Part Time - SBA Specialist
Job in
Lehi, Utah County, Utah, 84043, USA
Listed on 2026-10-30
Listing for:
Cache Valley Bank
Part Time
position Listed on 2026-10-30
Job specializations:
-
Finance & Banking
Loan Servicing, Banking Operations, Financial Compliance, Banking & Finance
Job Description & How to Apply Below
- Work with Loan Officers, Borrowers, Related 3rd parties to service and monitor the SBA Portfolio
- Verify that required documentation for closing a loan is correct per Bank and SBA policy and procedure.
- Review and Prepare all Loan files to meet Bank and SBA Standards
- Understand and utilize SBA Servicing and Liquidation as well as Origination SOP(s)
- Stay up to date with SBA eligibility rules and SOP revisions and attend SBA training.
- Stay up to date with Bank rules and revisions and attend Bank training courses.
- Prepare Purchase Demand Kits
- Re-amortize All SBA loans annually at a minimum.
- Work on EIDL Subordinations for new SBA loans.
- Audit SBA Loan Files prior to closing to verify all is correct.
- Help customers with wires, online problems, automatic payments and customer questions on their loans. Respond to email and telephone issues.
- Help with loan reviews by bank and outside auditors
- Manage Tax Guard, CAIVRS and SAMs
- Review property taxes annually and notify officers of delinquent taxes
- Review business licenses annually
- Monitor ticklers set up on loans
- Take care of E-Oscar credit issues
- Refund or waive late fees as requested
- Take care of record retention of loans annually
- Prepare loan payoff quotes
- Take care of paid off loans- release collateral
- Sending notices for payments, late payments, rate changes, entity renewals, and loan maturity
- Requesting current financial documentation, renewed insurance, renewed leases, renewed licenses, etc.
- Ensuring refinanced collateral has been released by other lienholders
- Management of DMV communications and issuance of titles
- Monitoring tax payments and delinquent taxes
- Weekly management of amortized fees
- SBA Audit Support
- Manage construction draws and disbursements until the loan is fully funded, assist with any issues that may arise during draw/disbursement process
- Complete site visits for collateral inspections and construction projects
- Provide documentation support to the SBA Manager, Assistant Manager, and future Loan Officers
- Collect all necessary items for loan files and ensure all documents are received and completed per SBA requirements
- Knowledge of SBA required forms
- Stay up to date with SBA eligibility rules and SOP revisions and attend SBA trainings
- Other duties as assigned
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