Funding and Portfolio Operations Officer

Job Summary

The  and Portfolio Operations Officer is responsible for the servicing, maintenance, and oversight of loans in B:

Side’s portfolio. This role is instrumental in supporting compliance, documentation, and following our programs administrative guidelines and requirements. Providing excellent customer service to all borrowers, lending partners and key stakeholders is a primary function of the role. The Funding and Portfolio Operations Officer has general knowledge of B:

Side’s loan programs. A successful member of this team inspires enthusiasm, is self‑aware, shows initiative, and is a strong elite team player.

• Management of incoming funding and portfolio related inquiries, delegation to loan officers, and escalation of complex requests;
• Completion of prepayment process for all loan programs;
• Oversight of the property tax verification process in compliance with our policies and procedures, including notifying loan officers of past due and unpaid property tax;
• Provide loan information to borrowers including payment histories, interest statements and loan documents across all loan programs;
• Release of Deed of Trust process;
• Execute Third Party Lender interim Deed release in tandem with the funding process policy;
• Support preparation and submission of liquidations reimbursements to the SBA;
• ACH changes;
• Gather and input job creation data for all loan programs;
• Manage ticklers and gather annual documents required for compliance and our risk rating process including; financials statements, property tax, and tax returns in compliance with program policies;
• Process UCC continuations and compliance with our policies and procedures;
• Payoff file management for all B:
  
  Side loan programs;
• Assist with the closing process, including printing and notarizing closing documents;
• Assist with the funding process, including file preparation, pre- and post-funding tasks, including Ventures file uploads and physically shipping files to the SBA, and funding alerts;
• Regular and predictable attendance;
• Supporting monthly reporting requirements;
• Able to manage a deadline‑driven environment;
• Reports as needed;
• Projects as needed;
• Other duties may be assigned.

• Excellent communication and interpersonal skills;
• Solution‑oriented and proactive approach to tasks and problem‑solving;
• Customer Satisfaction orientation;
• Detail‑Oriented;
• Ability to manage and prioritize tasks;
• Maintain consistently high quality of work;
• Value collaborative and supportive work

Education:

A Bachelor’s degree in a related field is preferred but not required

Experience:

At least 1-3 years of experience within a related field

Supervision Received:
Reports directly to Funding and Portfolio Director

Supervision Provided:
None at this time.

Primary

Work Location:

The B:

Side Capital Corporate headquarters are located in Denver, Colorado and this specific role will be required to be in office two days a week.