Remote Loan Processor

Financial Account Specialist
Travel Required

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The Loan Review Advisor will support the U.Small Business Administration (SBA) Office of Credit Risk Management (OCRM) by performing detailed reviews of 7(a) and 504 loan files as part of SBA’s lender oversight and risk management activities. The reviewer will analyze loan documentation, identify compliance issues or deficiencies, and document findings in structured work papers and loan file review reports.
The Loan Review Advisor will inventory and analyze loan files, extract and evaluate data from SBA data systems and lender-provided documentation, and identify correctable and uncorrectable exceptions. The role includes working directly with SBA Lenders, under SBA direction, to clarify documentation, resolve preliminary deficiencies when possible, and ensure lenders understand identified risks and requirements. Reviewers will prepare clear, well-supported written summaries and draft and final loan file review reports that outline condition, criteria, cause, effect, and corrective action for identified issues.
The Loan Review Advisor will use a secure, web-based virtual data warehouse and workflow tracking system to manage file reviews, maintain work papers, and support status reporting. The role requires adherence to strict quality, timeliness, documentation, and data security standards, including the protection of Personally Identifiable Information (PII) and confidential business information. Reviewers may support onsite or remote reviews, participate in quality assurance activities, and contribute to weekly, monthly, or ad hoc reporting provided to SBA.
Bachelors degree and Minimum of four (4) years of recent experience working with SBA 7(a) and/or 504 loans (e.g., as a third-party reviewer, examiner, auditor, underwriter, loan closer, or liquidation specialist); Demonstrated experience reviewing loan files for compliance, risk, and adherence to regulatory and program requirements.
Working knowledge of SBA Loan Program Requirements, including 13 CFR Parts 103 and 120 and SBA SOPs related to origination, servicing, liquidation, and lender oversight.
Strong analytical skills with the ability to identify, document, and clearly explain loan file deficiencies and risks.
Proficiency with document management systems, workflow tracking tools, and standard Microsoft Office applications (Excel, Word, PowerPoint).
Direct experience supporting SBA Office of Credit Risk Management (OCRM) oversight activities, including risk-based reviews, examinations, audits, or increased supervision.
Experience performing servicing or liquidation reviews, including eligibility and disbursement testing.
Familiarity with quality assurance reviews, forensic reviews, or reviews related to fraud, waste, and abuse.
Experience working with virtual data warehouses, customer relationship management (CRM) systems, or management workflow systems (MWS).
Experience supporting federal financial regulatory or oversight programs beyond SBA.
Willingness and ability to support limited on-site reviews at SBA headquarters, SBA field offices, or SBA Lender locations, as required.
Ability to review loan files containing documentation in Spanish.
Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs.
Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.
Medical, Rx, Dental & Vision Insurance
~ Personal and Family Sick Time & Company Paid Holidays
~ Position may be eligible for a discretionary variable incentive bonus
~ 401(k) Retirement Plan
~ Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts
~ Short-Term & Long-Term Disability
~ Tuition Reimbursement, Personal Development & Learning Opportunities
~ Corporate Sponsored Events & Community Outreach
~ Guidehouse is an Equal Opportunity Employer–Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation.
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