SBA Servicing Team Lead

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.

Requirements

• 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.

Benefits

• Medical, Dental, and Vision Insurance
• 401(k) Retirement Plan with Generous Match
• Professional Development Reimbursement
• At Least 3 Weeks Paid Vacation Annually
• Eleven Paid Holidays
• Paid Volunteer Time
• Annual First Internet Bank-branded merchandise allowance