Similar Jobs
See allClient Relations Account Executive III
LoanCare
US
Mortgage Servicing
Customer Service
Microsoft Excel
SBA Loan Processor/Closer
Climate First Bank
US
Communication
Organizational Skills
Analytical Thinking
Portfolio Service Coordinator
OPENLANE
US
SLA Management
Client Service
Commercial Lending Assistant
Climate First Bank
US
Commercial Lending
Loan Processing
Customer Service
SBA Closing Manager, Small Business US Finance
Jobgether
US
Team Leadership
Process Optimization
Compliance
About the Role:
- Manage all aspects of an assigned Structured Finance portfolio, ensuring each relationship meets corporate, SBA, and USDA standards.
- Strengthen client and stakeholder partnerships through proactive portfolio oversight and credit analysis.
What You Will Do:
- Review and process loan advances for pre-development, development, construction, and revolving credit facilities.
- Coordinate with third-party vendors, clients, and internal teams to ensure accurate and compliant disbursements.
- Oversee problem loans and workout credits by developing action plans and guiding clients toward resolution.
What You Will Need:
- Bachelor's degree or equivalent education and work experience.
- 3+ years relevant experience in customer service, communication, and financial acumen.
- Familiarity with Government Guaranteed Lending Programs, including SBA, USDA, and BIA.
Pathward
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They strive to remove barriers to financial access and promote economic mobility, celebrating a diverse team of problem solvers with a HUMBLE*HUNGRY*SMART culture.