Commercial Servicing Specialist II

Security Service Federal Credit Union; San Antonio (TX); On-site; USD 50,000 - 75,000; Full time

Job summary

Security Service Federal Credit Union in San Antonio, TX seeks a Commercial Loan Servicing Specialist to handle a variety of loan servicing tasks, including payments, statements, and document uploads. You will work with UCC filings, tax tracking, and insurance monitoring while maintaining accuracy under tight deadlines.

Excellent communication and organizational skills are essential. The role requires experience with commercial loan administration and a proactive approach to process improvements

Qualifications

• High school diploma or equivalent.
• 3+ years Commercial Loan Administration experience.
• Exposure to Abrigo/Sageworks, iLien and Lereta.
• Proactive approach to improve department efficiency.
• Strong customer service and communication skills.
• Able to work in a high-volume environment with professionalism.
• Knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook, Access).
• Research and use Internet effectively.
• Work independently in a fast-paced, deadline-driven setting.
• Organize duties and multitask to meet priorities.
• Excellent organization and priority management.
• Self-motivated with ability to manage own schedule.

Responsibilities

• Complete servicing of commercial loans per policy.
• Books/Boards new loans to the core timely.
• File maintenance of loans (rate adjustments, etc.).
• Process loan payments daily as needed.
• Assist with UCC Monitoring and Tax Tracking.
• Upload loan documents into Sageworks promptly.
• Monitor insurance, real estate tax receipts, and UCC ticklers.
• Reach out to members and vendors to verify information.
• Generate loan statements and amortization schedules.
• Support loan servicing tasks to align with company values.

Skills

Customer service

Communication skills

Organization

Multitasking

Research skills

Education

High school diploma or equivalent

Tools

Abrigo/Sageworks

iLien

Lereta

Microsoft Office

Job description

What You Will Do

This position is accountable to complete a variety of tasks and responsibilities associated with the servicing of commercial loans, i.e., conventional, construction, C&I and SBA loans with established department policies, procedures and processes. Books/Boards new loans to the core in a timely manner. Performs file maintenance of loans as needed such as interest rate adjustments, etc. Processes loan payments on a daily basis as needed. Assists with monthly UCC Monitoring as well as Tax Tracking, reviewing reports with the management team and processing as needed. Researches and resolves problem loan issues. Responsible for uploading loan documents into Sageworks in a timely manner. Provides ongoing monitoring of all insurance, real estate tax receipts, and UCC filings ticklers. Ensures the Credit Union is protected by staying current with these tracking items. Reaches out to the members and vendor companies as needed to ensure that the information is current and correct. Assists Security Service Federal Credit Union members via telephone, e-mail and written correspondence to execute all tasks associated with loan servicing including generating loan statement, research of loan payments, establishing ACH loan payments, providing amortization schedules and other related type of requests. Completes any other job-related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization's Values.

What You Will Do

This position is accountable to complete a variety of tasks and responsibilities associated with the servicing of commercial loans, i.e., conventional, construction, C&I and SBA loans with established department policies, procedures and processes. Books/Boards new loans to the core in a timely manner. Performs file maintenance of loans as needed such as interest rate adjustments, etc. Processes loan payments on a daily basis as needed. Assists with monthly UCC Monitoring as well as Tax Tracking, reviewing reports with the management team and processing as needed. Researches and resolves problem loan issues. Responsible for uploading loan documents into Sageworks in a timely manner. Provides ongoing monitoring of all insurance, real estate tax receipts, and UCC filings ticklers. Ensures the Credit Union is protected by staying current with these tracking items. Reaches out to the members and vendor companies as needed to ensure that the information is current and correct. Assists Security Service Federal Credit Union members via telephone, e-mail and written correspondence to execute all tasks associated with loan servicing including generating loan statement, research of loan payments, establishing ACH loan payments, providing amortization schedules and other related type of requests. Completes any other job-related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization's Values.

What We Require

• High school diploma or equivalent.
• Minimum of three (3) years Commercial Loan Administration experience with a financial institution or equivalent customer service experience with 1-year financial institution experience.
• Exposure to Abrigo/Sageworks system, iLien and Lereta.
• A proactive approach for improving the efficiency of the department.
• Strong customer service and communication (verbal, written, listening) skills.
• Able to work in a high-volume environment, maintaining a professional demeanor.
• Knowledge of Microsoft Office software: Word, Excel, PowerPoint, Outlook, and Access.
• Able to research and use Internet efficiently.
• Work independently in a high paced, deadline driven environment.
• Organize duties and perform multiple tasks simultaneously.
• Excellent organization, critical deadline monitoring, and ability to prioritize and expedite requests.
• Demonstrated self-motivation by managing own work schedule while keeping pace with priorities of management.

Ideal Candidate Will Have

• The ability to read and interpret legal documents.
• The ability to adapt to change quickly.
• Must be a self-starter.
• The ability to multitask in order to meet departmental service level agreements.
• Perform moderately complex administrative, transactional, operations and customer support tasks.
• The ability to prioritize work, meet deadlines, achieve goals and work under pressure in a dynamic and complex work environment.
• Outstanding problem-solving skills and ability.
• Knowledge and understanding of federal, state and NCUA regulations.
• The ability to work independently as well as with a team.