Collections & Servicing Coordinator

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.