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. This is a hybrid role and requires three days in office a week.
Responsibilities
- Assist with new funding onboarding and auditing processes. This process includes but is not limited to reviewing loan documents, updating Servicing fields in Salesforce, creating Servicing folders in Box and updating loan status in Ventures.
- Assist with monitoring general Servicing inbox. This process includes but is not limited to responding to inquiries and requests from Borrowers, Lenders and Escrow/Title Officers.
- Assist with monitoring general Financials inbox This process includes but is not limited to responding to inquiries and requests from Borrowers and Accountants, reviewing digital loan files, updating financial data fields in Salesforce and uploading items to Box.
- Assist with ordering post funding Site Visit inspections through vendor, Collateral Specialists, Inc.
- Prepare lien releases/reconveyances, as needed.
- 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