SBA Reporting Specialist

Enterprise Bank & Trust•Olathe, KS

1d•Onsite

About The Position

The Small Business Administration (SBA) Coordinator is responsible for filing reports with the Small Business Administration (SBA) to initiate the collection of the SBA guarantee amount on defaulted and problem loans within the Bank’s SBA Portfolio. This position acts as the primary liaison with the SBA for all pending guarantee requests and works in close collaboration with Relationship Managers, the SBA Division, and internal departments to ensure complete, accurate, and timely filings. This role is based in Olathe, KS and reports to the AVP, Resolution Management Operations Leader.

Requirements

Strong problem-solving and organizational skills.
High attention to detail and a high degree of accuracy.
Excellent written and oral communication abilities.
Ability to prioritize tasks and manage time independently or within a team.
Team-oriented with a positive and collaborative attitude.
Able to maintain confidentiality and handle sensitive information appropriately.
High School Diploma or GED required
Proficiency in Google Docs, Google Sheets, Microsoft Word, and Excel

Nice To Haves

some college preferred
Experience with SBA’s E-Tran portal preferred.
Background in back-office SBA loan administration strongly preferred.
UPP preparation experience helpful but not required
Prior experience in lending support or special asset support is preferred
Experience with IBS/FIS, SalesForce, PCFS, and NCino is a plus.
willingness to obtain Kansas Notary Public certification within 60 days of hire

Responsibilities

Prepare and file Uniform Purchase Package (UPP) reports, Care and Preservation Reports, and Wrap Up Reports with the SBA. Collaborate with Relationship Managers (RM’s) in the preparation of these reports.
Serve as the primary associate responsible for communication with the SBA on guarantee requests. Provide supplemental information to the SBA as requested in a timely manner.
Coordinate responses to any denied claims with the head of RMG and the appropriate RM
Track and monitor expenses associated with problem SBA loans and OREO.
Coordinate inspections on SBA problem loans.
Track problem SBA loans.
Prepare reports for the SVP of RMG, Problem Loan Committee (PLC), and senior management as needed.
Work with the SBA Department as needed
Support special projects as assigned, potentially outside of SBA scope.
Become familiar with SBA Servicing and Liquidation Procedures. Attend and complete training related to SBA servicing and liquidation procedures.
Interact with Compliance, Legal, and Audit for SBA recordkeeping purposes.
Obtain and maintain Kansas Notary Public certification.
Assist RMG Operations as needed