SBA Portfolio Servicing Associate

Primary Office Location: 401 S Graham St. Charlotte, North Carolina. 28202.

Join our team. Make a difference - for us and for your future.

Position Title: SBA Portfolio Servicing Associate; Business Unit: Commercial Banking; Reports to: SBA Portfolio Servicing Manager.

About the role

This position is primarily responsible for customer service for internal customers in the servicing area as well as external customers. The incumbent assists the Portfolio Servicing Officers with daily activities consisting of processing of draws, advances, payments, wire transfers, etc. and also assists with gathering loan documents and maintaining loan files, credit files and servicing files and gathering information for audits and clearing audit exceptions.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

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.
• Performs other related duties and projects as assigned.

Requirements

• Minimum Level of Education Required: High School or GED
• Minimum # of Years of Job Related Experience Required: 1 year

Skills

• Excellent communication skills, both written and verbal
• Excellent organizational, analytical and interpersonal skills
• Detail-oriented
• Ability to work and multi-task in a fast paced environment
• Ability to use general office equipment
• Ability to use a personal computer and job-related software
• MS Word - Intermediate Level
• MS Excel - Intermediate Level
• Experience with commercial loan closing requirements and processes with an emphasis on SBA preferred