SBA Reporting Specialist

Enterprise Bank & Trust; Olathe (KS); On-site; USD 55,000 - 75,000; Full time

Job summary

Enterprise Bank & Trust is seeking a SBA Reporting Specialist to manage SBA filings and be the primary liaison with SBA for guarantee requests. The role collaborates with Relationship Managers, SBA Division, and internal departments to ensure accurate and timely filings.

Based in Olathe, KS, and reports to the AVP, Resolution Management Operations Leader. Responsibilities include preparing SBA reports, coordinating with RM's, tracking expenses on problem SBA loans, and supporting special

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 UPP reports, Care and Preservation Reports, and Wrap Up Reports with SBA.
• Serve as primary contact with SBA for guarantee requests and provide info as needed.
• Coordinate responses to denied claims with RMG leadership and RM.
• Track and monitor expenses for problem SBA loans and OREO.
• Coordinate inspections on SBA problem loans and track them.
• Prepare reports for SVP RMG, PLC, and senior management.

Skills

Problem-solving

Attention to detail

Written & verbal communication

Prioritization

Team collaboration

Confidentiality

Education

High school diploma or GED

Some college preferred

SBA E-Tran portal experience

Back-office SBA loan administration

UPP preparation experience

Lending support experience

Tools

Google Docs & Sheets

Microsoft Word & Excel

IBS/FIS

Salesforce

PCFS

NCino

Job description

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.

With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.

Together, there's no stopping you!

Job Title: SBA Reporting Specialist

Job Description:

Summary

The Small Business Administration (SBA) Coordinator is responsible for filing reports with the Small Business Administration (SBA) to initiate the collection of the SBA guarantee amount on defaulted and problem loans within the Bank's SBA Portfolio. This position acts as the primary liaison with the SBA for all pending guarantee requests and works in close collaboration with Relationship Managers, the SBA Division, and internal departments to ensure complete, accurate, and timely filings. This role is based in Olathe, KS and reports to the AVP, Resolution Management Operations Leader.

Essential Duties & 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

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.

Supervisory Responsibilities

• Individual Contributor

Education and/or Experience

• 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

Computer and Software Skills

• Proficiency in Google Docs, Google Sheets, Microsoft Word, and Excel
• Experience with IBS/FIS, SalesForce, PCFS, and NCino is a plus.

Certifications, Licenses, and Registrations

• Kansas Notary Public (or willingness to obtain within 60 days of hire).

Equal Opportunity Statement

Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at [e-mail].

Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live.We are proud to be an Equal Opportunity Employer.All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability.All employment offers are contingent upon the applicant successfully completing both drug and background check screenings.

If you would like more information about your EEO rights as an applicant under the law, please click HERE.