General Description: Work with Loan Officers, Borrowers, Related 3rd parties to service and monitor the SBA Portfolio Verify that required documentation for closing a loan is correct per Bank and SBA policy and procedure. Review and Prepare all Loan files to meet Bank and SBA Standards Understand and utilize SBA Servicing and Liquidation as well as Origination SOP(s) Stay up to date with SBA eligibility rules and SOP revisions and attend SBA training. Stay up to date with Bank rules and revisions and attend Bank training courses. Job Duties: Prepare Purchase Demand Kits Re-amortize All SBA loans annually at a minimum. Work on EIDL Subordinations for new SBA loans. Audit SBA Loan Files prior to closing to verify all is correct. Help customers with wires, online problems, automatic payments and customer questions on their loans. Respond to email and telephone issues. Help with loan reviews by bank and outside auditors Manage Tax Guard, CAIVRS and SAMs Review property taxes annually and notify officers of delinquent taxes Review business licenses annually Monitor ticklers set up on loans Take care of E-Oscar credit issues Refund or waive late fees as requested Take care of record retention of loans annually Prepare loan payoff quotes Take care of paid off loans- release collateral Sending notices for payments, late payments, rate changes, entity renewals, and loan maturity Requesting current financial documentation, renewed insurance, renewed leases, renewed licenses, etc. Ensuring refinanced collateral has been released by other lienholders Management of DMV communications and issuance of titles Monitoring tax payments and delinquent taxes Weekly management of amortized fees Other Duties as Assigned: SBA Audit Support Manage construction draws and disbursements until the loan is fully funded, assist with any issues that may arise during draw/disbursement process Complete site visits for collateral inspections and construction projects Provide documentation support to the SBA Manager, Assistant Manager, and future Loan Officers Collect all necessary items for loan files and ensure all documents are received and completed per SBA requirements Knowledge of SBA required forms Stay up to date with SBA eligibility rules and SOP revisions and attend SBA trainings Other duties as assigned