Accounting and Servicing Coordinator - SBA

Key Responsibilities

• Support the Accounting and Loan Servicing teams with daily operational and administrative functions.
• Aid in loan accounting activities, reconciliations, payment processing, and financial record maintenance.
• Cook up servicing activities for SBA and commercial mortgage loans, ensuring accuracy and compliance with internal procedures.
• Prepare and maintain reports using Excel and other business applications.
• Organize and maintain loan files, accounting records, and supporting documentation.
• Collaborate across departments to resolve discrepancies and ensure timely completion of requests.
• Aid with month-end reporting and other accounting-related projects as needed.
• Utilize technology and AI-enabled tools to improve workflows, increase efficiency, and support data analysis.
• Provide administrative support for special projects and departmental initiatives.
• Maintain confidentiality while handling sensitive financial and customer information.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field preferred.
• 1–3 years of experience in accounting, loan servicing, banking, commercial lending, or a related field preferred.
• Basic understanding of accounting principles and financial reporting.
• Basic knowledge of commercial mortgage loans and SBA lending programs.
• Strong computer proficiency, including Microsoft Excel (VLOOKUPs, PivotTables, formulas), Word, PowerPoint, Adobe Acrobat/Nitro, and Microsoft Office Suite.
• Experience with accounting software or Access-based applications is a plus.
• Familiarity with AI tools and the ability to leverage technology to improve productivity and streamline processes.
• Excellent organizational skills with exceptional attention to detail.
• Strong written and verbal communication skills.
• Strong interpersonal skills with the ability to build relationships across multiple departments.
• Flexible and adaptable, with the ability to work effectively under the direction of multiple supervisors within Accounting and Loan Servicing.
• Ability to manage multiple priorities while meeting deadlines in a fast-paced environment.

PREFERRED ATTRIBUTES

• Self-motivated and proactive problem solver.
• Highly organized with strong time management skills.
• Team-oriented with a collaborative mindset.
• Strong analytical and critical thinking abilities.
• Commitment to accuracy, professionalism, and continuous improvement.