SBA Specialist jobs in United States
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Lendio · 3 days ago

SBA Specialist

Lendio is the nation’s leading small business financial solutions provider, with a mission to help small businesses survive and thrive. The SBA Specialist will qualify inbound SBA submissions, guide customers in collecting necessary documentation, and become a subject matter expert in SBA underwriting and closing requirements.

FinanceFinancial ServicesFinTechLending

Responsibilities

Qualify inbound SBA submissions from the sales teams using the provided credit model and knowledge of SBA underwriting requirements
Guide customers in collecting the necessary documentation needed to successfully fund with Lendio’s SBA bank partners
Become the subject matter expert in SBA underwriting and closing requirements, including reading and understanding the individual bank policies

Qualification

SBA underwriting expertiseCustomer guidanceStrategic thinkingDrive urgencyCollaboration

Required

Qualify inbound SBA submissions from the sales teams using the provided credit model and knowledge of SBA underwriting requirements
Guide customers in collecting the necessary documentation needed to successfully fund with Lendio's SBA bank partners
Become the subject matter expert in SBA underwriting and closing requirements, including reading and understanding the individual bank policies
Strategic thinker with a mindset fit for a long deal-cycle
Ability to guide borrowers through the SBA process, which can have intricate requirements and confusing documents
Drive urgency with borrowers and bank partners alike to provide the most seamless SBA experience possible

Benefits

Be part of a high-performing, collaborative team, and have fun at work each day
Competitive pay
A full suite of traditional benefits
Untracked PTO (Paid Time-off)
401(k) with company match
Company-contributed HSA
Onsite gym and standing desks
Wellness program
Discounted cellular plans
Infertility Coverage (Starting in 2026)

Company

Lendio is an online lending marketplace that develops financial applications to offer online loan services.

Funding

Current Stage
Late Stage
Total Funding
$108.5M
Key Investors
Mercato PartnersSignature BankNapier Park Global Capital
2020-02-27Series E· $31M
2020-02-27Debt Financing· $24M
2016-10-25Series D· $19M

Leadership Team

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Brock Blake
CEO, Founder
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Trent Miskin
Chief Product Officer and Co-Founder
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Company data provided by crunchbase