SBA Reporting & Resolution Specialist

Enterprise Financial Services Corp.; Olathe, Northern (KS, KY); Hybrid; USD 52,000 - 75,000; Full time

Benefits offered by this job

Volunteer time off

Charitable matching

Job summary

Enterprise Bank & Trust in Olathe, KS is seeking an SBA Reporting Specialist to file SBA reports and manage guarantee requests for problem loans. The role acts as the primary SBA liaison, working with Relationship Managers and internal departments to ensure complete, accurate filings.

Essential duties include preparing UPP, Care & Preservation, and Wrap Up reports; tracking expenses and OREO; coordinating with SBA on responses; and maintaining Kansas Notary Public certification.

Qualifications

• High School Diploma or GED required; some college preferred.
• Experience with SBA’s E-Tran portal preferred.
• Background in back-office SBA loan administration strongly preferred.
• UPP preparation experience helpful but not required.
• Prior experience in lending support or special asset support is preferred.

Responsibilities

• Prepare and file Uniform Purchase Package (UPP) reports, Care and Preservation Reports, and Wrap Up Reports with the SBA.
• Collaborate with Relationship Managers (RMs) 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 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.
• Prepare reports for senior management as needed.

Skills

Problem-solving

Attention to detail

Communication

Time management

Teamwork

Confidentiality

Education

High School Diploma or GED

Some college preferred

Tools

Google Docs & Sheets

Microsoft Word & Excel

IBS/FIS

Salesforce

NCino

Job description

Enterprise Bank & Trust in Olathe, KS is seeking an SBA Reporting Specialist to file SBA reports and manage guarantee requests for problem loans. The role acts as the primary SBA liaison, working with Relationship Managers and internal departments to ensure complete, accurate filings.

Essential duties include preparing UPP, Care & Preservation, and Wrap Up reports; tracking expenses and OREO; coordinating with SBA on responses; and maintaining Kansas Notary Public certification.