Servicing Officer

Newtek One•,

About The Position

Small Business Lending LLC is looking to add a Servicing Officer to its team. The Servicing Officer will be responsible for supporting borrowers as assigned. The ideal candidate will have excellent communication skills, a strong understanding of banking services/products, and a commitment to delivering a positive customer experience.

Requirements

1–3 years of experience in banking, financial services, or a call center/customer service environment.
Proficiency with Microsoft Office (Word, Excel, Outlook).
Strong verbal and written communication skills.
Ability to handle sensitive information with confidentiality and professionalism.

Nice To Haves

Knowledge of loan servicing processes and financial regulations is a plus.
Bilingual skills (especially Spanish) are a plus.

Responsibilities

Serve as the primary point of contact for the borrower. Handle all borrower phone and correspondence inquiries
Processing insurance claim checks
Assist borrowers with servicing action requests by collecting necessary financial information and uploading information to the portal
Conduct annual requests for updated financial information
Documented quarterly contact of all borrowers in assigned portfolio
Monitor deposit accounts with loan customers for activation or utilization
Document borrower interactions and updates in Newtracker to maintain accurate records
Maintain a high level of knowledge regarding bank products, policies, procedures, and regulatory requirements
Other duties as assigned
Cross-solution other Newtek services to a new or existing customer with the belief that you are creating a partnership and serving the customer by introducing them to additional products or services that assist the business owner in increasing sales, reducing expenses, and minimizing risk.