Senior Associate SBA Review - Atlanta, GA

Mauldin & Jenkins; Atlanta (GA); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive salary

Work/life balance

Continuing education opportunities

Job summary

A regional accounting firm in Atlanta, GA is seeking a Senior Associate for SBA review. The position involves conducting post-closing reviews, ensuring compliance with SBA loan programs, and requires a degree in finance or accounting. Candidates should have prior experience in banking and excellent communication skills. The firm promotes a healthy work/life balance and offers competitive compensation along with a hybrid work model.

Qualifications

• Must possess a valid driver’s license and dependable transportation.
• Ability to interact professionally with clients.
• Knowledge of Federal and State banking laws and regulations.
• Willingness to travel to clients and work occasional weekends/holidays.

Responsibilities

• Assist with SBA loan post-closing reviews.
• Prepare audit work papers and reports.
• Examine client loan files for compliance.
• Prepare audit work papers and client reports following GAAP.
• Review loan files for policy compliance and regulatory adherence.
• Draft client reports and communicate findings with clients.

Skills

Strong verbal and written communication skills

Excellent problem-solving skills

Ability to travel to clients

Travel readiness

Education

College degree in finance, economics, or accounting

Four years of banking, SBA lending, or relevant professional experience

Tools

Advanced Excel

Job description

Senior Associate SBA Review - Atlanta, GA

Description

Mauldin & Jenkins, LLC is seeking an SBA Review Senior Associate in the firm’s credit review practice. The candidate will be required to have obtained a college degree with a major or concentration in finance, economics, or accounting preferred. The candidate will have the opportunity to work in the field and office on engagements involving audits or management services in the financial advisory practice. M&J provides a great opportunity to build your career with a regional accounting firm.

Knowledge Of The Firm

• The Senior Associate is expected to acquire familiarity and understanding of the Firm’s organization, the services which it offers to clients, and its practices and policies relating to professional, administrative, and personnel matters.

General Responsibilities

Senior Associate has the responsibility to always act in the best interest of our clients and the firm. This requires the knowledge of and continued development of technical skills and personal qualifications, including the following:

• An awareness of current operations within the U.S. Small Business Administration (SBA) and relevant updates to the Statement of Procedures (SOP).
• Working knowledge of Federal and State banking laws and regulations at a level sufficient for the review of SBA and Commercial loans.
• Well-rounded knowledge of generally accepted accounting principles and generally accepted auditing standards as defined in accounting and auditing literature.
• Excellent problem-solving skills and the ability to speak and write effectively.
• Ability to travel to clients on a regular basis.
• Must possess a valid driver’s license and dependable transportation.
• Professional appearance in attitude, dress, poise, and conduct.
• Ability to present and communicate in a professional manner with clients.
• Develop proficiency in the use of available resources (Firm manuals, computer software, advanced Excel skills, etc.).
• Ability to work independently to meet deadlines.

Job Responsibilities

• Assist with the study and evaluation of SBA loan post-closing reviews, as well as traditional commercial loan reviews, with knowledge of audit controls for financial institutions.
• Understanding of Small Business Administration (SBA) loan programs and compliance, such as SBA 7a, SBA 504, and USDA.
• The testing of a bank’s internal controls and the determination of whether the controls are effective and can be relied upon.
• Prepare audit work papers and reports in accordance with generally accepted accounting principles.
• Examine client loan level files for compliance and adherence to internal loan policies and federal regulations.
• Ability to draft client reports on a regular basis.
• Ability to interact professionally and work closely with clients and client executives to provide consulting and compliance services.
• Completion of workpapers and documentation of exceptions while adhering to government regulations and policies.

Required Skills/Abilities

• Strong verbal and written communication skills.
• Excellent problem-solving skills.
• Overnight travel up to 50% will be necessary.
• May be required to work and travel weekends and some holidays.

Education And Experience

• Four years of prior banking, SBA lending, underwriting, or loan operations experience, or relative experience with a professional services firm in the banking field.
• College degree with a major or concentration in finance, economics, or accounting preferred.

Office Location

Atlanta, GA. Hybrid remote.

Training

In addition to on-the-job training, all staff will be required to have continuing education, provided by the firm and relative trade organizations throughout the year. Depending on work assignments, you will attend industry-specific training internally and/or externally. We also provide ample opportunities to learn new and innovative skills to become a thought leader within the Accounting and Advisory industry.

Salary

Competitive.

Benefits

At M&J, we do not ask you to give up your personal life for your career; we encourage a healthy work/life balance by providing you with the tools, compensation, and benefits to achieve a high quality of life. To learn more about the benefits we provide, visit mjcpa.com/careers.

Mauldin And Jenkins Culture

Your goals and ideas matter at Mauldin & Jenkins – you are an integral part of our team, working with other like-minded professionals in a technologically advanced, dynamic, and friendly environment. Our dynamic environment provides opportunities for our employees to succeed.

Mauldin & Jenkins, LLC is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, pregnancy, sexual orientation, gender identity and/or expression, age, disability, genetic information, citizenship status, military service obligations, or any other category protected by applicable federal, state, or local law.