SBA Servicing Specialist I - Booking

About the Position:

As the Small Business Administration (SBA) Servicing Specialist I -Booking, you will work with all aspects of portfolio management as it relates to the proper payment, maintenance, onboarding and administration of the loan. Your duties revolve around system-related functions required to support the Small Business Lending department's servicing and processing operations.

What You Will Do:

• Participate in the loan closing and booking process within the core platforms nCino and PCFS Loan Manager, ensuring segregation of duties as defined by SOX.
  • Ensure compliance with internal process controls developed around the initial loan booking, and the 2-day quality control audits post-closing.
• Participate in daily cash management and servicing activity, including:
  • Transferring funds between general ledgers, funding accounts, and the wire exchange system as part of the core onboarding process.
  • Interface with the Accounting department to balance, research, and report activities related to loan funding.
• Assist with the tracking, reporting, and scheduling of loan closing assignments.
• Assist with monthly CRA reconciliation/verification report.
• Prepare reports for internal and external partners.
• Maintain monthly guaranty fee reporting and adherence on behalf of department.
• Perform system and individual loan maintenance in conjunction with approved servicing requests and actions, ensuring compliance with SOX controls accordingly.
• Provide exceptional customer service while adhering to Bank/departmental standards.
• Perform other duties as assigned.

What We're Looking For:

• A minimum of two years of experience in commercial/SBA lending required.
• A minimum of one year of SBA-specific loan servicing preferred.
• Proficient in Microsoft Office and ability to use and navigate databases.
• Working knowledge of PCFS - Loan Manager required.
• Working knowledge of nCino preferred.
• Ability interact positively and effectively with all levels of employees, management, and third parties.
• Excellent written and verbal communication skills.
• Demonstrated ability to complete work in a timely, efficient manner with impeccable accuracy.
• Ability to master new skills and tasks quickly.

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?

At First Internet Bank, our workplace is built around people. Guided by four core competencies-Collaborate to Win, Adapt with Agility, Decide for Impact, and Put People First-we've created an environment where individuals feel empowered, supported, and inspired to do their best work. This commitment to collaboration and growth has earned meaningful recognition, including being named a Top Workplace multiple times and one of the Best Banks to Work For. We're proud of these honors because they reflect what matters most to us: our team.

This culture comes to life at our 175,000-square-foot headquarters in downtown Fishers, designed with our people in mind. Inside, you'll find thoughtfully designed workspaces, an onsite fitness center and The Backyard, our 18,000-square-foot open-air deck with fire pits, covered pergolas, a waterfall, and plenty of greenery for stepping away and recharging. Add free snacks, soft drinks, beer on tap, unlimited volunteer time off, continuous education opportunities for development and regular team events, and you'll find plenty of ways we support connection and a great workday.

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.