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Sba Customer Service Jobs (NOW HIRING)

Windsor Advantage

SBA Underwriter II

A., is one of the nation's leading Lender Service Providers (LSP). Windsor Advantage provides banks ... Ensure the security and confidentiality of private customer information. Protect against ...

East West Bank

SBA Business Development Manager

Duluth, GA · On-site

$65K - $80K/yr

Works to foster new and expand existing customer relationships through cross-selling products and services. * Develops and maintains a referral source database for both local and the bank overall SBA ...

East West Bank

SBA Business Development Manager

Houston, TX · On-site

$65K - $80K/yr

Works to foster new and expand existing customer relationships through cross-selling products and services. * Develops and maintains a referral source database for both local and the bank overall SBA ...

East West Bank

SBA Lending Manager

Los Angeles, CA · On-site

$160K/yr

Overview The SBA Manager will be responsible for the growth, profitability, and management of the ... Assure that quality service is provided to the internal and external customers, and will be focused ...

East West Bank

SBA Lending Manager

San Marino, CA

$140K - $240K/yr

The SBA Manager will be responsible for the growth, profitability, and management of the Bank ... Assure that quality service is provided to the internal and external customers, and will be focused ...

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How much do sba customer service jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for sba customer service in the United States is $18.80, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $20.91 per hour, depending on experience, location, and employer.

What are the typical daily responsibilities of an SBA Customer Service representative?

As an SBA Customer Service representative, your daily tasks revolve around assisting small business clients with questions about loan applications, status updates, and eligibility requirements. You will frequently communicate via phone, email, or chat, resolve customer issues, and guide clients through required documentation. Collaborating with loan officers and processing teams is common, as you may need to escalate complex cases or verify information. The role is often fast-paced, requiring you to juggle multiple client accounts and prioritize requests, making strong organizational skills and attention to detail particularly valuable.

What is an SBA Customer Service job?

An SBA Customer Service job involves assisting small business owners and borrowers with inquiries related to Small Business Administration (SBA) programs, loans, and resources. Responsibilities may include answering questions, processing applications, resolving issues, and providing guidance on SBA policies. This role requires strong communication skills, knowledge of SBA regulations, and the ability to handle customer concerns efficiently.

What are the key skills and qualifications needed to thrive in the Sba Customer Service position, and why are they important?

To thrive as an SBA Customer Service representative, you need strong knowledge of small business loan processes, financial documentation, and relevant customer service experience. Familiarity with customer relationship management (CRM) software and the SBA's proprietary systems or platforms is often required. Excellent communication, problem-solving abilities, and patience help build trust and efficiently address client inquiries. These skills are essential for accurately assisting customers with complex SBA-related processes and ensuring a positive experience during what can be a stressful time for business owners.

More about Sba Customer Service jobs
What cities are hiring for Sba Customer Service jobs? Cities with the most Sba Customer Service job openings:
What are the most commonly searched types of Sba Customer Service jobs? The most popular types of Sba Customer Service jobs are:
What states have the most Sba Customer Service jobs? States with the most job openings for Sba Customer Service jobs include:
What job categories do people searching Sba Customer Service jobs look for? The top searched job categories for Sba Customer Service jobs are:
Sba Customer Service jobs near you
Infographic showing various Sba Customer Service job openings in the United States as of July 2026, with employment types broken down into 78% Full Time, 20% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $39,098 per year, or $18.8 per hour.
SBA Underwriter II

SBA Underwriter II

Windsor Advantage

Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 20 days ago

Job description

About Us
Windsor Advantage, an affiliate of Capital Bank N.A., is one of the nation's leading Lender Service Providers (LSP). Windsor Advantage provides banks, credit unions and CDFIs with a comprehensive outsourced SBA 7(a) and USDA lending platform without the need to hire staff or incurring capital expenditures. Since 2010, Windsor has processed more than $4.5 billion in government guaranteed loans and currently services a portfolio for over 100 lenders nationwide.
With more than 150 years of cumulative SBA lending experience, cutting edge technology, rigid controls and consistent processes, Windsor is uniquely qualified to assist any size lender with implementing a thoughtful and profitable government guaranteed lending initiative.
Capital Bank N.A. is headquartered in Maryland and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services primarily to clients in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states.
Position PurposeThe SBA Underwriter II will assist the lender with their SBA Loan request by preparing a pre-assessment for eligibility, borrower checklist, lender checklist, document collection, spreading the tax returns and other financial documents, and preparing a Credit Summary for SBA Eligibility. The Credit Summary for SBA Eligibility is written in compliance with the SBA SOP and lender loan policy and guidelines. The Credit Summary is reviewed for quality control prior to forwarding to the lender.
Position Responsibilities
  • Prepare, review, and analyze the creditworthiness of all applicant's loan requests by spreading company and personal financial statements.
  • Manage loan applications, assist various Lenders, Banks, and Credit Unions with their borrowers by communicating via email and phone to determine if the loan is a candidate for the SBA Loan Program.
  • Inform Lender of the SBA guidelines for loan structure maximum rate and term depending on the loan requested. Assist lender in preparing the sources and uses of the loan request. Review construction budget, inventory list, FF&E costs estimate/invoices, purchase agreements, debt refinance analysis, business acquisition/partner buyout, and working capital needs.
  • Prepare a collateral table to assess the adequacy of all business assets and apply the SBA liquidation percentage to result in the net value for the assets. If there is a collateral shortfall, SBA may require personal and/or affiliate assets for coverage.
  • Business Overview to discuss the business description and history, locations, products/services, business model, management, succession plan, competition, vendors, define market area, customer base, strengths, and weaknesses of the business. Compare business NAICS and Franchise to Coleman statistics and FRAN data for trends and success rates of the business or franchise.
  • Spread historical and projected financial documents to determine cash flow and repayment to show the applicant meets SOP guideline for DSC of 1.15x or better. Analyze projection assumptions for reasonableness in obtaining the level of sales and net profit. Determine the projected break-even and what if scenarios.
  • Discuss RMA Common Size ratios in comparison to the borrower's revenues and expenses.
  • Analyze and spread affiliate businesses to show these entities will not be a strain on the applicant/borrower.
  • Analyze the principals' and guarantors' personal financial statement, personal tax returns and credit report.
  • Prepare a global cash flow and rate sensitivity spreads to determine the business and its affiliates meet the SOP guideline for DSC of 1x.
  • Spread historical balance sheet to compare with the common size ratios of RMA. Based on the sources and uses, prepare a pro-forma balance sheet to show how the transaction will affect the balance sheet. Discuss the current and debt to tangible net worth ratios and compare to RMA ratios.
  • SBA 7a eligibility requirements include size standard analysis or alternate size standard analysis to show the applicant and its affiliates meets the SBA determinates for the Small Business.
  • If applicable, review CAIVRS that check for delinquent Federal debt and prior loss to the Federal Government. Sam.gov reports are obtained for the business, for all principals, affiliate businesses, broker/agent, LSP employees and SBA Lender that show none of these entities are debarred from conducting business with the
    Federal Government.
  • Work with the Underwriting Team daily to improve the underwriting process and Lender/Borrower experience with Windsor Advantage. The underwriter is the first line of contact with the clients; therefore, it is imperative that the Underwriter represents the best Windsor has to offer the clients.
  • Work with the packager/closer team for a smooth hand-off of the borrower to the next level in the SBA Process (submission and closing). If needed, assist in screen-out responses, credit addendums, and memos to the file.
  • Supports and helps implement organizational initiatives.
  • Ensure the security and confidentiality of private customer information. Protect against unauthorized access to or use of customer information that could result in harm or inconvenience to the customer.
  • Exercise discretion and work independently to make judgements with respect to matters of significance, and to be able to discern items that can impact risk to Windsor Advantage

Minimum Education & Experience
  • Bachelor's Degree in Finance or Accounting; or other related area; or equivalent relevant experience.
  • Minimum 3 years of commercial loans and/or SBA/USDA loan experience.
  • Recent underwriting experience in a high-volume environment with full knowledge of the lending requirement, regulations, and procedures for conventional, SBA and USDA loan programs preferred.

Technical Knowledge and Skills
  • Understanding of SBA Loan Programs and knowledge of eligible and ineligible loan requests.
  • Understanding of credit analysis to include sources and uses of proceeds, source of equity injection, collateral analysis, applicant financial analysis of repayment ability, spread of pro-forma business balance sheet, financial ratio benchmarks, working capital adequacy, business and industry overview to include management qualifications/experience, and affiliate cash flow analysis
  • Strong verbal and written communications skills.
  • Must be a creative thinker and proactive problem solver with a history of working efficiently and effectively, meeting deadlines, and following projects through to completion.
  • Must be organized and detail oriented.
  • Strong computer skills; including a working knowledge of Microsoft Office Suite as well as knowledge of computer systems as they relate to
    commercial lending activities preferred.

Compensation
  • Base Salary Range: $65,000 - $95,000 annually. Final determination of where you are at in the salary range is based on numerous factors such as geographical location, relevant experience, skill set, education, and ability to meet qualifications within the job description.
  • Additional Compensation: This role will include a yearly annual target bonus based on individual performance.

Working Arrangements
  • This is a 100% remote role.

Why Join Us?
  • Join a growing company with a culture that fosters an entrepreneurial spirit
  • Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more?
  • Company Contributions to your 401k - Regardless of your contribution
  • Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more!
  • Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities

Supporting Businesses. Helping People. Strengthening Communities.
Windsor Advantage LLC is an E-Verify, Affirmative Action and Equal Opportunity Employer.

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