Loan Documentation Specialist
2 days ago
Position: Loan Documentation Specialist
Location: Fort Lauderdale, FL (In-Office)
Salary Range: $50,000 – $70,000, plus commission
About LoanBud
LoanBud is a rapidly expanding fintech focused on supporting small businesses through innovative financing solutions. Our mission is to empower small-business owners by providing streamlined access to capital through SBA and other small-business loans. We foster a culture of growth, teamwork, and dedication to the entrepreneurial spirit.
Position Overview
We're hiring a Loan Documentation Specialist (LDS) to drive clean, compliant, on-time closings for SBA and related small-business loans. You'll collaborate with Business Lending Officers, borrowers, brokers, title/escrow, and lender counterparts to assemble, review, and perfect all documentation required for funding—maintaining momentum, clarity, and adherence to SBA SOP and lender policy.
Key Responsibilities
- Documentation & Closing Execution: Review loan files; build closing/funding checklists; track and clear approval conditions. Prepare lender submissions in accordance with guidelines and SBA SOP; ensure documents align with credit approvals.
- Financial & Eligibility Review: Validate initial eligibility; calculate business and/or global DSCR and flag issues early with proposed mitigants.
- Collateral & Insurance: Determine insurance requirements (hazard/flood/liability; life insurance assignments as needed) and obtain evidence of coverage.
- Entity & Legal Documentation: Review articles, bylaws/operating agreements, partnership/LLC docs; confirm authorized signers, resolutions, BOI/KYC items.
- Communication & Coordination: Provide concise status updates to borrowers, referral partners, and internal teams; schedule closings; escalate blockers with clear next steps.
- Reporting & Quality: Maintain accurate pipeline reports; meet monthly goals for on-time closings and active loans in pipeline; minimize post-closing exceptions.
- Other duties as assigned.
Requirements
- Associate's degree or higher preferred (or equivalent experience).
- 2–4+ years in loan processing/closing, documentation, or credit support; SBA experience strongly preferred.
- Working knowledge of SBA 7(a)/504 processes, closing mechanics, and SOP fundamentals (or strong aptitude to learn quickly).
- Proficiency with MS Office (Word, Excel, Outlook); comfort with cloud doc management and e-signature workflows.
- Detail-oriented, deadline-driven, organized communicator with strong problem-solving skills.
Compensation & Benefits
- Compensation: Base salary $65,000 – $90,000, plus performance bonus.
- Health: Comprehensive medical, dental, and vision insurance.
- Time Off: Generous paid time off to support work–life balance.
- Retirement: Competitive 401(k) plan with substantial company matching.
Equal Opportunity
LoanBud is dedicated to creating a diverse and inclusive work environment. We are an equal-opportunity employer and welcome applications from all qualified candidates.
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Fort Lauderdale, FL, United States Different Technologies Pty Ltd. Full timeA finance technology firm in Fort Lauderdale is seeking a Loan Documentation Specialist to ensure timely and compliant closings for small-business loans. You will work closely with various stakeholders to review documentation and maintain quality throughout the closing process. Ideal candidates will have a background in loan processing with knowledge of SBA...
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