SBA Reporting Associate — Entry Level

Enterprise Bank & Trust; Lenexa (KS); On-site; USD 52,000 - 72,000; Full time

Job summary

Enterprise Bank & Trust in Kansas is seeking an SBA Reporting Specialist based in Olathe to file reports with the SBA and manage guarantee requests. The role partners with Relationship Managers, the SBA Division, and other departments to ensure accurate, timely filings.

This position is based in Olathe, KS and reports to the AVP, Resolution Management Operations Leader. You will prepare Uniform Purchase Package reports, track SBA loan expenses, and maintain SBA servicing procedures.

Qualifications

• Strong problem-solving and organizational skills.
• High attention to detail and a high degree of accuracy.
• Excellent written and oral communication abilities.
• Ability to prioritize tasks and manage time independently or within a team.
• Team-oriented with a positive and collaborative attitude.
• Able to maintain confidentiality and handle sensitive information appropriately.

Responsibilities

• Prepare and file Uniform Purchase Package (UPP) reports, Care and Preservation Reports, and Wrap Up Reports with the SBA. Collaborate with Relationship Managers (RM's) in the preparation of these reports.
• Serve as the primary associate responsible for communication with the SBA on guarantee requests. Provide supplemental information to the SBA as requested in a timely manner.
• 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, Problem Loan Committee (PLC), and senior management as needed.
• Work with the SBA Department as needed
• Support special projects as assigned, potentially outside of SBA scope.
• Become familiar with SBA Servicing and Liquidation Procedures. Attend and complete training related to SBA servicing and liquidation procedures.
• Interact with Compliance, Legal, and Audit for SBA recordkeeping purposes.
• Obtain and maintain Kansas Notary Public certification.
• Assist RMG Operations as needed

Skills

Problem solving

Attention to detail

Communication skills

Time management

Teamwork

Confidentiality

Education

High School Diploma or GED

Some college preferred

Tools

Google Docs

Google Sheets

Microsoft Word

Excel

IBS/FIS

SalesForce

PCFS

NCino

Job description

Enterprise Bank & Trust in Kansas is seeking an SBA Reporting Specialist based in Olathe to file reports with the SBA and manage guarantee requests. The role partners with Relationship Managers, the SBA Division, and other departments to ensure accurate, timely filings.

This position is based in Olathe, KS and reports to the AVP, Resolution Management Operations Leader. You will prepare Uniform Purchase Package reports, track SBA loan expenses, and maintain SBA servicing procedures.