SBA Portfolio Analyst
Bank of Hope · Los Angeles, CA · 2 wk ago
Finance$24.04/hrFull-time
Responsibilities
- Handle transactional and straightforward servicing actions on the existing loan portfolio.
- Answer mainline calls and process transactional servicing actions.
- Prepare credit memos with minor complexity for appropriate lending authority approval.
- Analyze financial statements or tax returns to generate relevant ratios including DCRs under senior officers' supervision.
- Monitor loan covenants and conditions per loan agreement, collect documents, and follow up on delinquent accounts.
- Maintain various monitoring and loan status reports.
- Order various third-party provided services.
- Provide assistance to senior officers.
- Attend trainings and meetings as assigned.
- Comply with Bank and U.S. SBA's established loan policies and procedures.
- Comply with regulatory requirements including Bank Secrecy Act-Anti Money Laundering, OFAC, US Patriot Act, Privacy Act and Community Reinvestment Act.
Qualifications/Requirements
- Minimum: High School Diploma
- Prior experience in customer service functions a plus, but not required.
- Good written and oral communication skills.
- Ability to define problems, collect data, establish facts, and draw conclusions.
- Ability to follow various work instructions with a positive attitude.