SBA LOAN ASSISTANT

SBA LOAN ASSISTANT

Central Bank Provo, UT Job Details Full-time $16

• $24 an hour 3 days ago Benefits Health savings account Health insurance Dental insurance 401(k) Flexible spending account Paid time off Employee assistance program 401(k) matching Retirement plan Qualifications UCC law Customer inquiry handling Administrative experience Data entry Clerical experience Full Job Description General Description
• Support SBA Lending and Servicing teams by assisting with documentation, loan file preparation, customer communication, system entry, and administrative tasks.
• Ensure SBA loan files are complete, accurate, and compliant with Bank and SBA requirements.
• Assist in loan servicing support, documentation collection, and overall departmental organization. Primary Responsibilities
• Assist in preparing SBA loan files for review, closing, and post‑closing.
• Gather required documents including insurance, financials, leases, licenses, tax info, and entity documents.
• Review files for missing items and follow up with customers and third parties.
• Scan, organize, and maintain electronic and physical loan files.
• Prepare basic closing forms and packets.
• Assist customers with routine payment questions, online access, and documentation needs.
• Help officers obtain third‑party reports such as UCC searches, insurance certificates, and title updates.
• Track insurance renewals, business licenses, entity renewals, and other compliance ticklers.
• Assist in annual reviews such as property tax checks.
• Enter loan data and customer information into BankRite or designated systems.
• Assist with loan disbursement packets, lien waivers, and draw documentation.
• Support processing of automatic payments, basic wire requests, and payoff requests.
• Help send notices for rate changes, maturities, renewals, and required updates.
• Assist with filing UCCs and managing continuation/termination filings.
• Coordinate with title companies on title updates and recording confirmations.
• Track DMV title status and support collateral documentation.
• Assist with EIDL subordination documentation gathering.
• Provide basic PPP forgiveness documentation support.
• Monitor Tax Guard, SAM.gov, and CAIVRS results for completeness.
• General filing, copying, scanning, and departmental administrative support.
• Assist with preparation for internal audits and SBA review support.

Other Duties as Assigned Includes general administrative or SBA‑related support tasks such as assisting with audit packets, data entry projects, or loan sales preparation as needed. Additional SBA‑Related Duties Additional responsibilities may be assigned based on departmental needs, including future SBA servicing, draws, documentation, or compliance-related tasks not listed above.

Pay:

$16.00

• $24.

00 per hour

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Health savings account Paid time off Retirement plan

Work Location:

In person