Government Lending Annual Servicing Manager (FL, GA, AL, VA, NC, SC, TX, CO, TN)

Overview

This role involves owning and executing tasks associated with annual servicing for the organization’s existing Government Loan Portfolio. It is an entry-level position into the Government Lending Annual Servicing Manager (GLASM) role.

The position requests financial statements and completes annual servicing activities. Additional responsibilities may include assisting with loan servicing action requests and completing site visits as deemed appropriate.

Responsibilities

Annual Servicing Duties

• Request financial and other ancillary information from the Relationship Manager or Borrower directly to update the bank’s credit files.
• Spread updated business and personal financial statements and complete a stand-alone and/or global cash flow analysis.
• Prepare the annual servicing memo according to established guidelines.
• Route the completed annual servicing memo along with the original credit approval memo from the organization or the legacy institution (only when it is the initial annual servicing for the loan) to the SBA Credit Administrator.
• Follow up on questions and open items with the SBA Servicing Manager, Relationship Manager, Borrower, and/or the SBA Credit Administrator as needed.
• Submit risk rating changes via the current tracking system adopted by the organization upon completion of the annual servicing.

Administrative Duties

• Perform weekly review of SBA 7(A) loan past due reports with the SBA Credit Administrator to determine if certain loan relationships should be reviewed sooner than scheduled.
• Maintain a month-by-month work log for SBA Credit Administrator and Senior Management review.
• Update the SBA Credit Administrator on Annual Servicing Metric compliance percentage.
• Assist the SBA Administrative Team with credit-related aspects of servicing memos as needed.
• Complete 1502 report reconciliation to ensure all loans requiring servicing are on the master list.
• Complete CLAR loans twice per year.
• Complete site visits to Borrower’s place of business as needed.

Compliance, Collaboration, and Development

• Ensure strict compliance with the organization’s policies and procedures, code of conduct, and regulatory guidelines.
• Assist other employees through healthy, positive interactions.
• Participate in marketing endeavors/efforts.
• Continuously update skills through professional training.
• Seek opportunities to improve skills through cross-training offered by the organization.
• Perform other tasks, responsibilities, or duties as directed by management.

Other Duties

• Accept other duties as assigned.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Competencies

• Excellent interpersonal skills.
• Working knowledge of the SBA SOP’s.
• Proficient in Microsoft Excel and Word.
• Strong organization skills.
• High attention to detail.
• Cooperative and willing to assist coworkers and customers regularly.
• Effective listening skills (listen without interruption, understand, and propose solutions or contributions).
• Ability to multitask and function well under pressure.
• Ability to remain composed under pressure and respond to customer and coworker concerns regularly.
• Patience and willingness to help others solve problems while maintaining a positive attitude.

Qualifications

Education

• A bachelor’s degree in business, finance, or accounting is recommended to support understanding of financial statements and industry evaluations.

Experience

• At least one year of experience in a related field.

Certifications / Specific Knowledge

• Knowledge of personal computer, Windows, and Microsoft software applications.
• Must be able to prepare documents and compose business letters and memorandums.
• Must have good knowledge of business English, spelling, and punctuation.
• Requires knowledge of office practices, procedures, and general office machines.

Training Requirements

• Organization credit policies, procedures, and underwriting standards.
• Annual regulatory and compliance training.
• Additional training may be required as needed.

Physical Demands

• Ability to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers.
• Significant time in front of a computer (can be done sitting or standing with the use of the right desk).
• May require bending and reaching.

Work Environment

• Located inside a cooled and heated facility with the ability to go to a break room or rest room during breaks.

Telecommuting Requirements

• Telecommuting roles (hybrid or 100% full-time telecommuting) require a secure home office environment free from background noise and distractions.
• Must have a reliable private internet connection not supplied via cellular data (hot spot).
• Cable or fiber connections are preferred.
• Requirements may change as new systems and technology are delivered.
• Travel may be required to attend meetings as needed.

Compensation & Benefits

• Pay for this position is anticipated to be between $49,863.00 - $79,653.00; actual offers are determined based on applicant’s skills, experience, and education.

Location

• In accordance with Colorado and Virginia law.

Equal Opportunity

• Equal Opportunity Employer, including disabled/veterans.

Application Timeline

• While the anticipated deadline for the job posting is 11-25-2026, qualified candidates may still be considered beyond this date.