Job Summary
Work directly with the Servicing Manager and Servicing department in our uptown Oakland office to ensure that all loans in the portfolio are maintained in accordance with SBA Standard Operating Procedures as well as TMC’s internal Policies and Procedures.
Responsibilities
- Monitor Insurance compliance items for entire loan portfolio. This includes but is not limited to Hazard/Building, Liability, Business Personal Property, Flood, Workers Comp and Life Insurance.
- Review Insurance documents and confirm that they comply with SBA requirements.
- Monitor Insurance tickler reports in Salesforce. This process involves reviewing all expired insurance and sending follow-up emails to insurance agents.
- Monitor general Insurance inbox and sub-folders in Outlook. This process involves reviewing all scanned insurance mail, all incoming insurance documents and logging correspondence in Salesforce.
- Regular correspondence with Borrowers and Insurance Agents to answer questions and obtain the required insurance documentation.
- Prepare insurance request letters for any expired insurance, as needed.
- Review and sort incoming mail. This process may involve scanning documents to the general insurance inbox, uploading documents to Box and updating insurance information in Salesforce.
- Assist with maintaining data tracking information (“ticklers”) in Salesforce and Box on a daily/monthly basis or as needed. Ticklers are used to track servicing compliance items. Ensure data fields/information are consistently updated for reporting purposes.
- Handle general inquiries received by telephone, mail or e-mail (i.e. 1098/Annual Statement requests, Loan Detail information, etc.).
- Attend department meetings
- Assist Servicing department with projects when necessary and perform other tasks as requested or required.
Qualifications
- Knowledge of Commercial Real Estate financing, SBA loan documentation procedures, CDC experience, SBA experience and/or experience in Commercial Real Estate lending is preferred.
- Excellent time and project management skills; must possess ability to track and manage details for multiple clients and projects, and prioritize daily responsibilities.
- Strong attention to detail while consistently meeting deadlines.
- Outstanding interpersonal and communication skills with a proven ability to engage and collaborate effectively with diverse personality types and professionals, both within and outside the organization.
- Highly organized and disciplined; able to think critically and work independently in a fast-paced, rapidly changing environment.
- Exceptional phone etiquette and customer service abilities paired with excellent written communication and professional email etiquette.
- Proficiency in MS Office applications – Word, Excel, PowerPoint, Outlook.
- Knowledge of Salesforce is preferred.
Starting at $28 an hour DOE, plus bonus