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Junior Portfolio Assistant

Remote: 
Full Remote
Experience: 
Junior (1-2 years)
Work from: 

Offer summary

Qualifications:

Detail-oriented with strong analytical skills, Familiarity with SBA loan processes preferred, Proficient in documentation management, Bachelor's degree is a plus.

Key responsabilities:

  • Conduct post-closing reviews on loan files
  • Assist Portfolio Analysts with servicing processes

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Penbrothers SME http://www.penbrothers.com/
201 - 500 Employees
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Job description

About Penbrothers

Penbrothers is an HR & remote talent management partner and one of the fastest growing companies in the Philippines. We provide talented Filipinos with global opportunities in high-growth startups and dynamic companies, from the comfort of their own homes.

About the Client

Our client is a nationwide direct lender specializing in SBA loans and conventional low-LTV loans. They deliver award-winning commercial lending experiences for their borrowers and referral partners on all of their loan programs. They were founded by some of the most well-known, awarded, and experienced people in the SBA industry, so their speed, service and sophistication are second to none. They are committed to providing the smartest financing possible to owners of every financially-healthy and well-run small to mid-sized business in America.

About the Role

Our client is looking for a detail-oriented Junior SBA Portfolio Assistant to support the Servicing team in managing SBA 7(a), SBA SLA, SBA Express, and SBA 504 loan portfolios. This role plays a critical part in ensuring compliance, maintaining loan documentation, and assisting Portfolio Analysts with servicing and liquidation processes.

What you'll do:

  • Conduct post-closing reviews on SBA loan files and ensure compliance with internal and external audit requirements.

  • Process servicing actions following SBA Servicing and Liquidation procedures.

  • Monitor and maintain SBA loan portfolios, tracking financials and compliance requirements.

  • Assist with annual loan reviews to ensure adherence to SBA and internal credit guidelines.

  • Support collection efforts by reviewing insurance, real estate taxes, payoffs, and collateral releases.

  • Respond to borrower inquiries regarding loan releases, subordinations, and payoff demands.

  • Track and manage past-due and maturing loans, preparing necessary documentation and notifications.

  • Prepare and document deferment requests for approval.

  • Maintain accurate borrower correspondence logs and loan records.

  • Work closely with the Portfolio Manager to generate reports for senior management.


Required profile

Experience

Level of experience: Junior (1-2 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Detail Oriented
  • Communication
  • Teamwork

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