Top 358 Loan advisor Jobs in Florida

Commercial Loan Officer - SBA Specialist
Gulf Coast Business Bank —Fort Myers, FL
- $80,000 - $120,000 a year
- Full-time
- Microsoft Excel
- 5 years
- Finance
- Disability insurance
- Health insurance
Quick Apply
Counsel, Claim
Travelers —Fort Lauderdale, FL
- $106,300 - $175,400 a year
- Customer service
- Writing skills
- Mid-level
- Wellness program
- Paid holidays
8h
Loan Processor
SWAN Capital —Pensacola, FL
- $22 - $26 an hour
- Full-time
- Microsoft PowerPoint
- Background check
- Microsoft Excel
- Paid training
- Health insurance
Quick Apply
9h
National Sales Manager /Head of Revenue - B2B/ABL/Factoring experience needed
Seacoast Business Funding —Boynton Beach, FL
- From $170,000 a year
- Full-time
- Marketing
- Office
- Finance
- Health savings account
- Health insurance
Quick Apply
Accounting Manager
Real Capital —Winter Garden, FL
- $125,000 a year
- Microsoft Excel
- 6 years
- CPA
- Paid holidays
- Health insurance
Quick Apply
Joint Venture Accountant
Areas USA, Inc —Miami, FL
- $70,000 - $80,000 a year
- Office
- Analysis skills
- Bachelor's degree
Quick Apply
12d
Banking Relationship Specialist (Senior Relationship Banker)
Bank OZK —Apollo Beach, FL
- Full-time
- Writing skills
- Mid-level
- High school diploma or GED
- Dental insurance
- Paid time off
Financial Representative
Ramirez Legacy Consulting LLC —Kissimmee, FL
- $30,000 - $120,000 a year
- Temporary
- Hybrid work
- Background check
- Management
- Customer service
- Flexible schedule
Quick Apply
Financial Aid Advisor
HCI College —West Palm Beach, FL
- 8 hour shift
- Microsoft Outlook
- Computer literacy
- Bachelor of Science
- Health insurance
- Dental insurance
Quick Apply
11d
Banking Relationship Specialist (Senior Relationship Banker)
Bank OZK —Bradenton, FL
- Full-time
- Writing skills
- Mid-level
- High school diploma or GED
- Dental insurance
- Paid time off
Loan IQ SDK Senior Lead Developer - Senior Vice President
Citi —Tampa, FL
- $176,720 - $265,080 a year
- Full-time
- Office
- Windows
- Master's degree
- Paid holidays
- Disability insurance
Chief Financial Officer
Fleet Landing —Atlantic Beach, FL
- Full-time
- CPA
- Finance
- Master's degree
- Paid time off
- 401(k) matching
Quick Apply
Personal Service Advisor-Banker- JUNO BEACH / Palm Beach Gardens
Power Financial Credit Union —Juno Beach, FL
- $19 an hour
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health savings account
- Health insurance
Quick Apply
Servicing Travel Advisor III - Chase Travel (Hybrid - Heathrow, FL)
JPMorganChase —Heathrow, FL
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Research
- Health insurance
- Tuition reimbursement
12d
Banking Relationship Specialist (Senior Relationship Banker)
Bank OZK —Aventura, FL
- Full-time
- Writing skills
- Mid-level
- High school diploma or GED
- Dental insurance
- Paid time off
Financial Aid Advisor II
Northbridge University —Orlando, FL
- $19.95 an hour
- Extended hours
- Background check
- Microsoft Outlook
- Data analysis skills
- Health savings account
- Paid holidays
Quick Apply
Financial Aid Coordinator (Full-Time Temporary Position)
Northbridge University —Kissimmee, FL
- $19.95 an hour
- Temporary
- Background check
- Spanish
- English
- Health savings account
- Paid holidays
Quick Apply
A-Tech/Master/Team Ldr - Courtesy Hyundai
Asbury —Tampa, FL
- Full-time
- ASE Certification
- 18 years or older
- Dealership
- Paid training
- Paid parental leave
Quick Apply
Service Advisor - Coggin Nissan Avenues
Asbury —Jacksonville, FL
- Full-time
- 18 years or older
- Dealership
- Pass drug screening
- Paid training
- Paid parental leave
Quick Apply
13d
Service - Lot Attendant - Mercedes Benz of Tampa
Asbury —Tampa, FL
- Full-time
- 18 years or older
- Dealership
- Pass drug screening
- Paid training
- Paid parental leave
Quick Apply

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loan advisor jobs near florida

Commercial Loan Officer - SBA Specialist

Gulf Coast Business Bank
Fort Myers, FL

Quick Apply

Job Details

Full-time
$80,000 - $120,000 a year

Benefits

Stock options
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
401(k) 6% Match
Vision insurance
401(k) matching
Life insurance

Qualifications

Business development management
Cash flow analysis
Microsoft Excel
Customer relationship building
Underwriting
Financial statement analysis
Economic development
Financial report interpretation
Industry trends
Customer relationship management
Managing banking or lending client portfolios
Relationship management
Business development within finance
Financial statement interpretation
Meeting or exceeding sales goals
Financial performance measurement
Productivity software
Regulatory compliance analysis
Loan Origination Systems (LOS)
Standard operating procedures (SOPs)
Portfolio management in underwriting
Credit analysis
Data analysis software

Full Job Description

JOB DESCRIPTION

Job Title: Commercial Loan Officer - SBA Specialist

Department: Commercial Lending

Job Summary:

The Commercial Loan Officer – SBA Specialist is responsible for originating, underwriting, structuring, and servicing a portfolio of commercial loans with a strong emphasis on SBA-guaranteed programs (primarily 7(a) and 504). This role drives business development in Southwest Florida’s vibrant small business community, including tourism, real estate, professional services, healthcare, and marine-related industries. The officer builds and maintains profitable customer relationships, ensures compliance with bank policies, regulatory requirements, and SBA Standard Operating Procedures (SOP), while contributing to the bank’s overall loan growth, deposit generation, and fee income goals. The position balances proactive sales (approximately 60-75% of time in the field) with credit analysis, portfolio management, and administrative duties.

This combined role allows the community bank to leverage SBA guarantees for higher-risk or smaller deals (reducing bank exposure) while maintaining a full-service commercial lending platform. It emphasizes relationship banking typical of community institutions, with a specialized SBA component to support small business growth in the region.

Key Responsibilities:

Business Development and Relationship Management

Identify, solicit, and develop new commercial lending opportunities through proactive calling, networking, referrals, and community involvement in Southwest Florida.
Focus on SBA-eligible small businesses for 7(a) working capital, equipment, real estate, and startup/acquisition financing, while also originating conventional commercial and industrial (C&I), commercial real estate (CRE), and other business loans.
Build and deepen relationships with existing and prospective clients, including business owners, professionals, and referral sources (accountants, attorneys, brokers).
Cross-sell bank products and services, including deposits, treasury management, and other fee-based solutions to maximize customer profitability.
Meet or exceed annual production goals for loan volume, deposits, and fee income.
Collect and analyze financial statements, tax returns, credit reports, cash flow projections, and other data to assess borrower creditworthiness and repayment capacity.

Loan Origination, Underwriting & Structuring

Structure loan terms (amount, rate, collateral, guaranties) to meet client needs while adhering to the bank’s lending policies, risk parameters, and SBA guidelines.
Ensure SBA loans comply with eligibility requirements, guaranty percentages, fees, and SOP standards; prepare and submit SBA applications/guaranty requests as needed.
Prepare comprehensive credit memoranda and present loan requests to the Loan Committee or senior management with clear recommendations.
Negotiate loan terms, covenants, and documentation with borrowers and their advisors.

Portfolio Management & Servicing

Manage an assigned portfolio of commercial and SBA loans, including ongoing monitoring of financial performance, site visits (as needed), and proactive identification of credit issues or opportunities.
Conduct annual credit reviews, covenant compliance checks, and risk rating updates in accordance with bank policy.
Work with loan administration, closing, and servicing teams to ensure timely and accurate loan documentation, funding, and post-closing compliance.
Assist in the workout or management of problem loans when necessary.

Compliance & Risk Management

Maintain thorough knowledge of commercial lending regulations (e.g., Reg B, BSA/AML, fair lending), bank credit policy, and SBA SOP.
Ensure all loans meet quality standards to minimize risk while supporting community economic development in Southwest Florida.
Collaborate with internal partners (credit analysts, underwriters, legal, compliance) and external parties (SBA, appraisers, title companies).

Community & Professional Engagement

Actively participate in local business organizations, chambers of commerce, and economic development initiatives in Southwest Florida to enhance the bank’s visibility as a community-focused SBA and commercial lender.

Qualifications and Requirements:

Education: Bachelor’s degree in Business, Finance, Accounting, or a related field (preferred).
Experience: Minimum 5+ years of commercial lending experience, with at least 2-3 years focused on SBA lending (7(a) and/or 504 programs). Prior experience in community bank environment is highly preferred. Demonstrated track record of meeting loan production and portfolio management goals. Completion of formal credit training or equivalent experience in financial statement analysis and cash flow underwriting.
Skills: Strong working knowledge of SBA programs, eligibility rules, and SOP; familiarity with Preferred Lender Program (PLP) status is a plus. Solid understanding of commercial credit analysis, including financial ratios, cash flow, collateral valuation, and industry trends relevant to Southwest Florida. Proficiency in Microsoft Office (especially Excel and Word) and loan origination/credit analysis software. Excellent verbal and written communication skills; ability to present complex credit information clearly to committees and clients. Self-motivated with strong business development and relationship management skills. High ethical standards and commitment to regulatory compliance. Ability to travel locally within Southwest Florida and work flexible hours to meet client needs.
Preferred Qualifications: Existing book of business or strong network in Southwest Florida markets. Knowledge of local industries (e.g., tourism, real estate development, small manufacturing, professional services). Lending authority or prior experience presenting to loan committees.

What We Offer:

Competitive salary plus performance bonuses.
Comprehensive benefits package, including 100% paid health insurance, dental, and vision coverage. Flexible spending account, group life (3x salary, $400,000 max), short- and long-term disability, 401(k) matching, paid time off (min. 15 days), stock options, and 11 Federal holidays.

Pay: $80,000.00 - $120,000.00 per year

Benefits:

401(k) 6% Match
Dental insurance
Flexible spending account
Health insurance
Life insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

loan advisor jobs in florida

Commercial Loan Officer - SBA Specialist

Counsel, Claim

Loan Processor

National Sales Manager /Head of Revenue - B2B/ABL/Factoring experience needed

Accounting Manager

Joint Venture Accountant

Banking Relationship Specialist (Senior Relationship Banker)

Financial Representative

Financial Aid Advisor

Banking Relationship Specialist (Senior Relationship Banker)

Loan IQ SDK Senior Lead Developer - Senior Vice President

Chief Financial Officer

Personal Service Advisor-Banker- JUNO BEACH / Palm Beach Gardens

Servicing Travel Advisor III - Chase Travel (Hybrid - Heathrow, FL)

Banking Relationship Specialist (Senior Relationship Banker)

Financial Aid Advisor II

Financial Aid Coordinator (Full-Time Temporary Position)

A-Tech/Master/Team Ldr - Courtesy Hyundai

Service Advisor - Coggin Nissan Avenues

Service - Lot Attendant - Mercedes Benz of Tampa

I want to receive the latest job alert for loan advisor in florida

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