SBA Loan Support Specialist

First Citizens Bank•Raleigh, NC

1d•Remote

About The Position

The SBA Loan Support Specialist supports SBA loan servicing operations by processing, maintaining, and administering loan accounts. The role focuses on data accuracy, regulatory compliance, customer service, and operational efficiency, working with internal and external partners to resolve servicing issues and support loan lifecycle activities. This is a remote role that may be hired in North Carolina, Arizona, Texas, Georgia, Florida, or South Carolina. The specialist services SBA and commercial loan accounts throughout the loan lifecycle, handles operational transactions and customer inquiries, and serves as a resource on SBA servicing processes and systems. The position also supports process improvements and training for less experienced associates.

Requirements

Bachelor's degree, or a high school diploma or GED/equivalent and four years of experience in support, operations, or customer service.
Customer service skills.
Ability to build productive relationships.
Attention to detail.
Problem-solving skills.

Nice To Haves

Experience servicing SBA 7(a), 504, and SBA Express loans.
Working knowledge of PCFS SBA Loan Manager and SBA E-Tran systems.
Experience with loan booking, loan maintenance, modifications, and payoff processing.
Knowledge of SBA SOP requirements and SBA servicing guidelines.
Experience performing general ledger reconciliations and balancing activities.
Strong analytical, problem-solving, and organizational skills.
Proficiency with Microsoft Excel and other loan servicing systems.

Responsibilities

Maintain and service SBA and commercial loan accounts throughout the loan lifecycle, including booking, account maintenance, modifications, payoffs, and terminations.
Process transactions accurately and in compliance with bank and SBA requirements.
Process loan-servicing transactions, research discrepancies, resolve exceptions, and respond to customer, vendor, and internal partner inquiries.
Research service issues, identify solutions, and resolve complex requests within established service levels.
Serve as a subject matter resource for SBA servicing processes, system applications, and operational procedures.
Assist with troubleshooting, process improvements, and training less experienced associates.
Process SBA loan modifications, assumptions, deferments, and other servicing actions.
Update and maintain SBA loan information in E-Tran and internal servicing systems.
Complete loan booking and verification activities in compliance with SBA and bank policies.
Reconcile general ledger accounts and research balancing differences.
Review documentation for completeness and accuracy before servicing transactions.