Collections & Servicing Coordinator

Peachtree Group•University Park, TX

12d•Onsite

About The Position

Peachtree Group is a diversified commercial real estate investment platform with a broad range of integrated investment, lending, and advisory services. Through its lending platform, Peachtree provides financing solutions across multiple commercial real estate asset classes, including SBA lending. We are seeking a highly organized and customer-focused Collections/Servicing Coordinator to join our growing SBA team in Dallas. The Collections/Servicing Coordinator is responsible for supporting the servicing and collection activities of Peachtree Group's SBA loan portfolio. This role serves as a primary point of contact for borrowers, helping ensure timely loan payments while maintaining exceptional customer service. The ideal candidate is detail-oriented, organized, and able to effectively communicate with borrowers while working collaboratively across servicing, underwriting, closing, accounting, and asset management teams.

Requirements

Bachelor's degree preferred; equivalent professional experience will be considered.
2+ years of experience in loan servicing, collections, commercial lending, banking, or financial services preferred.
Previous SBA lending experience is strongly preferred.
Knowledge of commercial loan servicing processes and collections practices.
Strong customer service and communication skills.
Excellent organizational skills with exceptional attention to detail.
Ability to prioritize multiple tasks in a fast-paced environment.
Proficiency in Microsoft Office Suite, including Excel, Word, Outlook, and PowerPoint.
Experience working with loan servicing platforms or banking software is preferred.
Ability to work independently while collaborating effectively within a team environment.

Nice To Haves

Working knowledge of SBA 7(a) loan servicing guidelines.
Strong analytical and problem-solving abilities.
Professional written and verbal communication skills.
High level of integrity and discretion when handling confidential information.
Ability to build positive relationships with borrowers while maintaining firm collection standards.
Experience working with payment processing, escrow administration, or loan documentation is a plus.

Responsibilities

Monitor SBA loan portfolio for payment activity and delinquency trends.
Contact borrowers regarding past due payments and work toward timely resolution.
Maintain accurate servicing and collections records within the loan servicing system.
Respond to borrower inquiries regarding loan balances, payment history, escrow accounts, and servicing requests.
Coordinate payment arrangements and follow established collection procedures.
Prepare and distribute payment reminders, delinquency notices, and servicing correspondence.
Assist with loan modifications, assumptions, deferments, and other servicing transactions as needed.
Review loan files to ensure servicing documentation remains complete and compliant.
Collaborate with internal departments to resolve servicing issues efficiently.
Escalate high-risk or complex collection matters to management when appropriate.
Assist with SBA reporting requirements and servicing documentation.
Support portfolio reviews, audits, and regulatory examinations.
Generate servicing reports and monitor portfolio performance metrics.
Ensure compliance with SBA Standard Operating Procedures (SOP), company policies, and applicable regulations.
Maintain professionalism and confidentiality while interacting with borrowers and business partners.
Perform additional duties and special projects as assigned.