ABL Loan Ops & Portfolio Reporting Specialist

Technology Credit Union; United States; Hybrid; USD 84,000 - 115,000; Full time

Benefits offered by this job

Health Coverage

Income Protection (Life/Disability)

Retirement 401(k) with company match

Paid Holidays (12 days annually)

Paid Time Off (PTO) accrues ~23 days/​

Voluntary Time Off (VTO)

Flexible Spending Accounts

Employee-paid voluntary benefits

Leaves of absence

Job summary

Technology Credit Union is seeking an Asset-Based Lending Operations Specialist to support Tech CU's ABL new business and portfolio management. You will coordinate collateral for daily advances and initial funding, and prepare ABL-specific loan reports as requested.

You will assist the Portfolio Manager with documentation oversight and compliance, working with Relationship Managers to ensure timely reporting and smooth operations in a fast-paced environment.

Qualifications

• BA/BS in business or STEM, or equivalent work experience.
• 3+ years’ experience in loan processing and documentation.
• Strong analytical and problem resolution skills.
• Solid understanding of loan documentation and operational needs.
• Strong organization, verbal and written communication skills.
• Awareness of loan processing rules, regulations, policies and procedures.
• Effective interpersonal skills.
• Ability to navigate multiple software applications; MS Office and financial spreading tools.
• Ability to thrive on a high-energy team.

Responsibilities

• Support Asset-Based Lending new business and loan portfolio management.
• Coordinate collateral support for daily advances and initial funding.
• Prepare ABL loan reports as requested by Tech CU and Tech Capital.
• Maintain documentation management and oversight of ABL processes.
• Assist Relationship Managers with documentation requirements.
• Lead daily loan collection processing and apply to collateral base.
• Perform debtor searches and collateral reconciliations.
• Produce periodic verifications per ABL policies.
• Assist with audit schedules and reporting.

Skills

Analytical skills

Problem solving

Organization

Verbal & written communication

Loan documentation understanding

MS Office

Financial spreading tools

Team collaboration

Education

BA/BS in business or STEM

Tools

MS Office

Financial spreading tools

Job description

Technology Credit Union is seeking an Asset-Based Lending Operations Specialist to support Tech CU's ABL new business and portfolio management. You will coordinate collateral for daily advances and initial funding, and prepare ABL-specific loan reports as requested.

You will assist the Portfolio Manager with documentation oversight and compliance, working with Relationship Managers to ensure timely reporting and smooth operations in a fast-paced environment.