SBA Loan Support Specialist

This is a fully remote position, open to applicants in Arizona, +4 more states.

📋 Description

• Oversee and manage SBA and commercial loan accounts throughout their lifecycle, including the processes of booking, account maintenance, modifications, payoffs, and terminations.

• Execute operational transactions associated with loan servicing activities.

• Investigate discrepancies and resolve exceptions effectively.

• Address inquiries from customers, vendors, and internal partners.

• Analyze issues, determine solutions, and resolve intricate service requests within established service levels.

• Act as a subject matter expert for SBA servicing processes, system applications, and operational procedures.

• Provide assistance with troubleshooting, process enhancements, and training for less experienced team members.

• Manage SBA loan modifications, assumptions, deferments, and servicing actions.

• Update and maintain SBA loan data in E-Tran and internal servicing systems.

• Carry out loan booking and verification tasks while ensuring adherence to SBA and bank policies.

• Reconcile general ledger accounts and investigate balancing discrepancies.

• Review documentation for thoroughness and accuracy prior to servicing transactions.

⛳️ Requirements

• Bachelor's Degree OR High School Diploma or GED/Equivalent with 4 years of experience in Support, Operations, or Customer Service.

• Strong customer service skills.

• Ability to cultivate productive relationships.

• Meticulous attention to detail.

• Proficient in problem-solving.

• Preferred: Experience in servicing SBA 7(a), 504, and SBA Express loans.

• Preferred: Familiarity with PCFS SBA Loan Manager and SBA E-Tran systems.

• Preferred: Background in loan booking, loan maintenance, modifications, and payoff processing.

• Preferred: Understanding of SBA SOP requirements and SBA servicing guidelines.

• Preferred: Experience in performing general ledger reconciliations and balancing tasks.

• Preferred: Strong analytical, problem-solving, and organizational abilities.

• Preferred: Proficiency in Microsoft Excel and other loan servicing systems.

🏝️ Benefits

• Competitive, thoughtfully designed, and high-quality benefits program.

• Benefits information is accessible through First Citizens Bank's benefits program.