Servicing Associate – Oakland Office 3 x week (hybrid)

Servicing Associate – Oakland Office 3 x week (hybrid)

Awarded “Best Places to Work” in the Bay Area for the 9th time, TMC Financing is looking for a Servicing Associate to join our team. This is a great opportunity for someone eager to assist small businesses and do work that makes a difference! 

Founded in 1981, TMC Financing is the largest provider of Small Business Administration (SBA) 504 commercial real estate financing in California, Arizona, Nevada, Oregon, and Hawaii. TMC consistently ranks among the top certified development companies nationwide, funding projects worth more than $14 billion. More than 7,000 businesses have benefitted from this financing, resulting in the creation of an estimated 60,000 jobs. 

For more information, please visit our website at https://www.tmcfinancing.com/careers

The Position

Work directly with the Servicing Manager and Servicing department to ensure that all loans in the portfolio are maintained in accordance with SBA Standard Operating Procedures as well as TMC’s internal Policies and Procedures. 

The perfect candidate for this role will have experience with SBA loan documentation and servicing.

Responsibilities

• Assist with new funding onboarding and auditing processes.  This process includes but is not limited to reviewing loan documents, updating Servicing fields in Salesforce, creating Servicing folders in Box and updating loan status in Ventures.
• Assist with monitoring general Servicing inbox. This process includes but is not limited to responding to inquiries and requests from Borrowers, Lenders and Escrow/Title Officers.
• Assist with monitoring general Financials inbox.  This process includes but is not limited to responding to inquiries and requests from Borrowers and Accountants, reviewing digital loan files, updating financial data fields in Salesforce and uploading items to Box.
• Assist with ordering post funding Site Visit inspections through vendor, Collateral Specialists, Inc.
• Assist with maintaining data tracking information (“ticklers”) in Salesforce and Box on a daily/monthly basis or as needed. Ticklers are used to track servicing compliance items.  Ensure data fields/information are consistently updated for reporting purposes.
• Prepare lien releases/reconveyances, as needed.
• Handle general inquiries received by telephone, mail or e-mail (i.e. 1098/Annual Statement requests, Loan Detail information, etc.).
• Attend department meetings
• Assist Servicing department with projects when necessary and perform other tasks as requested or required.

Qualifications

• Knowledge of Commercial Real Estate financing, SBA loan documentation procedures, CDC experience, SBA experience and/or experience in Commercial Real Estate lending is preferred.
• Excellent time and project management skills; must possess ability to track and manage details for multiple clients and projects, and prioritize daily responsibilities.
• Strong attention to detail while consistently meeting deadlines.
• Outstanding interpersonal and communication skills with a proven ability to engage and collaborate effectively with diverse personality types and professionals, both within and outside the organization.
• Highly organized and disciplined; able to think critically and work independently in a fast-paced, rapidly changing environment.
• Exceptional phone etiquette and customer service abilities paired with excellent written communication and professional email etiquette.
• Proficiency in MS Office applications - Word, Excel, PowerPoint, Outlook.
• Knowledge of Salesforce is preferred.

Company Culture - TMC is a small, dedicated group of people who work hard and are super friendly and fun. Our offices are in Uptown Oakland and people bring their dogs to work. The atmosphere is casual and comfortable. Senior leaders regularly seek input/feedback from staff, assign challenging work, and provide recognition for their accomplishments. Feedback is implemented to provide a fun workplace that promotes employee interaction and idea sharing. TMC also encourages on-going training, and whenever possible, we promote from within the Company. 

TMC offers flexible schedules, great benefits, and lots of perks, including catered lunches at least weekly, free snacks and sodas, fitness reimbursement, company paid commuter checks, lots of celebratory parties, matching charity donation, and a very generous vacation and Holiday offering.

Apply Now - If you are interested in joining our team, email your resume in MS Word or PDF format. 

Starting at $28 an hour DOE, plus bonus

TMC Financing is an EOE. Thank you for your consideration.