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Finance / Legal
Junior Portfolio Assistant
@Penbrothers
[Hiring] Junior Portfolio Assistant @Penbrothers
Mar 18, 2025 - Penbrothers is hiring a remote Junior Portfolio Assistant. 💸 Salary: unspecified. 📍Location: Americas.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.
Role Description
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.
- 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.
Qualifications
- Bachelor’s degree in Business, Accounting, or Finance (preferred)
- 2-4 years of experience in the banking industry, preferably with lending, credit risk, and portfolio management experience
- SBA experience is not required as there will be internal trainings provided, but a background in the banking and finance industries is preferred
- Strong organizational skills and keen attention to detail
- Excellent time management skills with the ability to prioritize tasks efficiently
- Strong written and verbal communication skills
- Ability to work independently and as part of a team in a fast-paced environment
- Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook)
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️
| 📍 | Be aware of the location restriction for this remote position: Americas |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
Back to Remote jobs >
Finance / Legal
Finance / Legal
|
Salary
💸
unspecified
|
Remote
Location
Americas
|
|
Job Type
full-time
|
Posted
Mar 18, 2025
|
️
| 📍 | Be aware of the location restriction for this remote position: Americas |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
