SBA Servicing Specialist I - Booking

First Internet Bank • Fishers, IN

8h • Onsite

About The Position

As the Small Business Administration (SBA) Servicing Specialist I –Booking, you will work with all aspects of portfolio management as it relates to the proper payment, maintenance, onboarding and administration of the loan. Your duties revolve around system-related functions required to support the Small Business Lending department’s servicing and processing operations.

Requirements

• A minimum of two years of experience in commercial/SBA lending required.
• Proficient in Microsoft Office and ability to use and navigate databases.
• Working knowledge of PCFS – Loan Manager required.
• Ability interact positively and effectively with all levels of employees, management, and third parties.
• Excellent written and verbal communication skills.
• Demonstrated ability to complete work in a timely, efficient manner with impeccable accuracy.
• Ability to master new skills and tasks quickly.

Nice To Haves

• A minimum of one year of SBA-specific loan servicing preferred.
• Working knowledge of nCino preferred.

Responsibilities

• Participate in the loan closing and booking process within the core platforms nCino and PCFS Loan Manager, ensuring segregation of duties as defined by SOX.
• Ensure compliance with internal process controls developed around the initial loan booking, and the 2-day quality control audits post-closing.
• Participate in daily cash management and servicing activity, including: Transferring funds between general ledgers, funding accounts, and the wire exchange system as part of the core onboarding process.
• Interface with the Accounting department to balance, research, and report activities related to loan funding.
• Assist with the tracking, reporting, and scheduling of loan closing assignments.
• Assist with monthly CRA reconciliation/verification report.
• Prepare reports for internal and external partners.
• Maintain monthly guaranty fee reporting and adherence on behalf of department.
• Perform system and individual loan maintenance in conjunction with approved servicing requests and actions, ensuring compliance with SOX controls accordingly.
• Provide exceptional customer service while adhering to Bank/departmental standards.
• Perform other duties as assigned.

Benefits

• Medical, Dental, and Vision Insurance for Full-Time employees - Eligibility begins on day one of employment
• 401(k) Retirement Plan with Generous Match for Full-Time and Part-Time employees - Eligibility begins on day one of employment
• Professional Development Reimbursement
• At Least 3 Weeks Paid Vacation Annually - For New Employees, Paid Vacation is Adjusted Based on Start Date
• Eleven Paid Holidays
• Paid Volunteer Time
• Annual First Internet Bank-branded merchandise allowance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed