United Community · 16 hours ago
SBA Operations Specialist II
United Community is seeking a detail-oriented SBA Operations Specialist II to support the reporting, processing, and accounting functions within the SBA Division. This role plays an important part in maintaining the accuracy, compliance, and operational effectiveness of SBA loan processes and departmental activities.
Banking
Responsibilities
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
Qualification
Required
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
Must be able to pass background & credit check
This is a full-time, non-remote position
Company
United Community
Since 1950, United Community has been driven to provide best-in-class service as we work to improve the financial well-being of the people and communities we serve.