First Business Bank

About / Team

Lisa Rosales

SBA Compliance Specialist

  • First Business Bank
Lisa Rosales

About Lisa

Lisa Rosales comes to First Business Bank with over 20 years of experience in Commercial and SBA banking. As an SBA Compliance Reviewer she will work directly with the Credit and Closing Departments to provide a documentation and compliance review of SBA loan packages for accuracy in accordance with Bank Policy and SBA SOP Compliance. This includes, but is not limited to the review of commercial/residential leases; real estate, asset and stock purchase agreements; corporate documentation; verifying equity injection, ensuring borrower’s financial date is current; reviewing final estimates/budgets for construction projects and leasehold improvements, reviewing insurance and real estate title insurance.

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