SBA Reporting Specialist – Entry Level

Enterprise Bank & Trust

Olathe (KS)

On-site

USD 45,000 - 60,000

Full time

14 days+

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Job summary

Enterprise Bank & Trust in Olathe, KS is seeking an SBA Reporting Specialist to file reports with the Small Business Administration, serve as the primary liaison for guarantee requests, and support the SBA portfolio with accurate, timely filings. The role collaborates with Relationship Managers, the SBA Division, and internal departments to ensure complete documentation.

Based in Olathe, this individual contributor position reports to the AVP, Resolution Management Operations Leader and requires

Qualifications

  • High School Diploma or GED required; some college preferred.

Responsibilities

  • Prepare and file Uniform Purchase Package (UPP) reports, Care and Preservation Reports, and Wrap Up Reports with the SBA.
  • Serve as the primary associate responsible for communication with the SBA on guarantee requests.
  • 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.
  • Prepare reports for the SVP of RMG, PLC, and senior management as needed.
  • Interact with Compliance, Legal, and Audit for SBA recordkeeping purposes.

Skills

Problem-solving
Organizational skills
Written & verbal communication
Time management
Team player
Confidentiality

Education

High School Diploma or GED

Tools

Google Docs/Sheets
Microsoft Word/Excel
IBS/FIS
SalesForce
PCFS
NCino

Job description

Enterprise Bank & Trust in Olathe, KS is seeking an SBA Reporting Specialist to file reports with the Small Business Administration, serve as the primary liaison for guarantee requests, and support the SBA portfolio with accurate, timely filings. The role collaborates with Relationship Managers, the SBA Division, and internal departments to ensure complete documentation.

Based in Olathe, this individual contributor position reports to the AVP, Resolution Management Operations Leader and requires

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