The Role
Manage all administrative aspects of the SBA 7(a) loan program, lead the SBA administrative team through packaging, closings, funding, servicing, and audits; ensure SOP and regulatory compliance; coordinate reporting, PPP forgiveness and servicing, write and maintain SBA procedural guidelines, and participate in industry groups and audits.
Summary Generated by Built In
Job Summary & ResponsibilitiesPreferred Qualifications
Responsibilities include but are not limited to:
- Manage all Administrative aspects of the SBA 7a loan program.
- Manage Administrative team including packaging, closing, funding, post-closing review, post-closing servicing actions and intensive servicing actions.
- Oversight of loan closings to ensure compliance with bank policy, banking regulations and SBA SOP.
- Coordinate with loan operations and portfolio management to provide support for 1502 reporting, secondary market sales, and ongoing servicing requests.
- Write and maintain Valley SBA Guidelines and the Valley SBA Procedural Manual.
- Provide input along with management on the annual SBA Business Plan, budget, and Loan Policies.
- Coordinate audits with internal, third party and SBA Audit authorities.
- Voting member of SBA management team regarding deal approvals at summary and final underwriting; focused on eligibility issues and SOP compliance.
- Primary contact for the SBA on PPP. Manage PPP program Administration process for the Bank for the remainder of the program for forgiveness applications, loan reviews and guarantee purchase.
- Responsible for obtaining and training all affected parties on PPP Servicing Guidelines and determining process for handling defaults, delinquencies, bankruptcies, closed businesses, etc.
- One of two people required to approve a PLP submission and its eligibility.
- Maintain involvement and stay abreast of program changes through numerous sources including NAGGL, Coleman, SBA direct training and other resources. Coordinate with all internal departments, as required, to communicate program requirements and changes.
- Stay actively involved in NAGGL and participate in networking events and opportunities within the SBA industry to maintain contact with peers to exchange information on best practices and evaluate ways to increase efficiency through technology.
- Maintain at least one committee level position with NAGGL.
Required Skills:
- Full knowledge of current SOP's for Origination, Servicing and Liquidation for information dissemination to the team.
- Excellent customer sales and service skills.
- Excellent verbal, written and presentation skills required to effectively communicate SOP and SBA guideline changes to all levels within the organization.
- Strong analytical/problem solving skills and financial/business acumen.
- Proficiency with SBA Packaging Software.
- Thorough working knowledge of the commercial lending process, credit analysis, management of loan portfolios and all related laws and regulations.
- Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint).
Required Experience:
- High school diploma or GED equivalent and a minimum of 7 years' SBA lending and bank operations and management experience.
Preferred Experience:
- Bachelor's degree.
- NAGGL Fundamental Diploma or equivalent or NAGGL Advanced Diploma or equivalent.
Skills Required
- Full knowledge of current SOPs for Origination, Servicing and Liquidation
- Excellent customer sales and service skills
- Excellent verbal, written and presentation skills
- Strong analytical/problem solving skills and financial/business acumen
- Proficiency with SBA Packaging Software
- Thorough working knowledge of the commercial lending process, credit analysis, loan portfolio management, and related laws and regulations
- Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
- High school diploma or GED equivalent and a minimum of 7 years' SBA lending and bank operations and management experience
- Bachelor's degree
- NAGGL Fundamental Diploma or equivalent or NAGGL Advanced Diploma or equivalent
Valley Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Valley Bank and has not been reviewed or approved by Valley Bank.
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Healthcare Strength — Health coverage spans medical, dental, and vision with HSA/FSA options alongside life, AD&D, disability, and EAP support. The breadth presents as a comprehensive, modern package for a regional bank.
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Leave & Time Off Breadth — Time off offerings include vacation/PTO, sick leave, and volunteer PTO. Feedback suggests these elements contribute positively to work–life balance even when base pay feels light.
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Retirement Support — Retirement programs include a 401(k) with company match and, for eligible employees, a deferred compensation plan. The presence of these programs strengthens total compensation.
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The Company
What We Do
At Valley, we aren’t just your average financial institution; we're your trusted partner in building a brighter future. With a widespread presence across the U.S., we've been serving communities since 1927. For over 95 years, our team of dedicated professionals has been committed to creating better banking opportunities for our customers and fostering growth and prosperity in the communities we serve. From personalized financial solutions to comprehensive banking services, home mortgages, commercial lending, and wealth management, we're here to help you achieve your financial goals, no matter how big or small. We understand that each individual and business has unique challenges and opportunities, and we're here to listen, understand, and provide tailored solutions to help you succeed. ©2025 Valley National Bank. Member FDIC. Equal Opportunity Employer. Equal Housing Lender. All Rights Reserved.
