Expert Network Recruiter

Job Location: Pune

Key Responsibilities

SBA LOAN

• Loan closing or post-closing operations — Hands-on experience in commercial real estate loan closing, post-closing administration, or loan file management. Understands the flow from escrow closing through to funder submission. SBA 504 or CRE lending background preferred.
• Deadline management under pressure — Track record of managing time-sensitive, multi-party document collection processes. Comfortable holding multiple loans at different stages simultaneously without dropping items.
• Financial spreading — Able to enter and review interim financial statements (P&L, balance sheet) and tax returns in a loan management system. Able to draft concise financial summaries using a standard template. Not required to perform independent credit analysis — but must understand what the ratios mean and when to escalate.
• Document management & accuracy — Meticulous with document tracking, naming, and filing. Understands that incomplete or misfiled documents in a regulated SBA submission context create real compliance risk.
• Written communication — Strong written English for drafting follow-up emails to title companies, escrow officers, and insurance agents using pre-approved templates. Professional and clear even when managing unresponsive parties.
• Systems proficiency — Comfortable in commercial loan management platforms and MS Word/Excel. Ventures experience is a strong advantage; experience with SharePoint for document management is helpful.

• Prior experience at an SBA CDC, non-bank CRE lender, or title and escrow company
• Familiarity with SBA 504 post-closing documentation requirements and SBA checklist structure
• Experience preparing or reviewing SBA submission packages or condition clearance files
• Exposure to working with US-based clients in an offshore or remote delivery model
• Experience with Ventures loan management system