The Role
The SBA Intern assists with the SBA lending process by supporting client communication, document collection, financial analysis, and loan package preparation, gaining comprehensive exposure to SBA operations.
Summary Generated by Built In
Position Summary: The SBA Intern supports the Small Business Administration (SBA) Lending team by assisting with activities across the full loan life cycle—from initial prospect intake through underwriting, closing, and post‑closing follow‑up. This role provides hands‑on exposure to SBA lending operations, including client communication, document collection, financial analysis support, pipeline management, and cross‑department coordination. The intern will work closely with relationship managers, underwriters, and closers to gain a comprehensive understanding of SBA programs, bank procedures, and the fundamentals of small‑business credit.
Essential Functions
- Assist with all aspects of the SBA lending process from initial prospect intake through closing and post-closing support.
- Help schedule, prepare for, and attend intake calls with prospective and existing clients.
- Take notes on client calls and help track follow-up items, required documents, and next steps.
- Support business development efforts by helping organize pipeline activity, client outreach, and deal tracking.
- Assist in gathering and reviewing financial statements, tax returns, business information, and other borrower documentation.
- Help prepare loan request packages, internal summaries, and supporting materials for credit review.
- Regular, reliable, and predictable attendance.
Marginal Functions
- Work alongside the SBA team to understand deal structuring, eligibility, underwriting, and approval processes.
- Assist with ordering, organizing, and tracking third-party reports and due diligence items.
- Support communication between borrowers, relationship managers, underwriters, closers, and other internal partners.
- Help the closer and customer through the closing process by tracking outstanding items and ensuring documentation is complete.
- Assist with file maintenance, checklist management, and keeping loan files organized and up to date.
- Learn SBA SOP requirements, internal bank procedures, and the full life cycle of an SBA loan.
- Observe and support customer service interactions to understand how to manage client relationships throughout the lending process.
- Gain exposure to every stage of the business so as to develop a full understanding of SBA lending from origination to closing and beyond.
- Perform other duties and special projects as assigned to support the overall SBA team and department goals.
- Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices.
- All other duties as assigned.
Minimum Educational & Experience Requirements
- High school diploma
- Current enrollment in a college or university program preferred, ideally with coursework in finance, business, accounting, economics, or a related field
- Demonstrated interest in banking, credit analysis, small‑business lending, or financial services is a plus
Minimum Skill Requirements
- Strong organizational skills with the ability to manage multiple tasks, track follow‑ups, and maintain accurate documentation
- Excellent written and verbal communication skills, including the ability to take clear notes and interact professionally with clients and internal partners
- Proficiency with Microsoft Office Suite (Excel, Word, Outlook, Teams); comfort learning new systems and loan‑processing platforms
- Basic understanding of financial statements and business documentation, or willingness to learn
- Strong attention to detail and commitment to accuracy in reviewing documents and preparing materials
- Ability to work collaboratively within a team environment and build positive working relationships
- Demonstrated initiative, curiosity, and willingness to learn SBA lending processes, eligibility requirements, and internal procedures
- Ability to maintain confidentiality and handle sensitive financial information responsibly
Physical Demands
In terms of an 8-hour workday, “occasional” equals 1% to 33%, “frequent” equals 34% to 66% and “continuous” equals 67% to 100%. However, some duties are performed monthly, annually or sporadically throughout the year and are essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position, if the accommodation does not impose an undue hardship that would require significant difficulty or expense.
- Continuous stationary position, particularly, but not limited to, at a desktop computer
- Continuous repetitive use of hands/arms; particularly concerning to typing, writing, phone & computer use
- Continuous communication: verbal and written, in-person, phone and electronic
Work Environment
- Office location with remote flexibility potential.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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The Company
What We Do
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