Lansdale, PA · Remote
$20 - $24/hr
AZ, CA, CO, FL, GA, IA, MD, MI, MN, NC, NY, NJ, OH, PA, SC, TX, UT, LA Key Responsibilities Client ... SBA lenders Respond to lender and internal team inquiries Ensure all materials meet quality and ...
Lansdale, PA · Remote
$20 - $24/hr
AZ, CA, CO, FL, GA, IA, MD, MI, MN, NC, NY, NJ, OH, PA, SC, TX, UT, LA Key Responsibilities Client ... SBA lenders Respond to lender and internal team inquiries Ensure all materials meet quality and ...
... with SBA lender requirements. This position is ideal for someone who thrives in a fast-paced ... AZ, CA, CO, FL, GA, IA, MD, MI, MN, NC, NY, NJ, OH, PA, SC, TX, UT, LA Key Responsibilities Client ...
... with SBA lender requirements. This position is ideal for someone who thrives in a fast-paced ... AZ, CA, CO, FL, GA, IA, MD, MI, MN, NC, NY, NJ, OH, PA, SC, TX, UT, LA Key Responsibilities Client ...
... with SBA lender requirements. This position is ideal for someone who thrives in a fast-paced ... AZ, CA, CO, FL, GA, IA, MD, MI, MN, NC, NY, NJ, OH, PA, SC, TX, UT, LA Key Responsibilities Client ...
... with SBA lender requirements. This position is ideal for someone who thrives in a fast-paced ... AZ, CA, CO, FL, GA, IA, MD, MI, MN, NC, NY, NJ, OH, PA, SC, TX, UT, LA Key Responsibilities Client ...
... with SBA lender requirements. This position is ideal for someone who thrives in a fast-paced ... AZ, CA, CO, FL, GA, IA, MD, MI, MN, NC, NY, NJ, OH, PA, SC, TX, UT, LA Key Responsibilities Client ...
... with SBA lender requirements. This position is ideal for someone who thrives in a fast-paced ... AZ, CA, CO, FL, GA, IA, MD, MI, MN, NC, NY, NJ, OH, PA, SC, TX, UT, LA Key Responsibilities Client ...
... with SBA lender requirements. This position is ideal for someone who thrives in a fast-paced ... AZ, CA, CO, FL, GA, IA, MD, MI, MN, NC, NY, NJ, OH, PA, SC, TX, UT, LA Key Responsibilities Client ...
Quick apply
... with SBA lender requirements. This position is ideal for someone who thrives in a fast-paced ... AZ, CA, CO, FL, GA, IA, MD, MI, MN, NC, NY, NJ, OH, PA, SC, TX, UT, LA Key Responsibilities Client ...
Midvale, UT · On-site
$60K - $80K/yr
... in UT,ID,TX,AZ,CO,NV,OR,WA,CA. Essential Functions: Responsible for generating and structuring SBA and/or conventional loans by proactively calling, developing, and maintaining relationships.
Midvale, UT · On-site
$60K - $80K/yr
... in UT,ID,TX,AZ,CO,NV,OR,WA,CA. Essential Functions: Responsible for generating and structuring SBA and/or conventional loans by proactively calling, developing, and maintaining relationships.
Nevada, IA · On-site
$60K - $80K/yr
Small Business Relationship Manager position located within Zions Bancorporation's footprint in UT,ID,TX,AZ,CO,NV,OR,WA,CA. Essential Functions: * Responsible for generating and structuring SBA and ...
New
Nevada, IA · On-site
$60K - $80K/yr
Small Business Relationship Manager position located within Zions Bancorporation's footprint in UT,ID,TX,AZ,CO,NV,OR,WA,CA. Essential Functions: * Responsible for generating and structuring SBA and ...
New
... in UT,ID,TX,AZ,CO,NV,OR,WA,CA. Essential Functions: Responsible for generating and structuring SBA and/or conventional loans by proactively calling, developing, and maintaining relationships.
... in UT,ID,TX,AZ,CO,NV,OR,WA,CA. Essential Functions: Responsible for generating and structuring SBA and/or conventional loans by proactively calling, developing, and maintaining relationships.
Midvale, UT · On-site
$60K - $80K/yr
Small Business Relationship Manager position located within Zions Bancorporation's footprint in UT,ID,TX,AZ,CO,NV,OR,WA,CA. Essential Functions: * Responsible for generating and structuring SBA and ...
New
Midvale, UT · On-site
$60K - $80K/yr
Small Business Relationship Manager position located within Zions Bancorporation's footprint in UT,ID,TX,AZ,CO,NV,OR,WA,CA. Essential Functions: * Responsible for generating and structuring SBA and ...
New
Midvale, UT · On-site
$60K - $80K/yr
... UT,ID,TX,AZ,CO,NV,OR,WA,CA. Essential Functions: • Responsible for generating and structuring SBA and/or conventional loans by proactively calling, developing, and maintaining relationships. • ...
Midvale, UT · On-site
$60K - $80K/yr
... UT,ID,TX,AZ,CO,NV,OR,WA,CA. Essential Functions: • Responsible for generating and structuring SBA and/or conventional loans by proactively calling, developing, and maintaining relationships. • ...
Midvale, UT · On-site
$60K - $80K/yr
... UT,ID,TX,AZ,CO,NV,OR,WA,CA. Essential Functions: • Responsible for generating and structuring SBA and/or conventional loans by proactively calling, developing, and maintaining relationships. • ...
Midvale, UT · On-site
$60K - $80K/yr
... UT,ID,TX,AZ,CO,NV,OR,WA,CA. Essential Functions: • Responsible for generating and structuring SBA and/or conventional loans by proactively calling, developing, and maintaining relationships. • ...
Ogden, UT · On-site
$18.25 - $24.50/hr
... 2605 Washinton Blvd, UT. This Loan Servicing Processor II maintains general knowledge and ... Books all loan types (SBA, Construction, Commercial, Letters of Credit, Master Notes, Leases, Bonds ...
Ogden, UT · On-site
$18.25 - $24.50/hr
... 2605 Washinton Blvd, UT. This Loan Servicing Processor II maintains general knowledge and ... Books all loan types (SBA, Construction, Commercial, Letters of Credit, Master Notes, Leases, Bonds ...
$18.25 - $24.50/hr
... UT. This Loan Servicing Processor p rovides customer service and servicing for commercial loan customers, commercial construction loan customers, and SBA loan customers. Serves as a resource to all ...
$18.25 - $24.50/hr
... UT. This Loan Servicing Processor p rovides customer service and servicing for commercial loan customers, commercial construction loan customers, and SBA loan customers. Serves as a resource to all ...
Draper, UT · On-site
$68K - $87K/yr
Draper, UT, 84020 Summary: The main function of a manufacturing engineer is to apply engineering ... SBA. Our mission is to shape the future of work by aligning the right mix of people, process ...
Quick apply
Draper, UT · On-site
$68K - $87K/yr
Draper, UT, 84020 Summary: The main function of a manufacturing engineer is to apply engineering ... SBA. Our mission is to shape the future of work by aligning the right mix of people, process ...
Fort George G Meade, MD · On-site
Ogden, UT (Hill AFB); or Oklahoma City, OK (Tinker AFB). On-site at a Government facility; limited ... As an SBA certified HUBZone small business, Blue Sky has a special interest in recruiting and ...
Fort George G Meade, MD · On-site
Ogden, UT (Hill AFB); or Oklahoma City, OK (Tinker AFB). On-site at a Government facility; limited ... As an SBA certified HUBZone small business, Blue Sky has a special interest in recruiting and ...
Fort George G Meade, MD · On-site
$61.75 - $82.50/hr
Ogden, UT (Hill AFB); or Oklahoma City, OK (Tinker AFB). On-site at a Government facility; limited ... As an SBA certified HUBZone small business, Blue Sky has a special interest in recruiting and ...
Fort George G Meade, MD · On-site
$61.75 - $82.50/hr
Ogden, UT (Hill AFB); or Oklahoma City, OK (Tinker AFB). On-site at a Government facility; limited ... As an SBA certified HUBZone small business, Blue Sky has a special interest in recruiting and ...
Ogden, UT (Hill AFB); or Oklahoma City, OK (Tinker AFB). On-site at a Government facility; limited ... As an SBA certified HUBZone small business, Blue Sky has a special interest in recruiting and ...
Ogden, UT (Hill AFB); or Oklahoma City, OK (Tinker AFB). On-site at a Government facility; limited ... As an SBA certified HUBZone small business, Blue Sky has a special interest in recruiting and ...
Fort George G Meade, MD · On-site
$61.50 - $81.50/hr
Ogden, UT (Hill AFB); or Oklahoma City, OK (Tinker AFB). On-site at a Government facility; limited ... As an SBA certified HUBZone small business, Blue Sky has a special interest in recruiting and ...
Fort George G Meade, MD · On-site
$61.50 - $81.50/hr
Ogden, UT (Hill AFB); or Oklahoma City, OK (Tinker AFB). On-site at a Government facility; limited ... As an SBA certified HUBZone small business, Blue Sky has a special interest in recruiting and ...
Fort George G Meade, MD · On-site
Ogden, UT (Hill AFB); or Oklahoma City, OK (Tinker AFB). On-site at a Government facility; limited ... As an SBA certified HUBZone small business, Blue Sky has a special interest in recruiting and ...
Fort George G Meade, MD · On-site
Ogden, UT (Hill AFB); or Oklahoma City, OK (Tinker AFB). On-site at a Government facility; limited ... As an SBA certified HUBZone small business, Blue Sky has a special interest in recruiting and ...
Fort George G Meade, MD · On-site
Ogden, UT (Hill AFB); or Oklahoma City, OK (Tinker AFB). On-site at a Government facility; limited ... As an SBA certified HUBZone small business, Blue Sky has a special interest in recruiting and ...
Fort George G Meade, MD · On-site
Ogden, UT (Hill AFB); or Oklahoma City, OK (Tinker AFB). On-site at a Government facility; limited ... As an SBA certified HUBZone small business, Blue Sky has a special interest in recruiting and ...
$57.5K - $63.9K
3% of jobs
$63.9K - $70.3K
2% of jobs
$70.3K - $76.7K
3% of jobs
$76.7K - $83.1K
15% of jobs
$84.3K is the 25th percentile. Wages below this are outliers.
$83.1K - $89.5K
9% of jobs
$89.5K - $96K
7% of jobs
The median wage is $100.9K / yr.
$96K - $102.4K
14% of jobs
$102.4K - $108.8K
13% of jobs
$113.3K is the 75th percentile. Wages above this are outliers.
$108.8K - $115.2K
13% of jobs
$115.2K - $121.6K
17% of jobs
$121.6K - $128K
4% of jobs
$57.5K
$100.3K
$128K
Cities with the most Sba Ut job openings:
States with the most job openings for Sba Ut jobs include:
The top searched job categories for Sba Ut jobs are:
Lansdale, PA • Remote
$20 - $24/hr
Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 20 days ago
We are seeking a highly organized and detail-oriented Customer Service Retirement Plan Specialist to support our ROBS (Rollover as Business Start-Up) onboarding process. This role plays a critical part in delivering a smooth and compliant onboarding experience for our clients by coordinating communications, reviewing documentation, supporting stock issuance activities, and assisting with SBA lender requirements.
This position is ideal for someone who thrives in a fast-paced environment, enjoys working directly with clients, and has a strong eye for accuracy and process management.
Work Environment RequirementsFully remote position — candidates must maintain a secure, professional home office environment
Must reside in one of the following states:AZ, CA, CO, FL, GA, IA, MD, MI, MN, NC, NY, NJ, OH, PA, SC, TX, UT, LA
Key ResponsibilitiesClient Communication & DocumentationManage outreach campaigns to collect onboarding documentation for capitalization and stock issuance
Proactively follow up with clients via email, phone, and other channels
Assist clients in completing onboarding forms accurately and efficiently
Monitor workflows to ensure timely completion of onboarding milestones
Stock Issuance & CapitalizationPerform detailed quality reviews of client documents and capitalization materials
Calculate and record stock issuance transactions
Review and verify stock entries for accuracy
Support retirement plan and personal investment calculations
Coordinate with third-party valuation providers for required appraisals
Maintain reporting related to initial appraisals
SBA Lender SupportPrepare complete and accurate documentation packages for SBA lenders
Respond to lender and internal team inquiries
Ensure all materials meet quality and timing standards
Data Management & Quality Assurance
Maintain accurate client records across systems
Organize and store documentation in designated repositories
Identify and resolve discrepancies or missing information
Review retirement plan documentation and coordinate corrections as needed
General ResponsibilitiesManage multiple client files and deadlines simultaneously
Exercise sound judgment when reviewing documentation
Maintain confidentiality of sensitive client information
Support ongoing projects and process improvements
Required Skills & ExperienceStrong attention to detail and organizational skills
Excellent written and verbal communication abilities
Ability to manage multiple priorities in a fast-paced environment
Client-focused mindset with strong customer service skills
Experience reviewing documentation for completeness and accuracy
Proficiency in Microsoft Office and business systems
Strong critical thinking and problem-solving skills
Ability to work independently and collaboratively
High level of discretion when handling sensitive data
Preferred QualificationsAssociate’s or Bachelor’s degree in Business, Finance, Accounting, or related field (or equivalent experience)
Experience in financial services, onboarding, retirement plans, banking, or lending support
Familiarity with ROBS structures, stock issuance, or SBA documentation
Experience with CRM or document management systems
What We Offer
Competitive compensationMedical, dental, and vision coverage
Generous PTO, paid holidays, and floating holidays
Fully remote work environment
Professional development opportunitiesA collaborative, supportive team that values your success
Sourced by ZipRecruiter
51 - 200 Employees
Lansdale, PA, US
1983
