SBA Reporting Specialist

SBA Reporting Specialist at Enterprise Bank and Trust summary:

The SBA Reporting Specialist manages the preparation and filing of reports with the Small Business Administration pertaining to problem and defaulted SBA loans, ensuring accurate and timely communication. This role serves as the primary liaison between the bank and the SBA, coordinating with internal teams and external partners to track problem loans and monitor related expenses. The position requires strong organizational skills, attention to detail, and familiarity with SBA servicing procedures and loan administration systems.

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!

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…