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Job ID#: 37031
Position Overview: Safekeeping & Operations Specialist
We are seeking a detail-oriented and client-focused professional to support our safekeeping and enhanced operations functions. This role is responsible for delivering high-quality servicing for SBA, USDA, and other structured loan products while ensuring accuracy, compliance, and an exceptional client experience.
Key Responsibilities
- Coordinate daily safekeeping and operational activities in partnership with internal teams
- Deliver end-to-end servicing for SBA GICs, SBA COOFs, and USDA guaranteed loans
- Maintain and track safekeeping receipts and asset records with a high degree of accuracy
- Issue proactive Debit/Credit advices for principal and interest payments, payoffs, and redemptions
- Process payments via Fed wire and ACH while ensuring timeliness and precision
- Manage the collection and disbursement of principal and interest in accordance with contractual terms
- Perform due diligence to verify borrower status and ensure payment accuracy
- Reconcile discrepancies between lenders and investors, including correcting misapplied payments
- Prepare and distribute detailed monthly reports outlining holdings, transactions, and balances
- Partner with third-party agents and lenders to confirm loan status and resolve issues
- Support ongoing process improvements and special projects
Client Service & Problem-Solving Focus
This role plays a critical part in delivering an exceptional client experience by proactively identifying and resolving complex issues, including:
- Payment deferments and borrower accommodations
- Loan modifications (rate, maturity, amortization changes)
- Defaults and formal demand processes
- Prepayments and penalty calculations
- Documentation and implementation of approved loan term changes
What We’re Looking For
- Strong attention to detail and analytical mindset
- Ability to manage multiple priorities in a deadline-driven environment
- Excellent communication and client service skills
- Experience with loan servicing, safekeeping, or financial operations preferred
Why Join Us
- Collaborative, team-oriented environment
- Opportunity to work with complex financial products
- High-impact role supporting both clients and internal stakeholders
- Growth-oriented organization focused on continuous improvement
