SBA Intern

Job description

Position Summary: The SBA Intern supports the Small Business Administration (SBA) Lending team by assisting with activities across the full loan life cycle—from initial prospect intake through underwriting, closing, and post‑closing follow‑up. This role provides hands‑on exposure to SBA lending operations, including client communication, document collection, financial analysis support, pipeline management, and cross‑department coordination. The intern will work closely with relationship managers, underwriters, and closers to gain a comprehensive understanding of SBA programs, bank procedures, and the fundamentals of small‑business credit. Essential Functions: - Assist with all aspects of the SBA lending process from initial prospect intake through closing and post-closing support. - Help schedule, prepare for, and attend intake calls with prospective and existing clients. - Take notes on client calls and help track follow-up items, required documents, and next steps. - Support business development efforts by helping organize pipeline activity, client outreach, and deal tracking. - Assist in gathering and reviewing financial statements, tax returns, business information, and other b...