SBA Portfolio Servicing Associate

F.N.B. CorporationCharlotte, NC
Onsite

About The Position

This position is primarily responsible for customer service for internal customers in the servicing area as well as external customers. The incumbent assists the Portfolio Servicing Officers with daily activities consisting of processing of draws, advances, payments, wire transfers, etc. and also assists with gathering loan documents and maintaining loan files, credit files and servicing files and gathering information for audits and clearing audit exceptions.

Requirements

  • Excellent communication skills, both written and verbal
  • Excellent organizational, analytical and interpersonal skills
  • Detail-oriented
  • Ability to work and multi-task in a fast paced environment
  • Ability to use general office equipment
  • Ability to use a personal computer and job-related software
  • MS Word - Intermediate Level
  • MS Excel - Intermediate Level
  • Experience with commercial loan closing requirements and processes with an emphasis on SBA preferred.

Responsibilities

  • Prepares maintenance and servicing legal and credit files.
  • Supports Portfolio Servicing Officers with processing draw requests, etc.
  • Prepares ECM requests.
  • Scans loan and credit files.
  • Maintains servicing files.
  • Assists with tickler items.
  • Assists with organization of loan and credit files.
  • Processes wire transfers.
  • Performs other related duties and projects as assigned.
  • All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program.
  • Compliance with regulatory laws and company procedures is a required component of all position descriptions.
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