Sba Compliance Senior Analyst

Summary

Join Williams Adley as a Credit Risk Senior Consultant and contribute to our team supporting the Small Business Administration (SBA)'s 7(a) Guaranteed Loan Program. You will perform SBA loan file reviews, work closely with the SBA, provide consulting services to lenders, and manage client projects. This role requires a deep understanding of SBA lending and credit processes, along with strong communication and project management skills. Supervisory experience and a Bachelor's degree are preferred. Williams Adley offers a comprehensive benefits package including health insurance, retirement benefits, paid time off, remote work options, and professional development opportunities. A security clearance is required for this position.

Requirements

• 10 years’ experience working in financial institutions or regulatory supervisory institutions with an emphasis on SBA
• Deep understanding of SBA lending or SBA underwriting, specifically the SBA 7a program and working knowledge of 7a SOPs
• Understanding credit processes, such as loan origination and underwriting; credit policies; portfolio management; loan review and remediation
• Thorough knowledge of federal and state banking laws related to credit risk
• Prior experience should include progressive responsibilities, including supervising and reviewing the work of others, and project management, including self-management of simultaneous work-streams and responsibilities
• Strong written and verbal communication and comprehension both formally and informally to our client and our team, in a variety of formats and settings, including in interviews, meetings, calls, e-mails, reports, process narratives, presentations, etc
• A self-starter who can prioritize multiple tasks, be resourceful, and able to research and find solutions
• Bachelor’s degree preferred
• US Citizenship is required
• Must be able to obtain and maintain a Security Clearance

Responsibilities

• Perform SBA 7a loan file reviews and write reports
• Work closely with the SBA on the various types of loan reviews of SBA Lenders
• Provide loan review services and consulting with lenders on credit-related matters
• Make and sustain meaningful client relationships
• Supervise, train and review the work of other consultants
• Manage key aspects of client service projects from planning to completion
• Become a trusted advisor to client management by providing appropriate recommendations and solutions
• Support proposal and business development activities by identifying new target clients, building business relationships with key executives, developing proposals
• Direct and deliver value to client through project management, creation of deliverables, and knowledge transfer
• Write and present to client clear and concise reports and presentations containing meaningful recommendations

Preferred Qualifications

Bachelor’s degree

Benefits

• Comprehensive medical, dental, and vision plans
• Firm-paid Basic Life/AD&D and disability 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