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SBA Eligibility Officer - Business Banking Specialty Finance - Dallas, TX

Req #: 170118535
Location: Dallas, TX, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 0 US Dollar (USD)

Provide processing and/or procedural support for the Senior SBA Eligibility Officers (EO).  The SBA EO helps to facilitate the eligibility process, performing duties to support the credit applications that come into the SBA group.


Principal Duties and Responsibilities:

  • Provide the initial preparatory resource to ready applications for eligibility review
  • Will work closely with the SBA EO to garner an ongoing seasoning of SBA issues and regulations as the SBA lending business is a specialized type of business requiring additional specialized knowledge
  • Verify incoming packages are complete and in compliance with credit policies and regulations
  • Provide guidance to conventional underwriters on eligibility, packaging, and processes for SBA applications
  • Assist with upfront SBA 7a, SBA Express and SBA 504 processing
  • Along with the SBA EO, is involved in ongoing training to loan center staff on SBA issues and regulations
  • Learn and keep up to date on SBA standard operating procedures
  • Gain an expert knowledge of credit policy, Fair Lending, CRA and other compliance regulations
  • Interact successfully with other departments and other lines of business.  Be responsive to inquiries from all job families and customers
  • Assist with special projects as requested by SBA EOs or Management team


  • Bachelor’s degree or equivalent experience
  • 1-2 years Experience working with SBA programs
  • Customer focused individual with working knowledge of credit products and processes
  • Knowledge of Chase credit policy, procedures and Bank regulations
  • Working knowledge of SBA operating procedures and eligibility guidelines
  • Understanding of commercial credit structures, loan documentation, and related legal issues
  • Working knowledge of SBA products along with industry standards and rules/regulations
  • Strong organizational, analytical, communication and interpersonal skills

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