BayFirst National Bank
St. Petersburg, FL, USA
Position Summary: The SBA Portfolio Servicing Specialist will communicate with SBA borrowers and assist with service action requests. This position is expected to build a trusted, competent, and positive working relationship with each client in their portfolio. Responsibilities include but are not limited to: Process all necessary SBA loan servicing requests, ensuring that they meet all the required SOP loan servicing requirements. Prepare all loan servicing requests for all SBA small loans, to be approved by their manager Serves as liaison with borrower to gather required financials/documents needed to complete annual reviews and maintain loan file for SBA compliance. Assist with other file maintenance exceptions, including direct communication with client. Responsible for monitoring existing SBA loan portfolio to ensure it is performing adequately. Serves as first line of defense for loans that are exhibiting deteriorating credit quality. Refer deteriorating loans to special...