Manager SBA Post Close

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.

The Manager, SBA Post Close is responsible for leading and managing all post-closing functions for SBA loans, ensuring accuracy, compliance, and timely completion of all post-closing requirements. This role oversees staff, manages documentation and collateral perfection processes, ensures adherence to SBA SOPs and regulatory requirements, and drives operational efficiency. The Manager plays a critical role in risk mitigation, audit readiness, and staff development within the SBA Post Close function.

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

• Leadership & People Management
  • Supervise and support SBA Post Close Specialists and department personnel across all functional areas.
  • Conduct performance evaluations, including annual reviews, coaching, and disciplinary actions as needed.
  • Recruit, train, and mentor new and existing staff to ensure a highly skilled and cross-trained team.
  • Manage daily workflow, delegate assignments, and develop staff schedules to maintain operational efficiency.
  • Provide leadership coverage during staffing shortages or high-volume periods.
• Post-Closing Operations
  • Perform and oversee comprehensive boarding package reviews for all closed and funded SBA loans.
  • Provide final review and approval of loan files to ensure accuracy and completeness.
  • Manage tickler systems to track and ensure timely receipt of post-closing items (e.g., UCC filings, title policies, insurance, licenses).
  • Oversee collection and validation of required post-closing documentation.
  • Ensure all loan files are complete, accurate, and maintained in audit-ready condition.
• Collateral & Documentation Management
  • Oversee processes related to lien filings, title transfers, and collateral perfection for pledged assets (including vehicles).
  • Work closely with SBA Loan Processors to obtain required documentation for lien additions, title transfers, and cost collections.
  • Manage third-party vendor platforms for titling and related services.
  • Maintain strong knowledge of SBA documentation requirements, including final title policies, UCC filings/amendments, and recordable instruments.
• Compliance & Risk Management
  • Ensure compliance with SBA Standard Operating Procedures (SOPs), USDA regulations, and all applicable federal and state laws, including BSA and AML requirements.
  • Monitor adherence to internal credit union policies and procedures.
  • Maintain secure handling of sensitive loan documentation, collateral, and member information.
  • Complete required compliance training and ensure team adherence to regulatory requirements.
• Customer Service & Issue Resolution
  • Promote and model a high standard of customer service across the department.
  • Conduct regular team meetings to review pipeline status, tickler tracking, and operational priorities.
  • Resolve complex issues related to post-closing documentation, collateral, and loan servicing.
  • Serve as escalation point for internal teams, borrowers, and external partners.
• Process Improvement & Department Oversight
  • Ensure proper organization of departmental processes and efficient allocation of resources.
  • Identify and implement process improvements to enhance operational efficiency and accuracy.
  • Develop and maintain departmental procedures, checklists, and documentation templates.
  • Support withdrawn or declined loan processes in coordination with SBA Loan Processors.
• Reporting & Project Management
  
  • Track and manage collection of business licenses and post-closing data to support loan sales and reporting.
  • Prepare reports and provide data analysis for senior management, audit, and regulatory review.
  • Lead or support special projects and departmental initiatives as assigned.
  • Participate in internal committees and cross-functional initiatives
• System & Technology
  • Utilize and support systems used for post-closing tracking and loan data management.
  • Assist staff in resolving system-related inquiries and provide guidance on best practices.
  • Ensure accurate data entry and tracking within all relevant platforms.
• Communication & Collaboration
  • Coordinate with internal departments and external parties to ensure timely completion of post-closing requirements.
  • Communicate effectively with management, staff, borrowers, and third-party vendors.
  • Provide updates on loan file status, outstanding items, and departmental performance.
• General Responsibilities
  • Perform account research, process transactions, and resolve discrepancies within authority.
  • Answer calls and respond to inquiries, directing requests appropriately.
  • Maintain current knowledge of SBA SOPs, industry regulations, and best practices through ongoing education.
  • Adhere to all corporate policies, procedures, and regulatory requirements.
  • Perform additional duties as assigned by the Vice President, SBA Operations.

• 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

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!

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.