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Lendio · 14 hours ago

SBA Coordinator

Lehi UT HQ

Full-time

Onsite

New Grad, Entry Level

Lendio is the nation’s leading small business financial solutions provider, committed to helping small businesses survive and thrive. The SBA Coordinator role involves managing borrower relationships throughout the SBA 7(a) loan process, ensuring a high-quality borrower experience while coordinating with internal teams to facilitate efficient loan processing and underwriting.

FinanceFinancial ServicesFinTechLending

Responsibilities

Act as the primary borrower point of contact through funding, owning the borrower relationship and driving momentum across the SBA 7(a) process

Use consultative selling techniques to educate borrowers on SBA 7(a) structures, benefits, and requirements, positioning SBA financing as the optimal solution for business acquisition, expansion, refinance, or working capital needs

Proactively manage borrower expectations around timelines, documentation, and underwriting to reduce fallout and increase close rates, particularly on large-balance transactions

Drive timely completion of document packages and initial document submissions (typically within one week) through proactive follow-ups and clear borrower guidance

Perform a high-level review of financials and supporting documents to understand the business, transaction dynamics, and potential credit challenges

Maintain continuous forward pressure on assigned deals, ensuring borrowers respond quickly to document requests and lender feedback

Partner closely with Funding Desk Processors, Funding Assistants, and Credit Specialists to communicate borrower updates, resolve documentation gaps, and keep deals moving toward approval and funding

Translate lender and Funding Desk/Credit Specialist requests into clear, borrower-friendly action items to minimize friction and rework

Act on feedback from internal teams to correct deficiencies and position files for clean underwriting and closing

Maintain accurate, up-to-date CRM records documenting borrower interactions, deal status, and next steps to support pipeline visibility and forecasting

Manage a portfolio of active opportunities, prioritizing efforts to maximize funded volume and minimize stalled or inactive files

Qualification

SBA loan processingCredit report interpretationFinancial statement analysisSBA eligibility knowledgeDocument management softwareConsultative sellingRisk assessment knowledgeAttention to detailOrganizational skills