SBA Post-Closing Documentation Reviewer

Title: SBA Post-Closing Documentation Reviewer

Location: Bardonia, New York, US

Hybrid

Full-time

Department: 0.25

Job Description: 

About us:

ConnectOne Bank proves that putting people first is a better way to do business. At ConnectOne, we’re builders — of businesses, communities, and equity. Most importantly, we’re building opportunities. Our mission is to ensure our employees feel empowered to make important decisions, reach their potential and truly make an impact.

ConnectOne is a growth organization by design; it is part of our DNA and we take pride in seeing our employees grow with us. Founded in 2005 by an entrepreneur, we have grown into a high-performing commercial bank, inspiring a new model for our industry’s future. By embracing technology and all the ways it can help us become a world-class service organization, we support small business owners by fueling their mission. 

People First is the blueprint for our culture. It is at the foundation of everything we do and the decisions we make. At ConnectOne, you have the opportunity to be a part of a dynamic culture and team. Develop your forward-thinking skills, thrive in an entrepreneurial setting, and succeed at “a better place to be”. 

ConnectOne Bank is an Equal Housing and Equal Opportunity Lender, and a member of the Federal Deposit Insurance Corporation.

About this role:

We’re looking for a detail-oriented Post-Closing Documentation Reviewer to join our SBA Operations team. In this role, you’ll review executed SBA loan packages after closing, ensure all required documents are complete and compliant, and manage follow-ups on outstanding post-closing items. You’ll work closely with internal teams, borrowers, and third-party partners to keep files accurate, organized, and audit-ready.

In this role you will: 

• Support the Bank’s “People First” focus and rules of engagement—maintaining a professional demeanor, working as an active member of the CNOB team, providing clients excellent service, always striving to make CNOB “A Better Place to Be”
• Review post-closing SBA loan documentation for accuracy, completeness, and compliance.
• Verify collateral documents, insurance requirements, and executed loan terms.
• Track and follow up on all outstanding post-closing items until fully resolved.
• Maintain organized, audit-ready digital loan files that meet SBA and bank standards.
• Communicate with borrowers, attorneys, title companies, and internal teams to obtain missing or corrected documents.
• Prepare files for internal audits, SBA reviews, and quality control checks.
• Support departmental projects and assist with additional duties as needed.

Must-haves: 

• Strong “People First” interest and ability.
• Strong attention to detail and ability to spot inconsistencies in documentation.
• Familiarity with SBA 7(a), 504, or SBA Express loan documentation (preferred).
• Understanding of collateral perfection, title policies, UCC filings, and insurance requirements.
• Excellent organizational skills with the ability to manage multiple files and deadlines.
• Clear, professional communication skills when working with internal and external partners.
• Ability to follow up consistently and resolve outstanding documentation issues.
• Dependable, proactive, and committed to accuracy and compliance.

Bonus Points For:

• 1-3 years of SBA experience. 

Additional information

Benefits:

• World-class health, vision, and dental benefits on day one
• 401k with employer match
• Hybrid work from home (depending on role)
• Employee appreciation events (team building, softball games, food truck days, etc..)
• Employee assistance programs (EAP)
• Wellness programs (flu shot, preventive care, health programs and services discounts, etc..)
• Tuition reimbursement 
• Employee Discount perks
• CNOB Community Service Events

….and much, much more!

Studies have shown that individuals from underrepresented groups, may only apply to roles if they meet 100% of the qualifications. Roles evolve over time, especially with innovation, and you may be just the person we need. We hope you're open to learning new skills and growing with us. We encourage you to apply to continue making us “a better place to be!”

ConnectOne Bank is an equal opportunity employer and does not discriminate with respect to any term, condition or privilege of employment based on race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, military or veteran status, marital status, or status of an individual in any group or class protected by applicable federal, state, or local law.

ConnectOne Bank also provides reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws. If an accommodation is needed to participate in the job application or interview process, please contact Talent Acquisition.

Compensation details: 31-34 Hourly Wage