SBA Portfolio Servicing Specialist I

First National Bank Of Pennsylvania; Charlotte (NC); On-site; USD 65,000 - 105,000; Full time

Job summary

First National Bank Of Pennsylvania in Charlotte, NC is seeking an experienced SBA Portfolio Servicing Officer to manage a portfolio of SBA loans and ensure compliance with SBA policies. The role emphasizes diligent loan servicing, deferment preparation, and accurate file documentation.

You will analyze financial statements, log requests, and coordinate with lending teams to minimize risk while maintaining excellent customer service. BA/BS and at least 3 years' related experience are required.

Qualifications

• BA or BS required for the role.
• Strong communication, organization and analytical abilities.
• Experience handling SBA loan servicing and credit documentation is a plus.

Responsibilities

• Analyzes financial statements and loan performance to assess credit quality.
• Logs and tracks customer service requests and maintains loan files.
• Prepares deferments for review and ensures SBA policy compliance.
• Manages a portfolio of SBA loans and escalates past-due items as needed.
• Generates monthly status reports and coordinates with lending teams.

Skills

Communication

Customer Service

Organizational Skills

Analytical Skills

Interpersonal Skills

Multi-tasking

Office Equipment

PC Proficiency

Education

BA or BS

Job description

First National Bank Of Pennsylvania in Charlotte, NC is seeking an experienced SBA Portfolio Servicing Officer to manage a portfolio of SBA loans and ensure compliance with SBA policies. The role emphasizes diligent loan servicing, deferment preparation, and accurate file documentation.

You will analyze financial statements, log requests, and coordinate with lending teams to minimize risk while maintaining excellent customer service. BA/BS and at least 3 years' related experience are required.