Stewart Lender Services

• Maintain existing SBA portfolio by monitoring tickler items, required financials, etc. to ensure compliance with government policies. • Process servicing actions in accordance with the SBA Servicing and Liquidation procedures. • Respond to all client inquiries and requests regarding releases, subordinations, and substitutions of collateral, and loan payoff demand requests. • Maintain up to date knowledge of bank policies, with advanced knowledge of SBA loan policies and procedures, as well as some knowledge of underwriting, processing and servicing of SBA loans. • Complete Post Closed SBA file reviews on new SBA loans. • Acquire, execute and/or complete any necessary documentation required for a clean file to ensure readiness for internal and external audits. • Perform annual reviews in accordance with SBA and internal credit guidelines. • Review and monitor documents for collection efforts as needed for insurance and real estate taxes and payoff and collateral releases. • Assist in managing past due and maturing loans by monitoring portfolio for delinquencies. • Prepare deferment requests to be approved by their manager. Document them in the borrowers’ loan folder. • Understand and adhere to the organization’s SBA Loan Policy and the SBA SOP compliance rules and regulations. • Ensure deficiencies are accurately resolved and documentation is received within established deadlines and escalate all unresolved issues to management, where appropriate. • Work closely with the Portfolio Manager in providing reporting to the organization’s Senior Management as needed. • Complete all assigned mandatory and regulatory training within required time frames. • Assists SVP – Special assists with problem SBA loans. • Perform all other duties as assigned.