SBA Portfolio Servicing Associate: Loan Docs & Payments

First National Bank Of Pennsylvania; Charlotte (NC); On-site; USD 38,000 - 60,000; Full time

Job summary

F.N.B. Corporation is seeking an SBA Portfolio Servicing Associate in Charlotte, NC, to support the servicing team and internal customers. You will assist Portfolio Servicing Officers with daily tasks such as processing draw requests, wire transfers, and maintaining loan files.

The role emphasizes accuracy, organizational skills, and the ability to manage multiple tasks in a fast-paced environment within Commercial Banking.

Qualifications

• Excellent communication skills, both written and verbal.
• Excellent organizational, analytical and interpersonal skills.
• Detail-oriented with ability to multi-task in a fast-paced environment.
• Proficient with general office equipment and job-related software.

Responsibilities

• Prepares maintenance and servicing legal and credit files.
• Supports Portfolio Servicing Officers with processing draw requests, etc.
• Prepares ECM requests.
• Scans loan and credit files.
• Maintains servicing files.
• Assists with tickler items.
• Assists with organization of loan and credit files.
• Processes wire transfers.

Skills

Excellent communication

Organizational skills

Interpersonal skills

Detail-oriented

Multi-tasking

General office equipment

Personal computer / software

MS Word

MS Excel

SBA loan closing knowledge

Education

High School or GED

Tools

MS Word

MS Excel

Job description

F.N.B. Corporation is seeking an SBA Portfolio Servicing Associate in Charlotte, NC, to support the servicing team and internal customers. You will assist Portfolio Servicing Officers with daily tasks such as processing draw requests, wire transfers, and maintaining loan files.

The role emphasizes accuracy, organizational skills, and the ability to manage multiple tasks in a fast-paced environment within Commercial Banking.