Funding and Portfolio Operations Officer

Job Summary: The Funding 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.

Major Duties, Tasks and Responsibilities:

• 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. 

Key Competencies:

• 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

Essential Qualifications:

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

Organizational Relationships:

Supervision Received: Reports directly to Funding and Portfolio Director

Supervision Provided: None at this time.

Work Environment:

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.