SBA Operations Representative The Small Business Administrative (SBA) Operations Representative will be responsible for ensuring that all SBA loans are managed, serviced and closed according to the rules and regulations of SBA Standard Operating Procedures (SOP). This role is vital to ensuring the SBA guarantee on each loan is maintained as well as Competition and Markets Authority's (CMA) Preferred Lender Program PLP (Preferred Lender Program/CMA approval authority) status is retained. CMA customer contact will be required for handling the existing legacy book, partner portfolio, and loan closings.
Position Competencies: Successful incumbents possess strong functional and technical skills, proactively inform, have interpersonal savvy, have organizational agility, problem solving skills, and can manage their time well.
Position Responsibilities: * Customer Service -- Initiate and receive communication with customers. * SBA Rules & Regulation validation -- servicing request for existing SBA customers and loan closings. * Data Entry -- SBA government process systems and CMA process systems. * Order Documentation and review/ validate -- SBA SOP and CMA documents. * Post Approval -- SBA SOP and CMA related required forms and filings. * Compliance and Education -- SBA SOP Origination, Servicing (500+ pages) and CMA compliance.
Relocation Relocation assistance is not provided for this position.
Travel Travel is not required for this position.
* Bachelor's degree from an accredited university OR High School with 10 years of SBA experience * 5 years of SBA experience in servicing , closing & processing * 5 years of financial service industry experience * 5 years of experience utilizing Microsoft Office Products including Word, Excel, and PowerPoint
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled