Must have the following to apply:

• High School Diploma/GED
• Knowledge of such fields as accounting, marketing, business administration, etc. Equivalent of 2 years+ related experience and/or training
• Administrative duties, payment processing, credit reporting, loan modifications, loan packaging and review, basic accounting skills

Software Skills:

• Intermediate: Spreadsheet
• Basic: 10-Key, Accounting, Word Processing/Typing
• Outlook

Communication Skills:

• Ability to read, analyze, and understand common scientific and technical journals, financial reports, and legal documents; Ability to respond to complex or difficult inquiries or complaints from customers, regulatory agencies, or members of the business community

Mathematical Skills:

• Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane, algebra, solid geometry and trigonometry

Critical Thinking Skills:

• Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret a variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables

Preferred Qualifications:

• SBA 7a and USDA knowledge of the SOP/Regulations for servicing and liquidation
• Knowledge of regulatory requirements and standards applicable to SBA 7a products
• Knowledge of the USDA BandI Program, training will be provided for this program

**Required Screenings/Tests: Drug Testing/Screening; Background Checks; Credit Checks.

**Job Description: The SBA and USDA Loan Servicing Assistant is responsible for assisting the SBA Portfolio Managers with their daily tasks and responsibilities to maintain the integrity of the SBA/USDA loan, the annual review requirements, and reporting requirements. This position must remain aware of and adhere to established policies and procedures while ensuring alignment with bank and government regulations (SBA and USDA).

Duties and Responsibility:**

Pull Credit Reports, LexisNexis, Dunn and Bradstreet and any supporting documentation needed to complete the annual review. This duty is performed daily 20% of the time

Prepare and submit Annual Review letters to send to the borrowers/guarantors to request updated financials/tax returns, financial statements, etc. and upload into the borrower folder/file in order for the Portfolio Managers to complete the annual review. This duty is performed daily 25% of the time

Assist the SBA and USDA Loan Servicing Specialist, as needed. This duty is performed daily, about 10% of the time

Assist the SBA and USDA Packager (and other areas of the Dept), as needed, with pulling reports to complete the packaging of new loans. This duty is performed as needed, about 10% of the time

Learn (and back-up the SBA and USDA Loan Servicing Specialist) the preparation of the 1502 (Colson) Report. This duty is performed monthly, about 20% of the time

Provide customer service to lenders and SBA Portfolio Managers including answering inquiries related to loan files, account balances, and payoff requests for SBA 7a and USDA BandI loans. This duty is performed daily, abo