3 – 6 years in commercial loan servicing or loan operations
ROLE OVERVIEW
The Loan Servicing Analyst supports the Servicing department of a US-based SBA Certified Development Company across its highest-volume, most time-intensive workflows. Working on an overnight delivery model, this role ensures that the client's servicing team arrives each morning to complete work product — boarding packages ready for review, insurance letters prepared, financial spreading completed, and tracking up to date.
The work is process-driven and detail-critical. This is not a judgment role, but it requires a robust grasp of SBA 504 servicing obligations and the ability to manage high volumes accurately within the overnight delivery window. All output is reviewed by the Servicing Director before any action is taken.
KEY RESPONSIBILITIES
Loan Boarding
- For each newly funded loan: complete entry into the CDC's loan management system (Ventures), populate the boarding information checklist, download the amortization schedule and confirm note details from the payment system, and prepare the welcome email draft with all required attachments for the Servicing Officer's review. Target turnaround: overnight delivery.
Annual Servicing Letter Campaign
- During the annual letter cycle: prepare outreach letters across the full active loan portfolio (1,600+ borrowers), track responses, flag outstanding items including insurance renewals, secretary of state filing issues, and delinquent property taxes. Update the loan management system as documents are received.
Financial Spreading & Risk Ratings
- Spread business and guarantor tax returns using the OCR auto-spread feature in Ventures. Review and correct cash-back adjustments per credit memo notes. Pull RMA benchmark ratios
📌 Hiring for Loan Servicing Analyst (Pune)
🏢 RECEX
📍 Pune
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