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Servicing Agent

Business Development Corporation (BDC)


Company Overview: To further economic development within all counties located in Indiana and Southwest MI. BDC has encouraged small business start-ups and business expansions by offering supplemental long-term, fixed-rate loans in partnership with traditional lenders. In supporting entrepreneurs and hundreds of businesses, BDC is stabilizing and revitalizing our communities by preserving existing jobs and creating new employment opportunities.
Industry: Certified Development Company
Website: www.bdcloan.com
Location:
218 W. Washington Street
10th Floor
South Bend, IN 46601

Job Description:

Servicing Agent Responsibilities

Financial Statement Monitoring – File, document and track the submission of required financial items on an annual basis in accordance with SBA servicing requirements.  Spread financial statements and tax returns using software specific to Certified Development Companies.

Insurance Monitoring – File, document and track all required insurance information in accordance with SBA servicing requirements.

Job Creation/Retention Data Monitoring – File, document and track all required Job Creation/Retention data in accordance with SBA servicing requirements.

Collateral Property Tax Monitoring – File, document and track all property tax information for loan collateral in accordance with SBA servicing requirements.

Site Visit Monitoring – Conduct routine site visits to borrowers’ locations and file, document and track all information in accordance with SBA servicing requirements.

UCC Filing Monitoring – File, document and track all UCC information for personal property collateral in accordance with SBA servicing requirements.

Tax Transcript Monitoring – Submit requests to IRS for tax transcripts. Verify accuracy, file, document and track transcripts in accordance with SBA servicing requirements.

Quarterly Internal Audit Monitoring – Prepare loan review packages for quarterly meetings with internal audit monitoring committee and assist committee members with any questions throughout process.

Annual Independent Audit Monitoring – Prepare loan review packages for annual external audit and assist independent auditor with any questions they may have throughout process.

*Other Responsibilities include:*

o Assisting Loan Officer and Loan Closing Officer with various tasks

o Provide desktop support to BDC team members

Job Requirements:

*Ideal Candidates will Possess the Following Characteristics:*

Associate's Degree or 5 years of comparable experience

Proficiency in Microsoft Suite (Word, Excel, PowerPoint)

Self-motivated, team player who pays close attention to detail, efficient in working under deadlines, excellent customer-service, communication and organizational skills.

Skills/Keywords: Financial Statement Spreading
Compensation: $35,000

To Apply for this position:

Please forward any questions and/or a current resume to ewittling@bdcloan.com



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