Entry-Level SBA Reporting Specialist

Enterprise Bank & Trust; Overland Park (KS); On-site; USD 52,000 - 75,000; Full time

Job summary

Enterprise Bank & Trust is seeking an SBA Reporting Specialist to file SBA reports and act as the primary liaison for guarantee requests. The role collaborates with Relationship Managers, the SBA Division, and internal departments to ensure timely, accurate filings.

Based in Olathe, KS, reporting to the AVP, Resolution Management Operations Leader. Responsibilities include preparing UPP reports, coordinating with RM's, tracking expenses on SBA loans, and supporting special projects as needed.

Qualifications

• Strong problem-solving and organizational skills.
• Excellent written and oral communication abilities.
• Ability to prioritize tasks and work independently or within a team.

Responsibilities

• Prepare and file Uniform Purchase Package (UPP) reports, Care and Preservation Reports, and Wrap Up Reports with the SBA.
• Serve as the primary associate responsible for communication with the SBA on guarantee requests.
• 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, PLC, and senior management as needed.
• Work with the SBA Department as needed.
• Support special projects as assigned, potentially outside SBA scope.

Skills

Problem solving

Attention to detail

Communication

Time management

Teamwork

Confidentiality

Education

High School Diploma or GED

Some college

Back-office SBA loan experience preferred

Tools

Google Docs

Google Sheets

Microsoft Word

Excel

IBS/FIS

SalesForce

PCFS

NCino

Job description

Enterprise Bank & Trust is seeking an SBA Reporting Specialist to file SBA reports and act as the primary liaison for guarantee requests. The role collaborates with Relationship Managers, the SBA Division, and internal departments to ensure timely, accurate filings.

Based in Olathe, KS, reporting to the AVP, Resolution Management Operations Leader. Responsibilities include preparing UPP reports, coordinating with RM's, tracking expenses on SBA loans, and supporting special projects as needed.