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SBA Closing Manager

First Horizon Bank

Houston, TX

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JOB DETAILS
SKILLS
Accounting Close, Administrative Management, Banking Operations, Banking Regulations, Banking Services, Brokerage, Business Administration, Business Loans, Capital Markets, Commercial Banking, Commercial Loans, Communication Skills, Customer Experience, Detail Oriented, Documentation, Due Diligence, Establish Priorities, Finance, Financial Services, Fixed Income Investments, Insurance Documentation, Leadership, Legal, Loan Approval, Loan Closing, Loan Documents, Loan Regulations, Loan Review, Loan Underwriting, Loans, Maintain Compliance, Mentoring, Microsoft Office, Mortgage, Multitasking, Organizational Skills, People Management, Private Banking, Problem Solving Skills, Process Management, Regulatory Compliance, Regulatory Requirements, Retail, Small Business, Standard Operating Procedures (SOP), Team Lead/Manager, Time Management, Wealth Management
LOCATION
Houston, TX
POSTED
3 days ago
Location: On site in Houston, TX., Metairie, LA., or Charlotte, NC.

Hours: Monday through Friday, 8:00am - 5:00pm

At First Horizon Bank Operations, we are on a mission to deliver a seamless customer experience. We are passionate about doing things right and doing the right things. We collaborate with each other and with our internal business partners to delight our customers. We believe in creating an environment where everyone's ideas are valued so that the team operates at its best. Our team members serve with humility and a deep commitment to their responsibility to be the best at serving their customers one opportunity at a time.

Job Summary:

The SBA (Small Business Administration) Closing Manager oversees and coordinates the closing process for SBA loans, ensuring compliance with SBA regulations and bank policies. This associate works closely with our clients, loan officers, legal teams, and vendors to facilitate timely and accurate loan closings that meet all program and regulatory requirements.

Key Responsibilities:
  • Manage a team of SBA closing associates, providing leadership, guidance, and performance feedback.
  • Review SBA loan approval documents and ensure all closing conditions are satisfied.
  • Coordinate communication between clients, loan officers, underwriters, and third-party vendors during the loan closing process.
  • Monitor pipeline and prioritize workflow to ensure closing deadlines are met.
  • Ensures final due diligence for all loan documents, including UCC filings, collateral documents, insurance, and environmental reports is received and collateral perfected.
  • Ensure all closing documentation adheres to SBA Standard Operating Procedures (SOPs) and internal policies.
  • Address and resolve issues that arise during the closing process, escalating complex matters when necessary.
  • Maintain accurate and complete loan files, preparing for audits and reviews.
  • Train and mentor closing associates on SBA requirements and closing procedures.
  • Communicate regularly with clients to provide updates, explain requirements, and address questions or concerns.

Qualifications:
  • Bachelor's degree in business, finance, or related field preferred.
  • 3+ years of SBA closing or commercial loan closing experience required.
  • Demonstrated knowledge of SBA SOPs and lending regulations.
  • Previous supervisory or management experience is a plus.
  • Strong organizational, multitasking, and communication skills.
  • Proficiency in loan documentation systems and Microsoft Office Suite.
  • Attention to detail and problem-solving abilities.


About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com .

Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

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About the Company

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First Horizon Bank