Safekeeping Specialist
Professional Alternatives
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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
Founded in 1998, Professional Alternatives is an award-winning recruiting and staffing agency that utilizes technology and relationships to deliver top talent. Connect with us today!
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*Due to the high volume of applications we receive, we are not able to personally respond to all applicants. However, if you are selected to move forward in the hiring process, you will be contacted regarding next steps.