SBA Servicing Specialist - Booking

Position: SBA Servicing Specialist I - Booking

About The Position

As the Small Business Administration (SBA) Servicing Specialist I –Booking, you will work with all aspects of portfolio management as it relates to the proper payment, maintenance, onboarding and administration of the loan. Your duties revolve around system-related functions required to support the Small Business Lending department’s servicing and processing operations.

What You Will Do

• Participate in the loan closing and booking process within the core platforms nCino and PCFS Loan Manager, ensuring segregation of duties as defined by SOX.
• Ensure compliance with internal process controls around the initial loan booking and the 2‑day quality control audits post‑closing.
• Assist with daily cash management and servicing activity, including transferring funds between general ledgers, funding accounts, and the wire exchange system as part of the core onboarding process.
• Interface with the Accounting department to balance, research, and report activities related to loan funding.
• Track, report, and schedule loan closing assignments.
• Assist with monthly CRA reconciliation/verification report.
• Prepare reports for internal and external partners.
• Maintain monthly guaranty fee reporting and adherence on behalf of the department.
• Perform system and individual loan maintenance in conjunction with approved servicing requests and actions, ensuring compliance with SOX controls.
• Provide exceptional customer service while adhering to Bank/departmental standards.
• Perform other duties as assigned.

What We’re Looking For

• Minimum of two years of experience in commercial/SBA lending.
• Minimum of one year of SBA‑specific loan servicing preferred.
• Proficiency in Microsoft Office and ability to use and navigate databases.
• Working knowledge of PCFS – Loan Manager required.
• Working knowledge of nCino preferred.
• Ability to interact positively and effectively with all levels of employees, management, and third parties.
• Excellent written and verbal communication skills.
• Demonstrated ability to complete work in a timely, efficient manner with impeccable accuracy.
• Ability to master new skills and tasks quickly.

Working Conditions/Demands

• Professional office setting.
• Primarily sedentary position requiring long periods of time working at a computer.
• Must be able to move throughout the office and buildings to obtain or relay information.
• Must be able to perform the essential functions of the position with or without reasonable accommodation.

Who Are We?

First Internet Bank has been dedicated to finding a better way to bank since 1999. We are the first state‑charted, FDIC‑insured bank to operate entirely online and we have been leading the way ever since. We seek the game changers, the innovators…those who challenge the status quo because change really is the only constant. Join a team of imaginative, driven individuals and shape your career.

Why

Join Us?

Our success is driven by four core competencies—customer focus, teamwork, adaptability, and initiative. We have been named numerous times as an Indianapolis Star Top Workplace and one of the Best Banks to Work For! Our headquarters in downtown Fishers features a 175,000‑square‑foot facility with an open‑air deck, fitness center, free snacks, and unlimited volunteer time off.

Our Benefits Package Includes the Following And So Much More

• Medical, Dental, and Vision Insurance for Full‑Time employees – eligibility begins on day one of employment.
• 401(k) Retirement Plan with generous match for Full‑Time and Part‑Time employees – eligibility begins on day one of employment.
• Professional Development Reimbursement.
• At least 3 weeks paid vacation annually – for new employees, paid vacation is adjusted based on start date.
• Eleven paid holidays.
• Paid volunteer time.
• Annual First Internet Bank‑branded merchandise allowance.

Equal Opportunity Employer

Women, Minorities, Veterans and Individuals with Disabilities.

Privacy & Data Collection

For California residents, you may be entitled to certain rights regarding your personal information. Additional information about our data collection practices and location‑specific notices is available on our privacy policy.

Compensation Disclosures

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Employees with access to compensation information cannot disclose it to individuals who do not otherwise have access, unless the disclosure is in response to a formal complaint or charge, in furtherance of an investigation, proceeding, hearing, or action, or consistent with the contractor’s legal duty to furnish information (41 CFR 60‑1.35(c)).

Seniority

Level

• Entry level

Employment Type

• Full‑time

Job Function

• Administrative

Industries

• Banking

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