Safekeeping Specialist

Job ID#: 37031

Position Overview: Safekeeping & Operations Specialist

We are seeking a detail-oriented and client-focused professional to support our safekeeping and enhanced operations functions . This role is responsible for delivering high-quality servicing for SBA, USDA, and other structured loan products while ensuring accuracy, compliance, and an exceptional client experience.

Key Responsibilities

• Coordinate daily safekeeping and operational activities in partnership with internal teams
• Deliver end-to-end servicing for SBA GICs, SBA COOFs, and USDA guaranteed loans
• Maintain and track safekeeping receipts and asset records with a high degree of accuracy
• Issue proactive Debit/Credit advices for principal and interest payments, payoffs, and redemptions
• Process payments via Fed wire and ACH while ensuring timeliness and precision
• Manage the collection and disbursement of principal and interest in accordance with contractual terms
• Perform due diligence to verify borrower status and ensure payment accuracy
• Reconcile discrepancies between lenders and investors, including correcting misapplied payments
• Prepare and distribute detailed monthly reports outlining holdings, transactions, and balances
• Partner with third-party agents and lenders to confirm loan status and resolve issues
• Support ongoing process improvements and special projects

Client Service & Problem-Solving Focus

This role plays a critical part in delivering an exceptional client experience by proactively identifying and resolving complex issues, including:

• Payment deferments and borrower accommodations
• Loan modifications (rate, maturity, amortization changes)
• Defaults and formal demand processes
• Prepayments and penalty calculations
• Documentation and implementation of approved loan term changes

What We’re Looking For

• Strong attention to detail and analytical mindset
• Ability to manage multiple priorities in a deadline-driven environment
• Excellent communication and client service skills
• Experience with loan servicing, safekeeping, or financial operations preferred

Why Join Us

• Collaborative, team-oriented environment
• Opportunity to work with complex financial products
• High-impact role supporting both clients and internal stakeholders
• Growth-oriented organization focused on continuous improvement

Founded in 1998, Professional Alternatives is an award-winning recruiting and that utilizes technology and relationships to deliver top talent. Connect with us today!