SBA Loan Servicing Specialist

First Citizens Bank; Raleigh (NC); Remote; USD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive benefits program

Job summary

A prominent banking institution is seeking a remote role for customer support in SBA Lending. This position serves as the main contact for customers post-loan closing, handling inquiries, and ensuring compliance with SBA requirements. Responsibilities include managing accounts, performing operational tasks, and developing customer relationships. Ideal candidates should possess a Bachelor's Degree or equivalent experience in support or operations, with preferred knowledge in SBA processes. A comprehensive benefits program is offered to support associates.

Qualifications

• 0 years of experience required with a Bachelor's Degree or 4 years with a High School Diploma.
• Preferred: Knowledge of SBA, loan closing, and commercial banking.

Responsibilities

• Manage accounts and ensure compliance.
• Perform operational tasks during inquiries.
• Develop relationships with customers.
• Provide troubleshooting assistance.

Skills

Customer service skills

Operations knowledge

Relationship management

Relationship Building

Education

Bachelor's Degree in Support, Operations, or Customer Service

High School Diploma or GED with 4 years of experience

Tools

E-Tran

PCFS (Loan Manager)

Job description

Overview

This is a remote role that may only be hired in the following location(s): NC, SC, VA, FL, GA, TX, AZ. This position supports Bank products or services within SBA Lending, in the execution of advanced operating activities. This role is the primary point of contact for customers after an SBA loan closes. Works directly with FCB SBA borrowers to address issues and responds to inquiries that might arise post loan closing. Facilities post-closing loan disbursements which includes educating customers on the required documentation as well as reviewing all documentation provided and confirming compliance with SBA requirements prior to loan disbursements. Other direct customer communication includes, but is not limited to, financial statement/information collection, insurance management (collection of updated insurance documentation as well claims), and timely payment collection. This position is also responsible to manage all ticklers associated with loans in their portfolio, including but not, limited to tax tracking/monitoring, insurance monitoring, financial statement monitoring, etc. Coordinates with FCB SBA Portfolio Manager on servicing action requests and facilitates the any necessary communication with the borrower. Performs data review of post close documentation (loan booking and closing) to ensure compliance in loan approval including FCB and SBA policies and procedures.

Responsibilities

• Account Servicing - Manages accounts, portfolios, or packages specific to line of business, including creation and termination. Performs data entry, processing, and documentation. Ensures accuracy and compliance with all rules and regulations.
• Operations - Performs various operational tasks that occur during customer, vendor, and/or associate inquiries.
• Service & Support - Develops relationships with customers, associates, or vendors to achieve business goals and streamline service experience. Determines target needs and provides resolution. May handle escalated and complex support issues.
• Business Proficiency - Provides knowledge in area of work. Assists in troubleshooting for both internal and external parties. May assist in promotion and distribution of Bank products or services.

Qualifications

Bachelor's Degree and 0 years of experience in Support, or Operations, or Customer Service OR High School Diploma or GED and 4 years of experience in Support, or Operations, or Customer Service

Preferred Qualifications: Working knowledge of Small Business Administration, loan closing, commercial banking experience, E-Tran, PCFS (Loan Manager), experience in high performing roles, and loan disbursements

Benefits

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.