Heidi Partridge
Salt Lake City,UT
Summary
Accomplished SBA lending professional with experience in loan administration, post-closing operations, due diligence, documentation, collateral management and regulatory compliance. Demonstrated expertise in managing ever-changing complex SBA loan requirements, conducting comprehensive file reviews, resolving discrepancies while coordinating with borrowers, lending partners, vendors, and cross-functional teams. Recognized for exceptional attention to detail, sound judgment, proactive communication and a strong commitment to delivering an efficient, seamless client experience while maintaining the highest standards of accuracy and compliance.
Overview
30
30
years of professional experience
Work History
SBA Loan Administrator
BMO Bank N.A.
Chicago, Illinois
01.2026 - 08.2026
- Performed comprehensive SBA due diligence, including UCC, OFAC, CAIVRS, SAM.gov, tax transcripts, credit reports, entity documentation and related searches.
- Partnered with closing and internal teams to resolve documentation issues, processed declined/withdrawn loans and ensured a seamless client experience.
- Maintained organized, audit-ready loan files while staying current on SBA policies, procedures and regulatory requirements.
- Prepared loan closing documents using LaserPro for signing, ensuring accuracy, completeness and compliance with approved loan terms and SBA/504 requirements.
- Coordinated with title, escrow and insurance providers to ensure all required documentation and closing conditions were completed accurately and timely prior to closing.
Post Closing Specialist
Celtic Bank Corporation
04.2018 - 06.2025
- Performed thorough loan file reviews to ensure compliance with SBA SOPs, loan approval conditions and regulatory requirements.
- Managed post-closing activities for SBA 7a, commercial 504, construction, equipment finance and renewable energy loans, ensuring accurate documentation, compliance and timely completion of outstanding requirements.
- Partnered with Closing, Underwriting, Sales, Insurance and Operations teams to resolve issues and keep loans moving efficiently through the post-closing process.
- Oversaw lien perfection and collateral documentation, ensuring accuracy and compliance across UCC filings, vehicle titles, insurance, title commitments and related requirements.
- Maintained strong knowledge of SBA policies, procedures, documentation requirements, and compliance standards.
Online Bill Pay Specialist
Wells Fargo
07.2004 - 01.2012
- Managed online account Bill Pay, utilizing strong verbal and written communication to enhance client interactions.
- Communicated with businesses to ensure payments were applied to the correct accounts in a timely manner.
- Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
- Earned recognition as a top performer consistently exceeding targets throughout my tenure as a specialist in the field.
- Oversaw daily operations of a busy office environment, ensuring tasks were completed efficiently and accurately.
Sales Agent
American Building Components
03.1996 - 07.2004
- Consistently achieved top-performer status through strong sales performance and exceptional customer service.
- Built and maintained strong client relationships through personalized service, proactive follow-up, and responsive communication.
- Increased customer satisfaction and sales by identifying client needs and providing tailored metal roofing solutions.
- Managed customer inquiries, orders, and concerns with professionalism, urgency and attention to detail.
- Provided end-to-end customer support, ensuring a positive experience from initial inquiry through order completion.
Education
High School Diploma -
North Summit High School
Coalville, UT06-1997
Skills
SBA Lending
Client Relationship Management
Loan Administration/Processing
SBA Compliance
Due Diligence
Loan Documentation
Loan File Review
Customer service
Collateral & Lien Management
Document Preparation
Timeline
SBA Loan Administrator
BMO Bank N.A.
01.2026 - 08.2026
Post Closing Specialist
Celtic Bank Corporation
04.2018 - 06.2025
Online Bill Pay Specialist
Wells Fargo
07.2004 - 01.2012
Sales Agent
American Building Components
03.1996 - 07.2004
High School Diploma -
North Summit High School