SBA Loan Support Specialist

First Citizens Bank; Scottsdale (AZ); Remote; USD 60,000 - 80,000; Full time

Job summary

First Citizens Bank is seeking a remote SBA Loan Support Specialist in the United States to support SBA loan servicing operations, ensuring data accuracy and regulatory compliance. You will process, maintain, and administer SBA loan accounts while coordinating with internal and external partners to resolve servicing issues across the loan lifecycle.

The role emphasizes customer service excellence, operational efficiency, and strong problem solving as you work with SBA loan systems and perform

Qualifications

• Bachelor's degree or High School Diploma or GED/Equivalent with 4 years' experience in Support, Operations, or Customer Service.
• Experience with SBA loan servicing processes is preferred.
• Strong analytical and organizational skills are required.

Responsibilities

• Maintain and service SBA and commercial loan accounts throughout the loan lifecycle including booking, maintenance, modifications, payoffs, and terminations in compliance with bank and SBA requirements.
• Process operational transactions related to loan servicing, research discrepancies, resolve exceptions, and respond to inquiries from customers, vendors, and internal partners.
• Serve as a subject matter expert for SBA servicing processes, system applications, and procedures; assist with troubleshooting and training of associates.
• Handle loan modifications, assumptions, deferments, and servicing actions; update SBA loan information in internal systems; reconcile general ledger accounts.

Skills

Customer service

Relationship building

Detail orientation

Problem solving

Education

Bachelor's degree or equivalent

Tools

PCFS SBA Loan Manager

SBA E-Tran

Job description

Overview

This is remote role and could be hired in NC, AZ, TX, GA, FL, or SC.

The SBA Loan Support Specialist supports SBA loan servicing operations through the processing, maintenance, and administration of loan accounts. This role is responsible for ensuring data accuracy, regulatory compliance, customer service excellence, and operational efficiency while working with internal and external partners to resolve servicing issues and support loan lifecycle activities.

Responsibilities & Qualifications

Duties & Responsibilities:

• Account Servicing - Maintains and services SBA and commercial loan accounts throughout the loan lifecycle, including booking, account maintenance, modifications, payoffs, and terminations. Ensure all transactions are processed accurately and in compliance with bank and SBA requirements.
• Operations - Processes operational transactions related to loan servicing activities, research discrepancies, resolves exceptions, and responds to customer, vendor, and internal partner inquiries.
• Service & Support - Provides high-quality support to customers and business partners by researching issues, identifying solutions, and resolving complex service requests within established service levels.
• Business Proficiency - Serves as a subject matter resource for SBA servicing processes, system applications, and operational procedures. Assists with troubleshooting, process improvements, and training of less experienced associates.
• Additional Responsibilities - Process SBA loan modifications, assumptions, deferments, and servicing actions. Update and maintain SBA loan information in E-Tran and internal servicing systems. Complete loan booking and verification activities while ensuring compliance with SBA and bank policies. Reconcile general ledger accounts and research balancing differences. Review documentation for completeness and accuracy prior to servicing transactions.

Position Specific Skills:

• Customer service skills
• Builds Productive Relationships
• Detail Oriented
• Problem Solving

Qualifications: Minimum Required Education and Experience: Bachelor's Degree OR High School Diploma or GED/Equivalent and 4 years' experience in Support, or Operations, or Customer Service

Preferred Qualifications:

• Experience servicing SBA 7(a), 504, and SBA Express loans.
• Working knowledge of PCFS SBA Loan Manager and SBA E-Tran systems.
• Experience with loan booking, loan maintenance, modifications, and payoff processing.
• Knowledge of SBA SOP requirements and SBA servicing guidelines.
• Experience performing general ledger reconciliations and balancing activities.
• Strong analytical, problem-solving, and organizational skills.
• Proficiency with Microsoft Excel and other loan servicing systems.

Additional Information

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.