SBA Reporting 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 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.

• annual paid volunteer time off
• 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.

Enterprise Bank & Trust was founded on the idea of serving the lifetime financial needs of privately-held businesses, their owner families and other success-minded individuals. That concept has remained as our unwavering and guiding vision. We understand that every business is unique, so we tailor our comprehensive array of banking, trust and financial advisory services to fit the needs of our clients, no matter the size. Although we are equipped with the insights and capabilities of the largest financial companies, we provide our clients with the personal relationship afforded at a small community bank. Headquartered in Clayton, MO, Enterprise Bank & Trust operates branch offices in Arizona, Kansas, Missouri, California, New Mexico and Nevada. Enterprise offers a range of business and personal banking services, and wealth management services including financial planning, estate planning, investment management and trust services to businesses, individuals, institutions, retirement plans, and non-profit organizations. Our parent company, Enterprise Financial Services Corp is publicly traded (Nasdaq: EFSC.)