SBA Loan Servicing Specialist II

This position is responsible for performing complex SBA and Commercial Loan Operations activities, including loan boarding, quality assurance reviews, loan maintenance, and documentation review to ensure compliance with bank, regulatory, and investor requirements. The role serves as a key resource for internal partners and supports accurate loan servicing as well as delivers exceptional client service while maintaining compliance with corporate policies and regulatory standards.

• Performs complex and/or non-routine SBA and Commercial administrative tasks exercising significant judgment and discretion in the performance of duties usually in support of a single team within Loan Operations
• Gather, interpret, and transcribe SBA and Commercial complex and non-standard information and/or related files to ensure loan boarding packages are input into core system according to bank, regulatory and investor guidelines. Documents reviewed may include loan approval forms, appraisals, title work, insurance, and all other requirements necessary to properly perfect our collateral position.         
• Process SBA and Commercial complex and non-standard boarding requests, perform Quality Assurance review, and complete complex loan research and maintenance requests in compliance to Bank, regulatory and investor guidelines including proper tracking of SBA guaranty payments
• Assist Account and Business Development Officers with questions regarding loan booking and loan maintenance questions
• Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings and seminar/conferences, ect.
• Adhere to Corporate policies and procedures as proscribed
• Exemplify behaviors in alignment with the bank’s vision, mission, and culture; exhibit professionalism at all times
• Provide work-class service to internal and external clients with a sense of urgency and positive attitude
• Demonstrate exceptional organization and time management skills and the ability to balance competing priorities to meet multiple deadlines
• Compliance Training:  Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.
• Other Duties: This job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

• Bachelor's degree in Finance, Accounting or Business Related or a related field or equivalent education experience can be substituted.
• Minimum 3 years of experience in SBA Loan Processing environment or related role.
• Required Skills:
  • Detailed knowledge of SBA loan documentation requirements and 1502 investor reporting requirements
  • Knowledge of federal and state regulatory requirements
  • Advanced level of communication and organizational skills
  • Familiar with LAS, NCino and Loan Document platforms with a proficient knowledge of Microsoft Excel & Word
  • Knowledge of post-closing administration of SBA loans (7(a), 504, Repurchases and other applicable programs
  • Ability to think critically and problem solve with limited guidance
• Preferred Skills:
  • Familiar with LAS, NCino and Loan Document platforms with a proficient knowledge of Microsoft Excel & Word

• Must be able to pass a criminal background & credit check

• This is a full-time, non-remote position that requires schedule flexibility to work evenings and weekends as needed.

FLSA Status: Non-Exempt

Ready to take your career to the next level? Apply now and become a vital part of our team!

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.