Windsor Advantage, LLC
Portfolio Management & Construction Loan Administrator
Windsor Advantage, LLC, Chicago, Illinois, United States, 60290
Overview
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Portfolio Management & Construction Loan Administrator
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Windsor Advantage, LLC . About the company: Capital Bank N.A. is headquartered in Maryland, serving our communities since 1999. We offer commercial and consumer banking services to clients in the DC metro area, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Windsor Advantage, an affiliate of Capital Bank N.A., is the nation’s leading lender service provider with more than 150 years of cumulative in-house SBA 7(a) and USDA experience. Position purpose: The Portfolio Management & Construction Loan Administrator Associate is responsible for providing quality customer service while servicing loans. This role will influence communication with clients, borrowers, government entities and other third parties, exercising discretion and judgement for the necessary decisions, and contributing to compliance with SBA SOP/Internal policies. The position participates in weekly departmental and pipeline meetings and manages SBA relationships, evaluates risk, and drives efficiencies. Position Responsibilities
Perform portfolio management activities and complete government correspondence. Facilitate loan disbursement communications with lender clients and borrowers and complete government correspondence. Review draw requests and pay applications across the Multi-Draw portfolio for SBA and project compliance. Maintain complete, accurate, auditable electronic supporting documentation packages for all functions performed. Manage portfolio relationships primarily with banks and associated parties. Track all loan disbursements and balances across the Multi-Draw portfolio, reconciling discrepancies weekly. Maintain bi-weekly correspondence on every loan. Diligently monitor each loan’s budget vs. actual expenses to ensure correct SBA Authorized Use of Proceeds. Work to manage timelines for timely completion of tasks. Understand SBA SOP and associated forms/packages. Draft and issue demand letters on delinquent loans. Prepare timely and compliant disbursement packages to lenders. Submit Secondary Market Repurchase for loans entering liquidation. Guides discussions with lenders regarding options such as Workout, Forbearance, and Deed-in-Lieu. Order necessary third-party reports and effectively manage third-party vendors. Interface with SBA Servicing Center staff as needed. Assist with special projects as assigned by a supervisor or senior management. Minimum Education & Experience
Bachelor’s degree in finance, business administration, or a related field required. Minimum of 1-2 years related experience in administration, finance, or a similar industry. Experience managing multiple tasks while delivering high levels of customer service with minimal supervision. Technical Knowledge And Skills
Understanding and adherence to portfolio management & construction loan policies and procedures. Banking/Lending industry knowledge preferred. Proficiency in MS Office Suite. Detail oriented with effective communication, proactive mindset, and big-picture thinking. Excellent customer service skills. Advanced Excel skills. Compensation
Base Salary Range: $55,000 - $75,000 annually. Final determination depends on experience, skills, and qualifications. Annual target bonus based on individual and company performance. Working Arrangements
Hybrid role: in-office Tuesday, Wednesday, and Thursday; remote on Monday and Friday. Why Join Us?
Join a growing company with an entrepreneurial culture. Comprehensive benefits package including Medical, Dental, Vision, Company-Paid Life Insurance, Disability Insurance, and more. Company contributions to 401k regardless of contribution. Employee perks: recognition program, commuter benefits, employee banking discounts, and more. Generous paid time off and paid holidays. Windsor Advantage LLC is an Affirmative Action, E-Verify, and Equal Opportunity Employer.
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Join to apply for the
Portfolio Management & Construction Loan Administrator
role at
Windsor Advantage, LLC . About the company: Capital Bank N.A. is headquartered in Maryland, serving our communities since 1999. We offer commercial and consumer banking services to clients in the DC metro area, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Windsor Advantage, an affiliate of Capital Bank N.A., is the nation’s leading lender service provider with more than 150 years of cumulative in-house SBA 7(a) and USDA experience. Position purpose: The Portfolio Management & Construction Loan Administrator Associate is responsible for providing quality customer service while servicing loans. This role will influence communication with clients, borrowers, government entities and other third parties, exercising discretion and judgement for the necessary decisions, and contributing to compliance with SBA SOP/Internal policies. The position participates in weekly departmental and pipeline meetings and manages SBA relationships, evaluates risk, and drives efficiencies. Position Responsibilities
Perform portfolio management activities and complete government correspondence. Facilitate loan disbursement communications with lender clients and borrowers and complete government correspondence. Review draw requests and pay applications across the Multi-Draw portfolio for SBA and project compliance. Maintain complete, accurate, auditable electronic supporting documentation packages for all functions performed. Manage portfolio relationships primarily with banks and associated parties. Track all loan disbursements and balances across the Multi-Draw portfolio, reconciling discrepancies weekly. Maintain bi-weekly correspondence on every loan. Diligently monitor each loan’s budget vs. actual expenses to ensure correct SBA Authorized Use of Proceeds. Work to manage timelines for timely completion of tasks. Understand SBA SOP and associated forms/packages. Draft and issue demand letters on delinquent loans. Prepare timely and compliant disbursement packages to lenders. Submit Secondary Market Repurchase for loans entering liquidation. Guides discussions with lenders regarding options such as Workout, Forbearance, and Deed-in-Lieu. Order necessary third-party reports and effectively manage third-party vendors. Interface with SBA Servicing Center staff as needed. Assist with special projects as assigned by a supervisor or senior management. Minimum Education & Experience
Bachelor’s degree in finance, business administration, or a related field required. Minimum of 1-2 years related experience in administration, finance, or a similar industry. Experience managing multiple tasks while delivering high levels of customer service with minimal supervision. Technical Knowledge And Skills
Understanding and adherence to portfolio management & construction loan policies and procedures. Banking/Lending industry knowledge preferred. Proficiency in MS Office Suite. Detail oriented with effective communication, proactive mindset, and big-picture thinking. Excellent customer service skills. Advanced Excel skills. Compensation
Base Salary Range: $55,000 - $75,000 annually. Final determination depends on experience, skills, and qualifications. Annual target bonus based on individual and company performance. Working Arrangements
Hybrid role: in-office Tuesday, Wednesday, and Thursday; remote on Monday and Friday. Why Join Us?
Join a growing company with an entrepreneurial culture. Comprehensive benefits package including Medical, Dental, Vision, Company-Paid Life Insurance, Disability Insurance, and more. Company contributions to 401k regardless of contribution. Employee perks: recognition program, commuter benefits, employee banking discounts, and more. Generous paid time off and paid holidays. Windsor Advantage LLC is an Affirmative Action, E-Verify, and Equal Opportunity Employer.
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