OSF Servicing Account Manager II

About the role

We manage a portfolio of commercial lending loans, ranging between 30 to 80 loans from $25K to $35mm in loan size. This includes all specific product types. You will collect and analyze financial statements and tax returns, commission statements, and other documents to support collateral, risk assessment, and detailed loan reviews.

Responsibilities

• Collect and analyze financial statements and tax returns, commission statements and any other documents that support collateral, risk assessment, and detailed review of your loans for the Oak Street and Franchise Lines of Business.
• Maintain ongoing communication with all appropriate Sales, Underwriting, and Legal staff on the status of loans.
• Evaluate performance each month on assigned portfolio that loans are within compliance of the loan model and guidelines.
• Perform financial analysis as well as compliance, performance, and cash flow assessments for Oak Street Lines of Business.
• Provide analysis results and Month End reporting package to Management.
• Independently monitor and service multiple loans at a time with little supervision.
• Review UCC filings for UCC perfection to ensure collateral is protected.
• Pre-Close introduction calls before loan funding explaining post close requirements and Servicing's role throughout the life of the loan.
• Work and communicate directly with borrowers to monitor and manage their loan portfolio on an ongoing basis.
• Analyze financial statements, review of collateral, validate additional collateral support, and answer any questions borrowers may have.
• Understand, analyze, and be able to verbally communicate regarding loan collateral and related contracts, including loan documents, related statements, or financials.
• Ensure all cash collateral accounts are sufficiently funded and reconciled daily, this includes daily monitoring and updating of Servicing Logs.
• Communicate with customers to understand if cash is missing and work with customers to get loans back in compliance with legal documents.
• Review and process CCA releases per Loan Document requirements to borrowers daily.
• Utilize financial software tools to prepare, import and analyze policy level detail for RIA, CPA, INS, ENG, CAR, and FRA collateral. Reconcile to cash for assigned portfolio, as well as assist Team Members to complete Month End reconciliation.
• Create, follow up, and update Tracking Rules associated with Account Managers assigned portfolio (this can include covenants, financials, tax returns and post-closing items).
• Communicate with the Legal/Collection department to ensure defaults are cured within guidelines.
• Work and communicate with the Underwriting/Sales Team to provide recommendations for refinances, interest only extensions, and amendments.
• Work and communicate with Sales and Underwriting Teams to increase efficiencies through improved processes.
• Create/Develop efficiencies within the Servicing Department.
• Generate and process daily bank imports into Bridge.
• Responsible for creating/developing efficiencies within the Servicing Department.
• Generate and process daily bank imports into Bridge.
• Responsible for Funding all loan types.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process daily bank imports into Bridge.
• Generate and process