SBA Loan Servicing Associate I

Open Bank; Los Angeles (CA); On-site; USD 50,000 - 80,000; Full time

Job summary

SBA Loan Center in Los Angeles, CA is seeking a Servicing Specialist to assist with SBA loan servicing, filing, data entry, and reporting. The role supports timely financial reporting and post-funding follow-up on SBA loans.

The candidate will handle administrative duties, monitor borrower performance, and help maintain compliance with applicable policies and regulations. Experience in banking is preferred but not required.

Qualifications

• Prior banking experience is preferred but not required.
• Ability to analyze and organize financial information and perform complex financial calculations.
• Familiarity with accounting, loan documentation, and lending functions.

Responsibilities

• Update tickler tracking system to ensure timely receipt of financial reports and insurance evidence from Borrower.
• Follow up on expired financial and insurance ticklers.
• Detect adverse changes in borrowers and report them.
• Review weekly past due reports and contact delinquent borrowers to collect payments.
• Perform administrative tasks including filing, calls, and document production.
• Prepare reports and distribute documents and electronic files as needed.
• Organize information and develop forms, reports, and spreadsheets for analysis.
• Stay informed on applicable policies, practices, regulations, and laws.

Skills

Data entry

Financial reporting

Documentation

Spreadsheets

Administrative tasks

Loan servicing

Accounting knowledge

Education

High school diploma or equivalent

Tools

Microsoft Excel

Job description

SBA Loan Center in Los Angeles, CA is seeking a Servicing Specialist to assist with SBA loan servicing, filing, data entry, and reporting. The role supports timely financial reporting and post-funding follow-up on SBA loans.

The candidate will handle administrative duties, monitor borrower performance, and help maintain compliance with applicable policies and regulations. Experience in banking is preferred but not required.