SBA Lending Support Manager - Huntington Beach, CA

California Bank & Trust • Huntington Beach, CA

3d

About The Position

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards. California Bank and Trust is looking for an SBA Lending Support Manager to work in Huntington Beach, CA . Essential Functions Responsible for providing advanced support to the SBA Business Development team and affiliate by coordinating, documenting, and facilitating the successful closing of complex SBA loans. Ensure compliance with Bank, SBA, and regulatory guidelines. Resolves closing-related issues and escalations; and communicates with customers, internal partners, and external agencies to ensure clarity and timely completion. Prepares final closing packages, supports process improvements, and may advise or train less experienced staff. Assists bankers with new and existing credit requests, portfolio-level reporting, and other special projects as needed. Helps identify issues early and support strong customer relationships and overall portfolio quality. Other duties as assigned

Requirements

• Requires a college degree and 2+ years' experience in loan operations, credit analysis and SBA loan closing, or other directly related experience.
• A combination of education and experience may meet requirements.
• Requires considerable working knowledge of SBA lending operations, processing, documentation, credit analysis, loan processes and procedures including 504 loans, laws and regulations.
• Requires working knowledge of related fields including banking, lending, and credit administration.
• Strong analysis and problem resolution skills.

Nice To Haves

• Management or supervisory experience preferred.

Responsibilities

• Responsible for providing advanced support to the SBA Business Development team and affiliate by coordinating, documenting, and facilitating the successful closing of complex SBA loans.
• Ensure compliance with Bank, SBA, and regulatory guidelines.
• Resolves closing-related issues and escalations; and communicates with customers, internal partners, and external agencies to ensure clarity and timely completion.
• Prepares final closing packages, supports process improvements, and may advise or train less experienced staff.
• Assists bankers with new and existing credit requests, portfolio-level reporting, and other special projects as needed.
• Helps identify issues early and support strong customer relationships and overall portfolio quality.
• Other duties as assigned

Benefits

• Medical & Dental Insurance & Vacation & Profit Sharing - START DAY ONE!
• 401(k) plan, competitive compensation in line with work experience.
• Most roles eligible for sales bonuses + monthly incentives and/or annual discretionary bonus, some roles include mileage + travel time pay, and/or parking waivers (must meet eligibility requirements
• Paid Training
• Paid Vacation
• Paid Holidays, and promotional opportunities offered from within
• Tuition Reimbursement for qualifying employees
• Stable Employer, we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager