Apply on Employer Site

ApplePie Capital · 20 hours ago

Portfolio Servicing Manager

California, United States

Full-time

Hybrid

Mid, Senior Level

$75K/yr - $80K/yr

3+ years exp

ApplePie Capital is a fast-growing online lender focused exclusively on the franchise industry, seeking a highly motivated and experienced Portfolio Servicing Manager to join their team. The role involves managing and monitoring a portfolio of commercial loans, ensuring compliance, and maintaining positive relationships with various stakeholders.

FinanceFinancial ServicesFinTechMarketplace

Hiring Manager

Amanda Mulhern

Responsibilities

Collection, review, and analysis of financial statements on a quarterly and annual basis

Evaluating pertinent information to identify credit risk trends at the customer and portfolio level; notifying manager of risk changes

Track loan covenants and conduct compliance reviews

Review, analysis, and execution of loan modification requests

Managing delinquent loans to resolution within assigned portfolio

Respond to and resolve internal and external customer inquiries and requests

Assist with training and development of junior team members

Leverage franchisor-supplied information to mitigate risk during the construction monitoring period

Ordering, tracking, and monitoring of Site Inspection report requirements

Requesting, monitoring, and tracking of insurance certificates, UCC filings, and unit construction progress

Completes, passes, and maintains an up-to-date status for all positional and company required compliance and regulatory courses by assigned due date(s)

Performs all other duties as assigned

Qualification

Commercial credit experienceFinancial statement analysisCredit policy understandingMicrosoft Office proficiencySalesforce experienceCustomer service skillsCommunication skillsDetail-orientedOrganizational skills

Required

Bachelor's Degree, preferably in business, accounting, or finance related field

At least 3-5 years of commercial credit experience required (as credit analyst, underwriter, portfolio manager, special assets manager or similar position)

Proficient in Microsoft Office and/or Google Suite programs

Excellent verbal and written communication skills

Exceptional customer service and relationship building skills

Detail-oriented, quality focused, flexible, and able to easily adapt to change

Ability to handle multiple tasks simultaneously in a fast-paced, diverse, and growth-oriented environment while effectively prioritizing workload to meet tight deadlines

Understanding of credit policy, procedures, and compliance