ConnectOne Bank→
SBA Post-Closing Documentation Reviewer
Entry LevelHybrid
Location
Bardonia, NY
Salary
Not listed
Experience
Not specified
Posted
1 month ago
Skills
sba loan documentationsba 7(a) loan documentationsba 504 loan documentationsba express loan documentationcollateral perfectiontitle policiesucc filingsinsurance requirementsaudit preparationcompliancedependability
Job Description
Summary: ConnectOne Bank is a high-performing commercial bank focused on putting people first and empowering their employees. They are seeking a detail-oriented Post-Closing Documentation Reviewer to review executed SBA loan packages, ensure compliance, and manage outstanding post-closing items.
Responsibilities:
- Support the Bank’s “People First” focus and rules of engagement—maintaining a professional demeanor, working as an active member of the CNOB team, providing clients excellent service, always striving to make CNOB “A Better Place to Be”
- Review post-closing SBA loan documentation for accuracy, completeness, and compliance
- Verify collateral documents, insurance requirements, and executed loan terms
- Track and follow up on all outstanding post-closing items until fully resolved
- Maintain organized, audit-ready digital loan files that meet SBA and bank standards
- Communicate with borrowers, attorneys, title companies, and internal teams to obtain missing or corrected documents
- Prepare files for internal audits, SBA reviews, and quality control checks
- Support departmental projects and assist with additional duties as needed
Required Qualifications:
- Strong “People First” interest and ability
- Strong attention to detail and ability to spot inconsistencies in documentation
- Understanding of collateral perfection, title policies, UCC filings, and insurance requirements
- Excellent organizational skills with the ability to manage multiple files and deadlines
- Clear, professional communication skills when working with internal and external partners
- Ability to follow up consistently and resolve outstanding documentation issues
- Dependable, proactive, and committed to accuracy and compliance
Preferred Qualifications:
- Familiarity with SBA 7(a), 504, or SBA Express loan documentation
- 1-3 years of SBA experience
Required Skills: SBA Loan Documentation, SBA 7(a) Loan Documentation, SBA 504 Loan Documentation, SBA Express Loan Documentation, Collateral Perfection, Title Policies, UCC Filings, Insurance Requirements, Audit Preparation, Compliance, Dependability
Benefits: World class health, vision, and dental benefits on day one, 401k with employer match, Hybrid work from home (depending on role), Employee appreciation events (team building, softball games, food truck days, etc..), Employee assistance programs (EAP), Wellness programs (flu shot, preventive care, health programs and services discounts, etc..), Tuition reimbursement, Employee Discount perks, CNOB Community Service Events
Benefits
World class health, vision, and dental benefits on day one
401k with employer match
Hybrid work from home (depending on role)
Employee appreciation events (team building, softball games, food truck days, etc..)
Employee assistance programs (EAP)
Wellness programs (flu shot, preventive care, health programs and services discounts, etc..)
Tuition reimbursement
Employee Discount perks
CNOB Community Service Events