SBA Note Department Manager in Walnut Creek, CA at Johnson Search Group.

Date Posted: 3/2/2021

Job Snapshot

Job Description

JobID: 382289

The SBA Note Department Manager is responsible for overseeing the processing, documentation, closing, and servicing of SBA loans.  This position also encompasses functions of:

  • Loan boarding
  • loan disbursement
  • payoffs
  • maintaining tickler items as needed. 
The Note Officer will also be responsible for acting as backup to the SBA Division Manager in the areas of GL Certification, proper adherence to the bank’s Reg B and review of SBA loan documents which include but not limited to Laser Pro and SBA documents.   The Note Officer will work closely with the SBA Division and Regional Manager to ensure proper adherence to bank policy and SBA SOP. And assist the SBA Regional Manager as needed and perform other duties as assigned.



  • Bachelor's degree required or 8+ years of experience in banking with team lead experience.

Required Knowledge:

  •  Moderate to high level of knowledge of loan servicing, documentation and portfolio management.

Experience Required: 

  • A minimum of 3-5 years experience in SBA lending.

If this sounds like you, click to apply for the role here and then call Tracy Isakson at 509.688.0999 right away. 


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