SBA Loan Support Specialist

First Citizens Bank

. Maintain and service SBA and commercial loan accounts throughout the loan lifecycle, including booking, account maintenance, modifications, payoffs, and terminations .

Posted 11/2/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in SBA loan servicing processes, including modifications, account maintenance, and compliance with SBA policies. Proficient in resolving complex service requests and maintaining accurate loan information in servicing systems.

Highest-signal resume keywords

SBA Loan ServicingLoan ModificationsGeneral Ledger ReconciliationCustomer Service SkillsMicrosoft Excel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan BookingAccount MaintenanceOperational Transactions ProcessingProblem SolvingSBA 7(a) Loan ExperienceSBA 504 Loan ExperienceSBA Express Loan ExperienceSBA SOP KnowledgeLoan MaintenancePayoff Processing

Soft Skills

Detail OrientedRelationship BuildingOrganizational Skills

Tools & Technologies

PCFS SBA Loan ManagerSBA E-Tran

About the role

Key responsibilities & impact

Maintain and service SBA and commercial loan accounts throughout the loan lifecycle, including booking, account maintenance, modifications, payoffs, and terminations
Process operational transactions related to loan servicing activities
Research discrepancies and resolve exceptions
Respond to customer, vendor, and internal partner inquiries
Research issues, identify solutions, and resolve complex service requests within established service levels
Serve as a subject matter resource for SBA servicing processes, system applications, and operational procedures
Assist with troubleshooting, process improvements, and training less experienced associates
Process SBA loan modifications, assumptions, deferments, and servicing actions
Update and maintain SBA loan information in E-Tran and internal servicing systems
Complete loan booking and verification activities while ensuring compliance with SBA and bank policies
Reconcile general ledger accounts and research balancing differences
Review documentation for completeness and accuracy before servicing transactions

Requirements

What you’ll need

Bachelor's Degree OR High School Diploma or GED/Equivalent and 4 years' experience in Support, Operations, or Customer Service
Customer service skills
Builds productive relationships
Detail oriented
Problem solving
Preferred: Experience servicing SBA 7(a), 504, and SBA Express loans
Preferred: Working knowledge of PCFS SBA Loan Manager and SBA E-Tran systems
Preferred: Experience with loan booking, loan maintenance, modifications, and payoff processing
Preferred: Knowledge of SBA SOP requirements and SBA servicing guidelines
Preferred: Experience performing general ledger reconciliations and balancing activities
Preferred: Strong analytical, problem-solving, and organizational skills
Preferred: Proficiency with Microsoft Excel and other loan servicing systems

Benefits

Comp & perks

Competitive, thoughtfully designed and quality benefits program
Benefits information available through First Citizens Bank's benefits program