SBA Operations Specialist II
United Community Bank
full-time
Posted on:
Location Type: Office
Location: Greenville • South Carolina • United States
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Salary
💰 $49,972 - $76,958 per year
About the role
- Assist bank and department personnel with questions related to SBA loans and department processes
- Prepare 1086 participation agreements and book sales for loan sales
- Assist with preparation and submission of required reports to the Fiscal Transfer Agent (FTA), including resolving discrepancies
- Balance related general ledger accounts, including guaranty fee receivable accounts
- Perform accounting functions for the SBA Business Unit, including reconcilement, departmental reporting, investor payments, payments to third parties and government partners
- Carry out various duties requiring extensive knowledge of SBA and bank procedures
- Process LOC maintenance requests
- Update E ‑ Tran liquidation statuses
- Process guaranty fee payments and increases
- Perform wire transfers and internal funds transfers
- Clear exceptions
- Process payoffs to FTA
- Complete E ‑ Tran input and submissions for SBA and SBA Small Loan programs
- Assist in processing draws for SBA construction loans
- Prepare and submit change memos and modifications through E ‑ Tran
- Prepare transcript orders and 4506 ‑ C documentation
- Submit INS/912 clearance requests
- Review boarding data sheets
- Perform other duties as assigned
Requirements
- Bachelor’s degree
- Minimum 5 years’ experience in accounting or loan operations
- Accounting experience and/or education
- Motivated self ‑ starter with the ability to work independently with minimal supervision
- Above ‑ average proficiency in Microsoft Excel and Word
- Strong interpersonal communication and organizational skills
- Excellent customer service and telephone skills
- Exceptional attention to detail
- Participation in all required compliance training, including Bank Secrecy Act/anti ‑ money laundering training and all internal/external training programs, meetings, or seminars
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
accountingSBA loansreconcilementdepartmental reportinginvestor paymentsE-Tranguaranty fee paymentswire transfersfinancial reportingloan operations
Soft Skills
motivated self-starterindependent workinterpersonal communicationorganizational skillscustomer servicetelephone skillsattention to detail
Certifications
Bachelor's degreeBank Secrecy Act traininganti-money laundering training