SBA 7a Loan Compliance Auditor - Remote

** Please Note: This position is currently open and contiguous. We are considering candidates on an ongoing basis. We will notify candidates as our needs change.**

Company Overview
For more than 40 years, Williams Adley has provided expert accounting, auditing, and consulting services to a growing number of federal, state, and local government agencies. Our dedication to operating with the highest levels of honesty, integrity, and transparency means we frequently go beyond the typical “vendor/client” relationship, becoming trusted advisors to our clients.

Williams Adley provides its employees with a unique experience for growth, career direction, and mentorship. As a member of our team, you will have a dynamic experience and work with great people. We offer a merit-based opportunity for all individuals that rewards aptitude, hard work, and determination. Join our team and thrive in an environment where your contributions are valued and recognized.

For more information about how Williams Adley can take your career to the next level, check out our openings below or contact a recruitment team member.
 

General Position Description:
The SBA Loan Auditor will work in the Consulting Department in support of a contract with the Small Business Administration (SBA), Office of Credit Risk Management, to assist with Lender Oversight Reviews. The Financial Analyst works with a team of analysts responsible for commercial loan file review activities of various financial institutions in support of SBA’s 7(a) Guaranteed Loan Program.   The Financial Analyst must successfully complete a background check and obtain a SBA security clearance.

Note:  The position does not include reviews of Paycheck Protection Program (‘PPP)] or Economic Industry Disaster Loans (‘EIDL’) loan programs

As a SBA Loan Auditor, you will be responsible for:

• Complete loan file reviews in accordance with standard due diligence processes to determine compliance with SBA 7(a) requirements.
• Utilize proprietary software program to draft findings from loan file reviews. 
• Prepare internal reports for use by the SBA in completing their Risk Based Review reports.
• Additional administrative tasks as directed by Senior Financial Analyst.

Required Education and Experience:

• Minimum of 4+ years' recent experience with the following SBA 7(a) loan programs: 
  • 7(a) Standard
  • 7(a) Small
  • Express
• 5+ years of recent experience in commercial loan activities in accordance with standard due diligence processes at regulatory agencies, financial institutions, or similar organizations.
• Working knowledge of SBA’s 7(a) Loan Program Requirements including, but not limited to:
  • Loan application process and required documentation.
  • SOP eligibility requirements per SOP 50 10 6, SOP 50 10 7, and 50 10 7.1
  • Underwriting of 7(a) Standard, 7(a) Small and Express loan requests.
  • Loan closing process and documentation.
• 2+ years of experience with collections or special asset management of SBA 7(a) is preferred.
• Ability to work independently, analyze financial information, calculate key indicators and identify credit risks.
• Proficient in Microsoft Word, Excel, SharePoint, Outlook and Teams applications.
• Organized individual with excellent attention to detail.
• Strong written communication and interpretation skills.
• Ability to work effectively with a fully remote review team, located throughout the U.S.
• Bachelor’s degree a plus, however, 10+ years’ SBA 7(a) loan experience may be considered in lieu of degree.

Supervision and Guidance:
The Financial Analyst will report directly to the Senior Financial Analyst. The Financial Analyst is expected to perform assignments with minimal supervision where procedures have been established, know when to consult with the Senior Financial Analyst on complex tasks, and refer to SBA regulations and other written directives as necessary.

Environment:
Office setting that requires extensive computer usage, sitting, and excellent business communication. 

Clearance:  
Applicants selected may be subject to a security investigation and may need to meet eligibility requirements for access to sensitive or personally identifiable information; a clearance is required. 

 
Thrive in Your Career: 

A Place Where You Belong - Excellence is at the core of our team’s success. Williams Adley’s culture of integrity, teamwork, and excellence creates an environment where you can thrive. With a range of business resources and opportunities for connection, you’ll build your community in no time.

Grow With Us -  Your growth matters to us—that’s why we offer a variety of ways for you to develop your career. With professional and leadership development opportunities including in-house training, paid training and certificate assistance programs, tuition reimbursement, mentoring, professional membership/subscription dues, and professional development opportunities, you can chart a unique and fulfilling career path on your terms.

Give Back to Your Community - Williams Adley believes in giving our time, treasures, and talents back to our community so that it can be a place for all people to thrive. Our Community Service Program, the Williams Adley Foundation, works with our employees to find important causes and put our firm's full support behind them.  

Support Your Well-Being - Our comprehensive benefits package supports your overall wellness by providing access to licensed counselors through our Employee/Life Assistance Program, financial counseling with licensed advisors, paid holidays, generous Paid Time Off (PTO), and more. With these benefits, plus the option for flexible schedules and remote and hybrid locations, we’ll support you as you pursue a balanced, fulfilling life—at work and at home.

 
Your Candidate Journey: 

At Williams Adley, we recognize that our people are our greatest strength, and we value building strong relationships throughout the hiring process.

Candidates selected for resume review will meet with our Talent Acquisition team to discuss the position details and answer any questions about the role, the firm, or the requirements.

Successful candidates will be invited to participate in our interview process, which may include video or in-person interviews, panel interviews, one-on-one interviews, lunch meetings, partner interviews, cognitive and/or behavioral assessments, and completion of our formal application.

We understand the uncertainty that can come with a job search, and we strive to inform candidates of our decisions within two weeks of their interview. Once an offer has been accepted, all applicants will be notified that the position has been filled.

Compensation Benefits 

At Williams Adley, we celebrate your contributions by providing you with opportunities and choices to support you and your family’s total well-being. Our health insurance offerings include comprehensive medical, dental, and vision plans, as well as firm-paid Basic Life/AD& insurance. Our employees are provided the option to also enroll in Voluntary Legal, Accident, and Supplemental Life/AD&D insurance for themselves and their dependents. We also provide employees with competitive 401k matching, generous paid leave, professional development, tuition assistance, and certificate assistance.  

Our recognition awards program acknowledges employees for exceptional performance and superior demonstration of our values. All full-time employees are eligible to participate in our benefit programs. Individuals who do not meet the threshold are only eligible for select offerings. We encourage you to learn more about our total benefits by visiting the Careers site and reviewing Our Employee Benefits. 

Salary 

Salary at Williams Adley is determined by various factors, including but not limited to the individual’s particular combination of education, knowledge, skills, competencies, experience, contract-specific affordability, and organizational requirements. The projected compensation range for this position is between $95,000- $115,000 based on experience, skills, and certifications. The estimate displayed represents the typical salary range for this position and is just one component of Williams Adley’s total compensation package for employees. 

Work Model 

Our team-oriented culture prioritizes the benefits and needs of our people and their values. We embrace our Remote-First environment that’s focused on excellence, integrity, flexibility, and collaboration, whether that happens in-person or remotely. 

• If this position is listed as remote or hybrid, employees residing in the D.C. Metropolitan area will primarily work remotely and periodically report to the Williams Adley office for company or departmental meetings and events. Employees may be required to report to the client site based on client needs. 
• If this position is listed as onsite, you’ll work with colleagues and clients in person, as needed for the specific role. 

Additional Information: 

• FLSA Class: Exempt 
• Status: Full Time – Regular 
• Work-Site: Remote 
• Work Week:  Monday – Friday, 8 hours a day; some evening and weekend hours may be required to fulfill client expectations and deliverables.   
• Reports To: Project Manager
• Authorization: US Citizenship is required 
• Clearance: Must be able to obtain and maintain a Security Clearance
• Consideration: Only candidates who meet the minimum position requirements will be considered and/or contacted to complete the next steps.