, 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. 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. 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.

), exercising discretion and judgment. This position includes required participation in and contribution to weekly departmental and pipeline meetings.

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.