SBA Servicing Team Lead

SBA Servicing Team Lead Fishers, IN Job Details Full-time 1 day ago Benefits Internet reimbursement Paid holidays Health insurance Dental insurance Snacks provided Vision insurance 401(k) matching Professional development assistance Volunteer time off Qualifications Jira Computer operation Financial data reconciliation Operations management Compliance with loan regulations 5 years Writing skills Regulatory compliance Commercial lending Data reporting General ledger maintenance SOX Improving operational efficiency Performance management Mortgage industry Customer inquiry handling System maintenance Team development Hiring Supervising experience Overseeing compliance functions Continuous improvement Team management Quality control Loan servicing Cash management Senior level Escalation handling Communication skills Technical Proficiency Internal controls management Overseeing training Staff development Full Job Description About the

Position:

As the SBA Servicing Team Lead, you will lead the day-to-day administration of SBA loans in PCFS and related systems, ensuring accurate loan boarding, cash management, reconciliations, and reporting while driving system/process improvements and maintaining SBA/SOX compliance through strong team leadership and cross-training.

What You Will Do:

Supervise, coach, and provide training and development opportunities to staff. Provide day-to-day oversight of all SBA loan servicing activities, including general loan administration, cash management, and ongoing system maintenance. Oversee the booking, funding, and quality control of new SBA loans within PCFS to ensure data accuracy and regulatory compliance. Monitor, maintain, and support continuous improvement of the PCFS and Jira platforms on behalf of the Servicing Department, as directed by management. Assist with oversight of Secondary Market Sales and related servicing functions, as assigned. Perform and coordinate reconciliations with accounting for disbursements, DAR, SBA LIP, and other applicable general ledger accounts. Prepare and distribute timely and accurate internal and external reports summarizing loan data, including SBA reporting requirements (e.g., 1502 reporting, undisbursed loans, and maturing loans). Ensure adherence to SBA SOP requirements and First Internet Bank policies and procedures, including the use of compliant forms and documentation. Ensure compliance with SOX guidelines for all servicing-related functions and controls. Set expectations and model superior customer service for the Servicing team by promoting responsiveness, accountability, and professional communication in all borrower and internal partner interactions. Resolve servicing issues, inquiries, and escalations—both verbally and in writing—to ensure customer satisfaction and maintain productive working relationships across the bank. Assist in managing Servicing team performance, including hiring, training, coaching, and ongoing development, and ensure appropriate cross-training across all servicing functions. Perform additional duties as assigned.

What We're Looking For:

A minimum of five years of SBA operations experience in a high-volume environment; in the absence of five years of SBA operations experience, a minimum of two years of SBA operations combined with at least six years of operations experience in mortgage or commercial lending. Prior experience guiding or training others required. Previous supervisory experience preferred. Strong working knowledge of the SBA SOP 5057 and SBA 7a Servicing and Liquidation Matrix. Prior experience with PCFS Loan Manager System preferred . Prior experience with eTran, FTA portal, and MySBA Loan Portal preferred. Excellent written and verbal communication skills . Interpersonal skills to interact positively and effectively with all levels of employees, management, and third parties. Possess excellent multi-tasking skills. Capability of working effectively under limited supervision. Ability to identify issues and opportunities and explore solutions. Ability to create and maintain a positive and cohesive teamwork environment. Ability to meet strict timelines and service level agreements. Strong PC skills required along with an ability to quickly learn new systems.

Working Conditions/Demands:

Professional office setting. Primarily sedentary position requiring long periods of time working at a computer. Must be able to move throughout the office and buildings to obtain or relay information. Must be able to perform the essential functions of the position with or without reasonable accommodation. Who Are We? We're not just another bank and we're not looking for just another employee. Since 1999, First Internet Bank has been dedicated to finding a better way to bank and doing things that have never been done before. Yes, we really were the first state-charted, FDIC insured bank to operate entirely online and we have been leading the way ever since. We seek the game changers, the innovators…those who challenge the status quo because change really is the only constant. Ready to join a team of imaginative, driven individuals like you? It's your career, you deserve to imagine more. Keep reading, we think you will like you what see. Why Join Us? Our success has been driven, in part, by four core competencies

• customer focus, teamwork, adaptability and initiative.

Collectively they define our actions and are at the heart of all we do. As a result, we've been fortunate to have been named numerous times as an Indianapolis Star Top Workplace and one of the Best Banks to Work For! Headquartered in downtown Fishers, our newly-built, state-of-the-art 175,000 square foot facility headquarters was designed with our team in mind and features an 18,000 square foot open air deck named "The Backyard", with fire pits, covered pergola, waterfall and foliage to create a momentary escape from the work day. Beyond that, the onsite fitness center with the latest equipment and ergonomically-designed workstations help promote health and wellness. Have we mentioned free snacks, soft drinks and beer available on tap? Want more? How about unlimited volunteer time off and social events to bring us all together to have some more. Why just imagine more, take the "first" step and apply today. Our benefits package includes the following and so much more: Medical, Dental, and Vision Insurance for Full-Time employees

• Eligibility begins on day one of employment 401(k) Retirement Plan with Generous Match for Full-Time and Part-Time employees
• Eligibility begins on day one of employment Professional Development Reimbursement At Least 3 Weeks Paid Vacation Annually
• For New Employees, Paid Vacation is Adjusted Based on Start Date Eleven Paid Holidays Paid Volunteer Time Annual First Internet Bank-branded merchandise allowance Equal Opportunity Employer
• Women, Minorities, Veterans and Individuals with Disabilities If you are a California resident, you may be entitled to certain rights regarding your personal information.

Additional information about our data collection practices and location specific notices is available on our privacy policy. Click here to read more. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c). Click here to read more.