About Peachtree Group
Peachtree Group is a diversified commercial real estate investment platform with a broad range of integrated investment, lending, and advisory services. Through its lending platform, Peachtree provides financing solutions across multiple commercial real estate asset classes, including SBA lending. We are seeking a highly organized and customer-focused Collections/Servicing Coordinator to join our growing SBA team in Dallas.
Position Summary
The Collections/Servicing Coordinator is responsible for supporting the servicing and collection activities of Peachtree Group's SBA loan portfolio. This role serves as a primary point of contact for borrowers, helping ensure timely loan payments while maintaining exceptional customer service. The ideal candidate is detail-oriented, organized, and able to effectively communicate with borrowers while working collaboratively across servicing, underwriting, closing, accounting, and asset management teams.
Essential Responsibilities
- Monitor SBA loan portfolio for payment activity and delinquency trends.
- Contact borrowers regarding past due payments and work toward timely resolution.
- Maintain accurate servicing and collections records within the loan servicing system.
- Respond to borrower inquiries regarding loan balances, payment history, escrow accounts, and servicing requests.
- Coordinate payment arrangements and follow established collection procedures.
- Prepare and distribute payment reminders, delinquency notices, and servicing correspondence.
- Assist with loan modifications, assumptions, deferments, and other servicing transactions as needed.
- Review loan files to ensure servicing documentation remains complete and compliant.
- Collaborate with internal departments to resolve servicing issues efficiently.
- Escalate high-risk or complex collection matters to management when appropriate.
- Assist with SBA reporting requirements and servicing documentation.
- Support portfolio reviews, audits, and regulatory examinations.
- Generate servicing reports and monitor portfolio performance metrics.
- Ensure compliance with SBA Standard Operating Procedures (SOP), company policies, and applicable regulations.
- Maintain professionalism and confidentiality while interacting with borrowers and business partners.
- Perform additional duties and special projects as assigned.
Qualifications
- Bachelor's degree preferred; equivalent professional experience will be considered.
- 2+ years of experience in loan servicing, collections, commercial lending, banking, or financial services preferred.
- Previous SBA lending experience is strongly preferred.
- Knowledge of commercial loan servicing processes and collections practices.
- Strong customer service and communication skills.
- Excellent organizational skills with exceptional attention to detail.
- Ability to prioritize multiple tasks in a fast-paced environment.
- Proficiency in Microsoft Office Suite, including Excel, Word, Outlook, and PowerPoint.
- Experience working with loan servicing platforms or banking software is preferred.
- Ability to work independently while collaborating effectively within a team environment.
Preferred Skills
- Working knowledge of SBA 7(a) loan servicing guidelines.
- Strong analytical and problem-solving abilities.
- Professional written and verbal communication skills.
- High level of integrity and discretion when handling confidential information.
- Ability to build positive relationships with borrowers while maintaining firm collection standards.
- Experience working with payment processing, escrow administration, or loan documentation is a plus.
Why Join Peachtree Group?
At Peachtree Group, you'll become part of a collaborative, entrepreneurial culture where employees are empowered to make an impact. We offer competitive compensation, comprehensive benefits, professional development opportunities, and the chance to contribute to one of the industry's fastest-growing commercial real estate lending platforms.
