Assistant Manager SBA/CRE Servicing
Assistant Manager SBA/CRE Servicing
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Job Description
Please reference the schedule and minimum qualifications listed below before applying.
If you need assistance with filling out our application form or during any phase of the application interview or employment process please notify our Human Resources Team at option 1 or email and every reasonable effort will be made to accommodate your needs in a timely manner.
Job Summary
The SBA/CRE Servicing Assistant Manager leads a high-performing team responsible for end-to-end servicing compliance and reporting for the SBA/CRE portfolio. This role ensures exceptional member service regulatory adherence and operational efficiency through predictive analytics and intelligent automation. The SBA/Servicing Assistant Manager plays a strategic role in optimizing workflows enhancing data transparency and fostering a culture of innovation and continuous improvement.Job Description
LOCATION:
Mountain America Center
9800 South Monroe Street
Sandy UT 84070
To be effective an individual must be able to perform each of the following job duties successfully:
Team Leadership & Performance Optimization
Lead coach and develop a hybrid team of in-office and remote SBA/CRE Servicing Specialists.
Leverage AI-based performance dashboards to monitor productivity identify training needs and drive continuous improvement.
Oversee workflow automation and service-level adherence to ensure member satisfaction and operational excellence.
Loan Servicing & Portfolio Management
Manage the full lifecycle of SBA/CRE loan servicing including modifications renewals and liquidation tracking.
Ensure timely and accurate documentations digital file retention and automated scheduling of annual reviews.
Collaborate with Business Lending to align servicing practices and risk mitigation strategies.
Compliance & Regulatory Oversight
Ensure servicing operations comply with SBA NCUA and other federal regulations leveraging automated compliance monitoring tools.
Maintain up-to-date knowledge of evolving regulatory requirements and integrate changes into servicing protocols.
Data-Driven Insights & Reporting
Oversee real-time reporting on portfolio performance delinquency trends risk ratings and regulatory metrics.
Utilize machine learning models to identify early warning signs recommend loan grading adjustments and support CECL forecasting.
Coordinate with Accounting for property loss recognition and recovery tracking.
Team Leadership & Development
Lead and mentor a team of servicing specialists fostering a culture of innovation accountability and continuous improvement.
Promote cross-training and upskilling data analytics and AI-assisted servicing tools.
KNOWLEDGE SKILLS and ABILITIES
The requirements listed are representative of the knowledge skills and/or abilities .Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
Experience
3 years of experience in loan servicing or collections with an additional 2 years in a leadership role.
Strong knowledge of SBA/CRE servicing.
Strong analytical communication and leadership skills
Strong organizational and time management skills
Education
High school diploma or equivalent.
Licenses Certifications Registrations
None
Managerial Responsibility
Has leadership responsibilities that are direct or through other team leaders typically with a subordinate group of 5 structural and personnel needs and assigns work to meet those coordinates and reviews the work of assigned staff. Determines goals to be reached and leads the achievement of goals. Recommends candidates for employment conducts performance evaluations and salary reviews for staff and applies company policy.
Computer/Office Equipment Skills
Advanced skills with Microsoft Office Suite including Outlook Word PowerPoint and Excel.
Experience with analytical and reporting software and loan origination systems.
Knowledge of credit bureau systems and financial calculators.
Language Skills
Demonstrated ability to clearly express ideas methodology results and recommendations verbally in writing and through insightful reports and graphic illustrations.
Demonstrated ability to document outcomes and present information in a manner appropriate for key stakeholders.
Other Skills and Abilities
Strong ability to evaluate monitor and manage performance
Understanding of relevant regulations (FDCPA RESPA CFPB etc.).
Ability to ensure adherence to internal policies and external legal requirements.
Ability to lead through change
Clear and professional verbal and written communication with internal teams
Ensures accuracy in reporting documentations and compliance.
PHYSICAL ABILITIES / WORKING CONDITIONS
Physical Demands
Ability to sit talk and hear consistently
Ability to stand walk and use hands to handle or reach occasionally
Vision Requirements
Close vision (clear vision at 20 inches or less)
Distance vision (clear vision at 20 feet or more)
Weight Lifted or Force Exerted
Ability to lift up to 10 pounds occasionally
Environmental
There are no unusual environmental factors (such as a typical office)
Noise Environment
Moderate noise (business office with computers and printers light traffic)
Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.
Required Experience:
Manager
Employment Type
Full-Time
