SBA Reporting Specialist

2 weeks ago


Kansas City, MO, United States Enterprise Bank and Trust Full time

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 SpecialistJob Description:

Summary

The SBA Reporting Specialist 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

  • Microsoft office suite

  • Google Apps

  • 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  hr@ .

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 .



  • Kansas City, MO, United States Blue Prism Group Full time

    Compliance Reporting Specialist As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise,...


  • Kansas City, MO, United States SS&C Technologies Full time

    As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job...


  • Kansas City, MO, United States SS&C Technologies Full time

    As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job...


  • Kansas City, MO, United States SS&C Technologies Full time

    As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job...

  • Client Engagement

    2 weeks ago


    Kansas City, MO, United States Sun Life Financial Full time

    A leading benefits provider is seeking a Client Engagement Representative in Kansas City to manage reporting and client communications. Applicants should have an associate's degree or equivalent, along with 3 years of administrative experience in healthcare. The role demands advanced MS Office skills and effective communication within all levels of the...


  • Kansas City, MO, United States Kansas City University Full time

    A regional university in Kansas City is seeking an Accountant I to manage various accounting functions. This role involves financial reporting, vendor database maintenance, and assisting with audits and reconciliations. The ideal candidate will possess a BA/BS in Accounting or equivalent experience, understanding of GAAP, strong communication skills, and...


  • Kansas City, MO, United States Kansas City University Full time

    A regional university in Kansas City is seeking an Accountant I to manage various accounting functions. This role involves financial reporting, vendor database maintenance, and assisting with audits and reconciliations. The ideal candidate will possess a BA/BS in Accounting or equivalent experience, understanding of GAAP, strong communication skills, and...


  • Kansas City, MO, United States Kansas City University Full time

    A regional university in Kansas City is seeking an Accountant I to manage various accounting functions. This role involves financial reporting, vendor database maintenance, and assisting with audits and reconciliations. The ideal candidate will possess a BA/BS in Accounting or equivalent experience, understanding of GAAP, strong communication skills, and...


  • Kansas City, MO, United States Armada Full time

    Type: Full Time Location: Kansas City, MO Overtime Exempt: Yes Reports To: ARMADA HQ Travel Requirement: YES, nationwide to support onsite credentialing operations as mission needs require. Security Clearance Required: N/A *************CONTINGENT UPON AWARDING OF GOVERNMENT CONTRACT******** Credentialing Specialists will provide credentialing service and...


  • Kansas City, MO, United States Armada Full time

    Type: Full Time Location: Kansas City, MO Overtime Exempt: Yes Reports To: ARMADA HQ Travel Requirement: YES, nationwide to support onsite credentialing operations as mission needs require. Security Clearance Required: N/A *************CONTINGENT UPON AWARDING OF GOVERNMENT CONTRACT******** Credentialing Specialists will provide credentialing service and...