SBA Portfolio Analyst

Bank of Hope•Dallas, TX

1d•Onsite

About The Position

As the SBA Portfolio Analyst, you will be responsible for handling transactional and straightforward servicing actions on the existing loan portfolio under the senior officers’ supervision. Answer mainline calls and process transactional servicing actions. Prepare credit memo that are simple or with minor complexity to appropriate lending authority for approval. Analyze financial statements or tax returns to generate relevant ratios including DCRs under the supervision of senior officers. Monitor loan covenants and conditions per loan agreement, collect documents, and follow-up delinquent accounts. Maintain various monitoring and loan status reports. Order various third party provided services. Provide assistance to senior officers. Attend trainings and meetings as assigned. Comply with Bank and U.S. SBA’s established loan policies and procedures. Comply with regulatory requirements including Bank Secrecy Act-Anti Money Laundering, OFAC, US Patriot Act, Privacy Act and Community Reinvestment Act. Other duties and responsibilities assigned by the supervisor.

Requirements

Minimum High School Diploma
Good written and oral communication skills
Ability to define problems, collect data, establish facts, and draw conclusions
Ability to follow various work instructions with a positive attitude

Nice To Haves

Some experience in customer services functions a plus, but not required.

Responsibilities

Handle transactional and straightforward servicing actions on the existing loan portfolio under senior officers’ supervision.
Answer mainline calls and process transactional servicing actions.
Prepare credit memos of simple or minor complexity for lending authority approval.
Analyze financial statements or tax returns to generate relevant ratios including DCRs under supervision.
Monitor loan covenants and conditions per loan agreement.
Collect documents and follow up on delinquent accounts.
Maintain various monitoring and loan status reports.
Order various third-party provided services.
Provide assistance to senior officers.
Attend trainings and meetings as assigned.
Comply with Bank and U.S. SBA’s established loan policies and procedures.
Comply with regulatory requirements including Bank Secrecy Act-Anti Money Laundering, OFAC, US Patriot Act, Privacy Act and Community Reinvestment Act.
Perform other duties and responsibilities assigned by the supervisor.