Junior Portfolio Management Assistant

5 days ago


Mandaluyong City, National Capital Region, Philippines Penbrothers Full time

About Penbrothers

We are a leading HR and remote talent management partner, connecting talented Filipinos with global opportunities. Our mission is to provide exceptional career development experiences for our clients' employees.

About the Client

Our client is a nationwide direct lender specializing in SBA loans and conventional low-LTV loans. They deliver award-winning commercial lending experiences for borrowers and referral partners. They are committed to providing the smartest financing possible to owners of well-run small to mid-sized businesses.

About the Role

We are seeking a detail-oriented Junior SBA Portfolio Assistant to join our client's Servicing team. This role plays a critical part in ensuring compliance, maintaining loan documentation, and assisting Portfolio Analysts with servicing and liquidation processes.

Key Responsibilities:

  • Conduct post-closing reviews of SBA loan files and ensure compliance with internal and external audit requirements.
  • Process servicing actions following SBA Servicing and Liquidation procedures.
  • Monitor and maintain SBA loan portfolios, tracking financials and compliance requirements.

Requirements:

  • Bachelor's degree in Business, Accounting, or Finance (preferred).
  • 2-4 years of experience in the banking industry, preferably with lending, credit risk, and portfolio management experience.
  • Strong organizational skills and keen attention to detail.
  • Excellent time management skills with the ability to prioritize tasks efficiently.


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