Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 13 days agoWe saw it 23 min after it went up

Loan Processing Associate V

Windsor Advantage6 open roles

Where
Chicago, IL
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowLoan Processing Associate VWindsor Advantage · Chicago, IL

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Windsor Advantage's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

8.0% of postings close within 7 days. Measured by our own scanner across the market. Windsor Advantage postings stay open a median of 38 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.5%3 days
  3. 8.0%7 days
  4. 15.0%14 days
  5. 34.1%30 days
This job: posted 13 days ago

Windsor Advantage median: 38 days open

The posting

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 Purpose

The Loan Processing Associate V is responsible for providing quality customer service while processing loans through closing. The Loan Processing Associate V will quarterback communication with clients, borrowers, government entities and other third parties (e.g., insurance agents, attorneys, CPA’s etc.), exercising discretion and judgment. This position includes required participation in and contribution to weekly departmental and pipeline meetings.

Position Responsibilities

  • Exhibit a detailed understanding, application and adherence to Loan Processing policies and procedures. Oversee and ensure policies and procedures are being followed in compliance with regulatory and company guidelines.
  • Distribute, collect, and review loan application processing checklist to obtain SBA Authorization and loan closing.
  • Exhibit in-depth understanding of SBA rules/regulations and develop an ability to utilize this knowledge to independently create unique solutions and thoughtful structures.
  • Manage critical relationships with borrowers, financial intermediaries, lenders, Windsor management and the SBA throughout the loan lifecycle using effective communication with a high attention to detail.
  • Ability to operate with a high degree of autonomy, exercising seasoned judgment to proactively identify issues, recommend solutions, and resolve escalated processing and closing challenges without routine oversight or direction from management.
  • Serve as a senior individual contributor and functional leader within the processing team, independently managing the most complex and high‑risk SBA loan structures.
  • Consistently carry a materially higher loan volume and complexity mix than junior processing roles, while maintaining accuracy, regulatory compliance, service quality, and on‑time delivery expectations.
  • Independently interpret and apply SBA SOP guidance to structure compliant, borrower‑specific solutions, including resolving screen‑outs, exceptions, and SBA inquiries with minimal escalation.
  • Represent Windsor with a high level of professionalism and credibility in direct communications with the SBA, external banks, attorneys, and third‑party vendors, serving as a point of escalation when senior‑level engagement is required.
  • Distribute Loan Application Processing Checklists.
  • Collect all Loan Application Processing Checklist documentation.
  • Prepare accurate and comprehensive application packages.
  • Submit signed packages to SBA via upload portal online.
  • Submit 4506-C to the IRS and complete tax verifications upon return.
  • Order and review any necessary third-party reports as needed.
  • Effectively manage and interface with third party vendors.
  • Work with lender and borrower on SBA screen outs. Interface directly with SBA loan specialist staff.
  • Prepare and/or review SBA authorization once received, depending on processing method, and interface with lender’s closing counsel.
  • Special Projects assigned as necessary.
  • Actively contribute to weekly department meetings to identify, discuss, solve, and implement department process improvements.
  • Adhere specifically to all company policies and procedures, Federal and State regulations, and laws.
  • Responsible for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the identification, detection and determent of money laundering or other unlawful activities.

Minimum Education & Experience

  • Bachelor’s degree in finance, accounting, or a related field preferred; or equivalent related work experience required.
  • Minimum 12 years related experience in administration, finance or similar industry.
  • Minimum of 10 years of experience with SBA loan processing and loan closings.

Technical Knowledge and Skills

  • Knowledge of commercial loan products and basic accounting.
  • A working knowledge of commercial credit principles and pertinent laws is preferred.
  • Knowledge of computer systems as they relate to lending activities, including Microsoft Office Suite to include Word, Excel and Outlook is a must.
  • Experience with SBA rules/regulations preferred.
  • Advanced or expert level Excel skills required.
  • Strong math and analytical skills.
  • Excellent written and verbal communication skills.

Compensation

  • Base Salary Range: 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 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.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Windsor Advantage's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Windsor Advantage's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Windsor Advantage's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.