We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! The OSF Servicing Account Manager II will manage a portfolio of commercial lending loans, analyze financial statements, and communicate with clients and internal teams.
Requirements
- Manage a portfolio of commercial lending loans
- Collect and analyze financial statements and tax returns
- Maintain ongoing communication with Sales, Underwriting, and Legal staff
- Evaluate performance each month on assigned portfolio
- Review and help management with audits
- Perform Pre-Close introduction calls
- Work and communicate directly with borrowers
- Review UCC filings for UCC perfection
- Utilize financial software tools to prepare and analyze policy level detail
- Complete checklist requirements for Funding, New Loan review, Amendments and Payoff’s
- Responsible for creation, follow up, and updating Tracking Rules
- Work and communicate with the Legal/Collection department
- Work and communicate with Underwriting/Sales Team
- Generate and process daily bank imports into Bridge
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan