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SBA Portfolio Servicing Associate

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: First National Bank Of Pennsylvania
Full Time position
Listed on 2026-09-21
Job specializations:
  • Finance & Banking
    Banking Operations, Loan Servicing, Bank Customer Service, Financial Analyst
Salary/Wage Range or Industry Benchmark: 38000 - 60000 USD Yearly USD 38000.00 60000.00 YEAR
Job Description & How to Apply Below

Primary Office Location

401 S Graham St. Charlotte, North Carolina. 28202.

Position Title

SBA Portfolio Servicing Associate

Business Unit

Commercial Banking

Reports to

SBA Portfolio Servicing Manager

Position Overview

This position is primarily responsible for customer service for internal customers in the servicing area as well as external customers. The incumbent assists the Portfolio Servicing Officers with daily activities consisting of processing of draws, advances, payments, wire transfers, etc. and also assists with gathering loan documents and maintaining loan files, credit files and servicing files and gathering information for audits and clearing audit exceptions.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Primary

Responsibilities
  • Prepares maintenance and servicing legal and credit files.
  • Supports Portfolio Servicing Officers with processing draw requests, etc.
  • Prepares ECM requests.
  • Scans loan and credit files.
  • Maintains servicing files.
  • Assists with tickler items.
  • Assists with organization of loan and credit files.
  • Processes wire transfers.
  • Performs other related duties and projects as assigned.
Minimum Level of Education Required

High School or GED

Minimum Years of Experience Required

1

Skills Required
  • Excellent communication skills, both written and verbal
  • Excellent organizational, analytical and interpersonal skills
  • Detail-oriented
  • Ability to work and multi-task in a fast paced environment
  • Ability to use general office equipment
  • Ability to use a personal computer and job-related software
  • MS Word
    - Intermediate Level
  • MS Excel
    - Intermediate Level
  • Experience with commercial loan closing requirements and processes with an emphasis on SBA preferred
Licensures/Certifications Required

N/A

Physical Requirements or Work Conditions Beyond Traditional Office Work

N/A

Equal Employment Opportunity (EEO)

It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements.

FNB provides all applicants and employees a discrimination and harassment free workplace. FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.

A culture of teamwork. A history of success. As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range of opportunities for individuals who want to grow their careers. The FNB team is a group of highly qualified professionals who work together to provide comprehensive financial solutions across our corporate footprint, which includes Pennsylvania, Ohio, Maryland, West Virginia, Virginia, North Carolina, and South Carolina.

Our consistent recognition as a best place to work and top workplace by our own employees symbolizes the outstanding culture we represent.

Sign up for Job Alerts: A simple and easy way to stay up to date on career opportunities available. Interested in a career with FNB Corporation but not finding something that currently aligns with your interests, background, or experience? You now have the ability to sign up for job alerts through your candidate profile. To enroll you will need to create or sign into your candidate profile and select "job alerts".

By enrolling in job alerts, you will receive email notifications as opportunities come available that match your selected interests.

Position Requirements
10+ Years work experience
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