Loan Assistant

StaffEx • tampa, fl, us • 1m ago

Position: Loan Servicing Assistant

Location: Tampa, FL

Industry: Banking

Pay rate: $21-22/hr

Shift: 8am-5pm

Responsibilities:

Provide customer service to lenders and SBA Portfolio Managers including answering inquiries related to loan files, account balances, and payoff requests for SBA 7a and USDA B and I loans
Prepare and submit Annual Review letters to send to the borrowers/guarantors to request updated financials/tax returns, financial statements, etc. and upload into the borrower folder/file in order for the Portfolio Managers to complete the annual review
Pull Credit Reports, LexisNexis, Dunn and Bradstreet and any supporting documentation needed to complete the annual review
Learn (and back-up the SBA and USDA Loan Servicing Specialist) the preparation of the 1502 (Colson) Report. This duty is performed monthly, about 20% of the time
Assist the SBA and USDA Loan Servicing Specialist
Assist the SBA and USDA Packager (and other areas of the Dept), as needed, with pulling reports to complete the packaging of new loans
Submit SBA loan deferment and modification documents to loan servicing and E-Tran
Assist portfolio managers with preparation of loan servicing actions and E-Tran servicing adjustments
Prepare and submit notices to the borrower for late payments, collection, default, and liquidation
Contact the Loan Officer/BDO or Collateral Site Inspection vendor to perform required site inspections for all loans more than 50 days past due; and annual site inspections as required by the SBA SOP
Assist the Portfolio Managers with tracking ticklers and pipeline reports
Upload loans into E-Tran/CAFS/SBA One, new loans (request SBA Authorization), modifications, etc.
Perform any other related duties as required or assigned

Qualifications:

Broad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to a four year college degree, plus 2 years related experience and/or training
Ability to read, analyze, and understand common scientific and technical journals, financial reports, and legal documents
Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane, algebra, solid geometry and trigonometry.
Ability to define problems, collect data, establish facts, and draw valid conclusions
Administrative experience
SBA Experience
Intermediate: Spreadsheet, Word Processing/Typing
Basic: 10-Key, Accounting, Presentation/PowerPoint

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