Manager SBA Processing

It Starts With Our Employees

FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work.

What You’ll Do

The Manager, SBA Processing is responsible for overseeing all aspects of SBA loan processing operations, ensuring timely and compliant loan fundings while delivering superior customer service. This role provides leadership, training, and performance management for SBA Processing staff and ensures adherence to SBA guidelines, regulatory requirements, and internal credit union policies.

This opportunity is open to flexible work options including a remote set up.

Core Contributions

• Leadership & Team Management
  • Supervise and support all SBA Processing department activities, including oversight of SBA Loan Processors and support staff.
  • Train, mentor, and develop new and existing SBA Processing staff to build a highly skilled, cross-trained team.
  • Conduct performance evaluations, manage disciplinary actions, and participate in recruiting and interviewing candidates.
  • Delegate assignments effectively, develop work schedules, and ensure optimal resource utilization.
  • Lead regular team meetings, including weekly pipeline reviews, to monitor loan progress and projected closing timelines.
  • Serve as a role model by reinforcing a culture of superior customer service and accountability.
• Loan Processing & Quality Control
  • Perform comprehensive reviews throughout the SBA loan lifecycle, including:
    • Initial needs letters prepared by SBA Loan Processors
    • E-Tran submission Applications
    • Disbursement fee sheets, settlement statements, and wire requests
    • First and second pre-funding file reviews
  • Ensure timely processing and funding of SBA loans in alignment with target closing dates.
  • Monitor balancing, accuracy, and completeness of loan documentation.
  • Ensure compliance with SBA SOPs, federal and state regulations, and internal policies.
• Compliance & Risk Management
  • Ensure adherence to all regulatory requirements, including SBA guidelines, Bank Secrecy Act (BSA), and Anti-Money Laundering (AML) regulations.
  • Maintain strong internal controls to safeguard customer loans, collateral, credit union assets, and confidential information.
  • Monitor staff adherence to compliance standards and operational procedures.
• Operations & Vendor Oversight
  • Review and process third-party vendor invoices on a monthly basis.
  • Maintain and update departmental documentation, templates, checklists, and procedures.
  • Ensure all files and records are complete, current, and properly organized.
  • Assist in the development and implementation of SBA-related policies and procedures.
• Collaboration & Communication
  • Partner with Loan Officers and internal departments to coordinate workflow and resolve documentation or processing issues.
  • Communicate effectively with staff, management, borrowers, and external stakeholders to resolve complex issues.
  • Serve on internal committees and contribute to cross-functional initiatives.
  • Provide guidance on systems usage and troubleshoot minor software issues, including SBA CAFS/E-Tran systems.
• Reporting & Special Projects
  • Prepare reports and gather data for senior management, audit, and compliance purposes.
  • Update and maintain SBA loan data in systems such as Salesforce.
  • Lead or participate in special projects as assigned by senior leadership.
• Customer Service & Support
  • Resolve complex customer transactions, inquiries, and issues.
  • Ensure all team interactions meet high standards of professionalism and service excellence.
  • Provide phone support and direct inquiries to appropriate personnel as needed.

Assets You Will Bring

• Associate’s degree in finance, business administration, or related field required or equivalent work experience.
• 7+ years of experience with SBA or related area.
• 3+ years of supervisory experience
• Advanced knowledge of SBA processing documentation/operations and leadership, products and services; related state and federal laws and regulations, and other Credit union operational policies and procedures.
• Excellent organizational and time management skills – ability to work with minimal supervision.
• Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs.
• Exceptional verbal, written and interpersonal communication skills with the ability to carry out instructions.
• Ability to work in a fast-paced environment while maintaining a high level of accuracy.

The estimated salary for this role is $106,391.00 to $127,669.00 annually. (FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus.)

#LI-Remote

What Sets Us Apart?

In addition to our comprehensive benefits, we invest in employee connection and well-being through:

• Competitive 401(k)
• Tuition and fitness reimbursement programs
• Flexible work options
• Volunteer opportunities
• Executive “Water Cooler Chats”
• Clubs, sports, and social events
• Food truck days

….and more!

Who is FourLeaf?

FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child’s first savings account, FourLeaf is here to help you reach your financial goals.

We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America’s Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune’s Best Workplaces in Financial Services & Insurance 2024. 

As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.