SBA Loan Servicing & Documentation Specialist

First National Bank; Charlotte (NC); On-site; USD 45,000 - 65,000; Full time

Job summary

First National Bank in Charlotte, NC is seeking an SBA Portfolio Servicing Associate to support Portfolio Servicing Officers and deliver exceptional service to internal teams and external customers. You will assist with processing draws, advances, payments, wire transfers, and gathering loan documents for audits.

Daily duties include scanning files, maintaining servicing records, and supporting SBA‑focused loan closing activities.

Qualifications

• Excellent communication skills, both written and verbal.
• Excellent organizational, analytical and interpersonal skills.
• Detail-oriented.
• Ability to work and multi-task in a fast paced environment.
• Ability to use a personal computer and job-related software.

Responsibilities

• Prepares maintenance and servicing legal and credit files.
• Supports Portfolio Servicing Officers with processing draw requests, etc.
• Prepares ECM requests.
• Scans loan and credit files.
• Maintains servicing files.
• Assists with tickler items.
• Assists with organization of loan and credit files.
• Processes wire transfers.
• Performs other related duties and projects as assigned.

Skills

Communication skills

Organization skills

Detail-oriented

Multitasking

Office equipment

PC skills

MS Word

MS Excel

SBA experience

Education

High School or GED

Job description

First National Bank in Charlotte, NC is seeking an SBA Portfolio Servicing Associate to support Portfolio Servicing Officers and deliver exceptional service to internal teams and external customers. You will assist with processing draws, advances, payments, wire transfers, and gathering loan documents for audits.

Daily duties include scanning files, maintaining servicing records, and supporting SBA‑focused loan closing activities.