Sba 7a Loan Compliance Auditor

Summary

Join Williams Adley as an SBA Loan Auditor and contribute to our team's success in providing expert accounting and consulting services to government agencies. This role involves conducting thorough loan file reviews, utilizing proprietary software, and preparing reports for the SBA. You will work remotely as part of a national team, analyzing financial information and identifying credit risks. The position requires extensive experience in SBA 7(a) loan programs and commercial loan activities. Williams Adley offers a competitive salary, comprehensive benefits, and opportunities for professional development. We value integrity, teamwork, and excellence, creating an environment where you can thrive.

Requirements

• Minimum of 4+ years' recent experience with the following SBA 7(a) loan programs: 7(a) Standard, 7(a) Small, Express
• 5+ years of recent experience in commercial loan activities in accordance with standard due diligence processes at regulatory agencies, financial institutions, or similar organizations
• Working knowledge of SBA’s 7(a) Loan Program Requirements including, but not limited to: Loan application process and required documentation
• SOP eligibility requirements per SOP 50 10 6, SOP 50 10 7, and 50 10 7.1
• Underwriting of 7(a) Standard, 7(a) Small and Express loan requests
• Loan closing process and documentation
• Ability to work independently, analyze financial information, calculate key indicators and identify credit risks
• Proficient in Microsoft Word, Excel, SharePoint, Outlook and Teams applications
• Organized individual with excellent attention to detail
• Strong written communication and interpretation skills
• Ability to work effectively with a fully remote review team, located throughout the U.S
• Bachelor’s degree a plus, however, 10+ years’ SBA 7(a) loan experience may be considered in lieu of degree
• US Citizenship is required
• Must be able to obtain and maintain a Security Clearance

Responsibilities

• Complete loan file reviews in accordance with standard due diligence processes to determine compliance with SBA 7(a) requirements
• Utilize proprietary software program to draft findings from loan file reviews
• Prepare internal reports for use by the SBA in completing their Risk Based Review reports
• Additional administrative tasks as directed by Senior Financial Analyst

Preferred Qualifications

2+ years of experience with collections or special asset management of SBA 7(a) is preferred

Benefits

• Comprehensive medical, dental, and vision plans
• Firm-paid Basic Life/AD& insurance
• Option to enroll in Voluntary Legal, Accident, and Supplemental Life/AD&D insurance for themselves and their dependents
• Competitive 401k matching
• Generous paid leave
• Professional development
• Tuition assistance
• Certificate assistance
• Access to licensed counselors through our Employee/Life Assistance Program
• Financial counseling with licensed advisors
• Paid holidays
• Generous Paid Time Off (PTO)
• Flexible schedules
• Remote and hybrid locations
• Professional and leadership development opportunities including in-house training, paid training and certificate assistance programs, tuition reimbursement, mentoring, professional membership/subscription dues, and professional development opportunities