The Bank of Tampa · 23 hours ago
SBA Operations Coordinator
Bayshore, Tampa, FL, US
Full-time
Onsite
Mid Level
3+ years expThe Bank of Tampa is seeking an SBA Operations Coordinator to support the SBA Director and Commercial Relationship Managers in the approval, processing, closing, post-closing, and servicing of SBA loans. The role involves ensuring compliance with regulatory standards and facilitating all closing activities.
BankingFinancial ServicesVenture Capital
Responsibilities
Consistently delivers outstanding client service with a friendly, can-do attitude, and willingness to help at all times
Acts as a cultural ambassador to internal and external clients, providing a professional, exceptional, and supportive experience with each interaction
Works with department manager, closing attorneys, commercial relationship managers, credit department, and borrower to collect, review, and approve closing checklist items including organizational documents, insurance, licenses, etc
Prepares a closing checklist for the Borrower and work closely with the Borrower to assist in the collection of closing items
Thoroughly reviews and makes recommendations to attorney prepared documents prior to closing to ensure documentation concurs and is in compliance with Bank’s loan approval and SBA Authorization. Engages closing attorney and works with attorney to ensure proper searches are performed and necessary loan documents, affidavits, and title insurance are prepared to protect Bank’s interest
Reads and comprehends the LPS / Credit Memo. Review LPS / Credit Memo for consistency with the current SBA SOP and specific language requirements
Interfaces with SBA on submission and processing of files and responding to screen out letters. Prepares and submits modification requests to SBA
Works with all areas of bank to ensure loans are processed and closed in accordance with bank policies
Qualification
Required
3 years of banking experience in loan processing, closing, and/or lending
Computer and typing skills with knowledge of Microsoft Office suite products
4- Year Undergraduate Degree (e.g., BS or BA) preferably with a business or finance focus or equivalent combination of education and experience
Preferred
3 years of experience with SBA lending or equivalent lending experience preferred
Comprehensive understanding of SBA SOPs
Self-motivated with action and results delivery orientation; demonstrated initiative and accountability by willingness to assume additional duties other than assigned
Consults, facilitates and builds relationships in order to foster partnership, collaboration & teamwork across all levels of the organization
Works independently and with others to identify issues and develop solutions
Demonstrates strong interpersonal and written/ verbal communication (listening, confidence, professionalism, persuasion) with individuals across all levels of the organization
Benefits
Eligibility for health, dental, vision, life and disability insurance coverages
Retirement Plan - 401k with matching
ESOP- Employee Stock Ownership Plan
Time away from work – vacation time, sick time and holidays
Paid parental leave
Tuition Assistance
Professional development opportunities
Company
The Bank of Tampa
The Bank of Tampa operates as a privately held community bank offering financial services.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$25.53M2017-05-31Series Unknown· $25.53M
Leadership Team
Corey Neil
President and Chief Executive Officer
Richard Junkermann
Executive Vice President
Recent News
Tampa Bay Business Journal
2025-03-12
2024-05-23
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