Accounting and Servicing Coordinator - SBA
About The Position
This role supports the Accounting and Loan Servicing teams with daily operational and administrative functions. The coordinator will assist with loan accounting activities, reconciliations, payment processing, and financial record maintenance. They will also coordinate servicing activities for SBA and commercial mortgage loans, ensuring accuracy and compliance. The position involves preparing and maintaining reports, organizing loan files and documentation, and collaborating across departments to resolve discrepancies. Additionally, the role requires assisting with month-end reporting, utilizing technology and AI-enabled tools to improve workflows, and providing administrative support for special projects. Maintaining confidentiality of sensitive information is crucial.
Requirements
- Bachelor's degree in Accounting, Finance, Business Administration, or a related field preferred.
- 1–3 years of experience in accounting, loan servicing, banking, commercial lending, or a related field preferred.
- Basic understanding of accounting principles and financial reporting.
- Basic knowledge of commercial mortgage loans and SBA lending programs.
- Strong computer proficiency, including Microsoft Excel (VLOOKUPs, PivotTables, formulas), Word, PowerPoint, Adobe Acrobat/Nitro, and Microsoft Office Suite.
- Familiarity with AI tools and the ability to leverage technology to improve productivity and streamline processes.
- Excellent organizational skills with exceptional attention to detail.
- Strong written and verbal communication skills.
- Strong interpersonal skills with the ability to build relationships across multiple departments.
- Flexible and adaptable, with the ability to work effectively under the direction of multiple supervisors within Accounting and Loan Servicing.
- Ability to manage multiple priorities while meeting deadlines in a fast-paced environment.
Nice To Haves
- Experience with accounting software or Access-based applications is a plus.
- Self-motivated and proactive problem solver.
- Highly organized with strong time management skills.
- Team-oriented with a collaborative mindset.
- Strong analytical and critical thinking abilities.
- Commitment to accuracy, professionalism, and continuous improvement.
Responsibilities
- Support the Accounting and Loan Servicing teams with daily operational and administrative functions.
- Assist with loan accounting activities, reconciliations, payment processing, and financial record maintenance.
- Coordinate servicing activities for SBA and commercial mortgage loans, ensuring accuracy and compliance with internal procedures.
- Prepare and maintain reports using Excel and other business applications.
- Organize and maintain loan files, accounting records, and supporting documentation.
- Collaborate across departments to resolve discrepancies and ensure timely completion of requests.
- Assist with month-end reporting and other accounting-related projects as needed.
- Utilize technology and AI-enabled tools to improve workflows, increase efficiency, and support data analysis.
- Provide administrative support for special projects and departmental initiatives.
- Maintain confidentiality while handling sensitive financial and customer information.
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What This Job Offers
Career Level
Entry Level
