Loan Operations Specialist, VSBA Closing Department - Irving, TX, Pasadena, CA, Costa Mesa, CA

Loan Operations Specialist, VSBA Closing Department - Irving, TX, Pasadena, CA, Costa Mesa, CA Location: Irving, TX | Pasadena, CA | Costa Mesa, CA Job Description VelocitySBA provides small business owners with access to growth capital through the SBA loan program. We assist with financing for real estate, equipment, refinance, acquisitions, and startups. What You’ll Do: The Loan Operations Specialist is a customer‑facing role responsible for collecting, preparing, and delivering complete, accurate, and compliant loan files to the closing officer by the time of loan approval. This role ensures that all required documentation, verifications, and regulatory requirements are satisfied to support a smooth and timely closing process. The Loan Specialist collaborates with borrowers, brokers, external partners, and internal teams to maintain high standards of quality and operational efficiency. This role requires strong verbal communication skills and comfort engaging directly with customers to clearly explain requirements and processes. In addition, the Loan Specialist must take a proactive and persistent approach to following up with customers to obtain required information and documentation in a timely manner. Depending on business needs, the Loan Specialist may also be responsible for mentoring and providing day‑to‑day guidance to junior Loan Specialists, and may assist with or assume supervisory responsibilities, including workflow support, quality review, and knowledge sharing. Coordinate with Borrowers and Stakeholders: Serve as a customer‑facing representative for the Company and communicate directly with borrowers, lenders, franchisors, contractors, insurance agents, closing agents, and internal department stakeholders to obtain necessary documents, clarify questions, and resolve issues. Review and Verify Loan Documentation: Thoroughly examine all loan application documents, entity documents, appraisals, escrow & title documents, and other supporting materials to ensure accuracy, completeness, and compliance with internal policies, SBA SOP 50 10 and other regulatory requirements. Prepare Complete Loan Files: Organize and assemble all required documentation into a cohesive loan package ready for the closing officer. Maintain Accurate Loan Records: Track the status of each loan file using internal systems, documenting communications, updates, and any pending items. Identify and Resolve Potential Issues: Proactively review loan files for discrepancies, missing information, or compliance risks. Support Process Improvement: Provide feedback on workflows, suggest improvements to documentation standards or procedures, and participate in training initiatives to enhance team efficiency and consistency. Required Qualifications: Strong verbal and written communication skills Bachelor’s Degree Minimum of 1‑3 years’ experience in SBA 7(a) lending Strong attention to detail and organizational skills, with the ability to manage multiple priorities Knowledge of regulatory and compliance requirements for loan documentation Proficiency with loan origination systems and standard office software Ability to work independently and collaboratively in a fast‑paced environment Compensation: Base Salary: $75,000–$95,000 per year (based on experience and qualifications) Full‑time position Physical Requirements: Must be able to pass post‑offer drug test and background check Benefits: Fantastic Culture 401(k) + match Health, Dental & Vision Insurance + HSA & FSA Employer paid Life Insurance Paid Vacation Days Company perks such as employee discounts, events and training programs Excellent Training and Career Advancement Opportunities Equal Opportunity Employer Statement: Velocity Vehicle Group prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. #J-18808-Ljbffr Velocity Truck Centres