2000-01-14IPO

Leadership Team

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Eric W. Conner
Chief Information Officer (EVP), Chief Technology Officer (EVP), e-Commerce Director (VP / SVP)
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Brian Richardson
Chief Financial Officer
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Company data provided by crunchbase