SBA Loan Portfolio Servicing Officer II

First National Bank of Pennsylvania; Charlotte (NC); On-site; USD 75,000 - 90,000; Full time

Job summary

First National Bank of Pennsylvania in Charlotte, NC is seeking an SBA Portfolio Servicing Officer II to manage a complex SBA loan portfolio and perform servicing actions in line with SBA policies. You will analyze financial statements, prepare deferments, log customer requests, and support the SBA Portfolio Servicing Manager while mentoring new staff as needed.

Strong communication, analytical, and organizational skills with a BA/BS and 5 years of related experience are essential for success in

Qualifications

• BA or BS degree required.
• 5 years of related experience preferred.
• Excellent communication and customer service skills required.
• Strong organizational, analytical and interpersonal abilities.
• Proficiency with MS Word and Excel expected.

Responsibilities

• Analyzes complex financial statements and loan data to assess credit quality and risk.
• Handles customer service calls, logs requests, and tracks statuses.
• Prepares deferments and reviews credit documents affecting repayment.
• Manages a portfolio of SBA loans and exercises appropriate decision-making.
• Assists in collection efforts, including notices and misapplied payments.

Skills

Excellent communication

Customer service

Organizational skills

Project management

Multi-tasking

MS Word

MS Excel

Personal computer usage

Education

BA or BS

Tools

MS Word

MS Excel

Job description

First National Bank of Pennsylvania in Charlotte, NC is seeking an SBA Portfolio Servicing Officer II to manage a complex SBA loan portfolio and perform servicing actions in line with SBA policies. You will analyze financial statements, prepare deferments, log customer requests, and support the SBA Portfolio Servicing Manager while mentoring new staff as needed.

Strong communication, analytical, and organizational skills with a BA/BS and 5 years of related experience are essential for success in