NaviTrust is an executive recruiting firm that helps SBA lenders close more loans by recruiting the general managers, operators and licensed professionals their borrowers need.

SBA Lending Partners

Helping SBA deals close with qualified key hires.

We partner with SBA lenders to ensure their borrowers have the key hires needed to qualify for and operate under SBA financing: general managers, operators and licensed professionals.

Executive recruiting since 1991, powered by identifyd. We make the key hires that solve one of the most common SBA loan blockers: insufficient or unqualified management.

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SBA lending partners
The riskWhat we doThe outcome
The borrower lacks a qualified general manager or operatorRecruit experienced GMs and operators that underwriting requiresA borrower that demonstrates operational capability
A regulated industry requires licensed professionalsRecruit licensed professionals who satisfy lender requirementsLicensing requirements met before close
Management or licensing gaps surface during underwritingIdentify the gaps and recruit to fill required rolesDeals keep moving toward close
Key-person risk after fundingBuild out the full leadership team post-closeStronger loan performance and repayment
  1. Validate (pre-underwriting). We assess whether a borrower can build a qualifying team.
  2. Recruit (during underwriting). We fill required roles to keep deals moving.
  3. Confirm (pre-close). We ensure all personnel requirements are satisfied before funding.
  4. Support (post-close). We help borrowers build out leadership for long-term success.
  • Talent Readiness Assessment: know before you underwrite. Role gaps, hiring feasibility, pay benchmarks and time to fill, available at any stage of the loan.
  • General manager and operator recruiting. Experienced leaders who give underwriting confidence in the borrower's operational capability.
  • Licensed professionals. The licensed roles regulated industries need to qualify and operate.
  • Post-close leadership build-out. The full leadership team that reduces key-person risk after funding.

Why lenders bring us in

Built for SBA requirements

Targeted recruiting for the roles underwriting requires.

Cost-efficient

Platform-driven hiring, with creative or milestone-based structures where appropriate.

Aligned with your timeline

We help you close more loans and reduce risk.

Especially valuable for

  • Non-owner operators
  • Searchers and acquisition entrepreneurs
  • First-time buyers
  • Out-of-industry acquirers
  • Absentee or semi-absentee ownership
  • Regulated or licensed industries

Frequently asked questions

What does the Talent Readiness Assessment include, and when should a lender request it?

It covers role gaps, hiring feasibility, pay benchmarks and time to fill, so you know before you underwrite whether a borrower can build a qualifying team. It is available at any stage of the loan, and is most useful pre-underwriting, when we validate whether the borrower can staff the business.

Can you recruit a general manager before the loan closes?

Yes. We recruit experienced general managers and operators during underwriting to keep deals moving, and we confirm all personnel requirements are satisfied before funding. Insufficient or unqualified management is one of the most common SBA loan blockers, and filling the role early removes it.

How do you help borrowers in licensed or regulated industries?

We recruit the licensed professionals regulated industries need to qualify and operate, so licensing requirements are met before close. If management or licensing gaps surface during underwriting, we identify them and recruit to fill the required roles so the deal keeps moving.

Do you work with the lender, the borrower, or both?

Both. We partner with SBA lenders and work directly with their borrowers: validating the team before underwriting, recruiting required roles during underwriting, confirming personnel requirements before funding, and helping the borrower build out leadership after close.

How long does it typically take to fill a GM or operator role?

Time to fill depends on the role, the industry and the local talent market. Our Talent Readiness Assessment estimates time to fill for each required role up front, so the hiring plan can be matched to the loan timeline before underwriting begins.