There are many things to consider when deciding on your next employer. Do you want a job where you earn a paycheck? Or do you want a CAREER with a company that values their employees as well as the communities that they are in? At Cadence Bank we are more than just a work place. We are a company that prides itself on values and the people that we employ. Start your search for a career with our company!

SBA Generalist

Summary
The SBA Generalist reports to the SBA Post Closing Manager. The position provides administrative
support for SBA loan origination and closing processes, as well as certain post-closing processes.
While there are administrative and support aspects to the position, there is also significant autonomy to
the position. Primary duties will vary depending on whether the SBA Generalist is expected to focus
primarily on supporting the loan origination function, or they are expected to focus on closing and post-
closing activities.

Skills and Abilities
 SBA Experience preferred
 Proficiency in common software applications
 Strong verbal, organizational, and interpersonal skills
 Ability to compose grammatically correct correspondence
 Ability to prepare professional looking / functional reports
 Professional appearance and demeanor
 Ability to complete detailed work
 Ability to define problems, collect data, establish facts, and draw valid conclusions

Functions
 Review approved credit application packages to ensure proper collateral positions
 Assist with loan servicing actions and ensure compliance with SBA loan program requirements
 Interface with SBA as necessary throughout the life of the loan to ensure that our guaranty
remains in effect
 Work with Loan Operations to ensure accuracy of the SBA 1502 Report
 Ensure proper reporting of loan statuses to SBA’s fiscal transfer agent
 Create SBA loan files in accordance with departmental standards and ensure that files are
properly imaged
 Assist clients with problem resolution by researching billing statements and internal reports
 Review loan packages for accuracy prior to transmittal to loan operations for booking
 Clear collateral and insurance exceptions with customers and closing attorneys
 Ensure that the imaging system remains current by forwarding all new information for scanning
 Coordinate loan application documentation to ensure a smooth and compliant loan process
 Establish, maintain, and ensure accuracy of SBA loan files
 Participate in externally sponsored training sessions to ensure necessary product knowledge is
attained/maintained
 Obtain tax transcripts from the IRS to confirm accuracy of tax returns provided by customers
 Provide customers with checklists and necessary forms
 Review SBA and bank-required forms with customers to ensure their accuracy
 Coordinate interaction among customers, closers, and construction draw managers
 Collect prequalification information for potential loan applications
 Construction draw monitoring
 SBA Loan Sales

Education
 High school diploma or equivalent
 Banking experience is a strong preference
 Stable job history

Disclaimer
The above statements are intended to describe the general nature and level of the work being
performed by people assigned to this position. This is not an exhaustive list of all duties and
responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet
business and organizational needs as necessary. Cadence Bank is an affirmative action/equal
opportunity employer. All qualified applicants will receive consideration for employment without regard
to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or
status as a qualified individual with disability.

#LI-KB1

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.