Description

• Act as the primary in-house liaison between FirstBank and the SBA lender service provider
• Coordinate loan status updates, documentation flow, servicing actions, and issue resolution
• Review LSP deliverables for accuracy, completeness, and alignment with FirstBank policy and SBA requirements
• Track, escalate, and help resolve operational exceptions and servicing discrepancies

• Ensure SBA loans are accurately boarded into FirstBank’s core system of record 
• Coordinate and reconcile monthly loan payments between the Bank, LSP, and any third-party servicers 
• Assist with tracking SBA guaranty fees, servicing fees, and other operational accounting items 
• Partner closely with Loan Operations and Accounting to support accurate posting and reconciliation

• Maintain internal SBA loan trackers, reports, and dashboards
• Utilize Microsoft Power BI and other internal reporting tools to: Report monthly SBA loan balances o Track portfolio growth and runoff o Report interest income, fee income, and overall SBA portfolio performance
• Reconcile reported balances and income to core system and accounting data
• Prepare recurring monthly and quarterly reports for SBA leadership, finance, credit, and risk teams
• Identify trends, variances, and insights related to portfolio performance and profitability

• Support SBA SOP compliance by maintaining strong documentation and internal controls
• Assist with SBA exams, internal audits, and servicing file requests 
• Track post-closing items including collateral perfection, insurance, UCCs, and servicing ticklers
• Ensure FirstBank maintains appropriate oversight and governance within an outsourced servicing model

• Help build and document internal SBA operational workflows and reporting processes
•  Collaborate with the Director of SBA Lending on process, reporting, and control enhancements as the SBA platform scales
•  Support vendor management efforts by tracking service levels, reporting accuracy, and performance metrics
• Contribute to the long-term development of FirstBank’s SBA operations and reporting infrastructure

• Bachelor’s degree in Business, Finance, Accounting, or related field
• 1–2 years of experience in loan operations, banking, or financial support roles
• Proficiency with Microsoft Excel (sorting, filtering, basic formulas)
• Working knowledge of Power BI or other reporting/dashboard tools
• Working knowledge of SBA 7(a) eligibility and underwriting fundamentals - preferred
• Experience with SBA lending, government‑guaranteed loans, or commercial loan operations - preferred
• Familiarity with loan boarding, payment reconciliation, or core banking systems - preferred
• Experience preparing operational or financial reports - preferred

• Basic understanding of loan servicing, payment processing, or general banking operations
• Strong financial analysis and cash flow assessment skills
• Ability to engage with borrowers and internal stakeholders
• Strong attention to detail and accuracy in reviewing documents and data
• Ability to stay organized, manage multiple tasks, and meet deadlines
• Clear written and verbal communication skills
• Commitment to confidentiality, ethical behavior, and compliance with bank policies
• Ability to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information. 
• Respectful demeanor toward other associates and managers that promotes a positive and professional work environment.
• Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.

FirstBank does not accept unsolicited resumes from agencies and staffing firms. Recruitment agencies and consultants may not submit resumes directly to managers. FirstBank will not pay fees to any third-party agency or company that does not have a signed agreement as an approved vendor. FirstBank in an Equal Opportunity Employer, including disability.