David Jacobs Email & Phone Number

United States

The Special Assets Team Lead is responsible for managing the daily duties of Windsor’s Special Assets Department. This position assist's in all weekly departmental and liquidation pipeline meetings, manages SBA and Lender Relationships, identifies departmental/company risk, leads discussions and implementation for maximized departmental efficiencies. The Special Assets Team Lead serves as a day-to-day mentor among the Special Assets team, communicating with the SBA and Lenders, exercising… Show more The Special Assets Team Lead is responsible for managing the daily duties of Windsor’s Special Assets Department. This position assist's in all weekly departmental and liquidation pipeline meetings, manages SBA and Lender Relationships, identifies departmental/company risk, leads discussions and implementation for maximized departmental efficiencies. The Special Assets Team Lead serves as a day-to-day mentor among the Special Assets team, communicating with the SBA and Lenders, exercising discretion and judgement for the necessary decisions associated with all essential functions of complex liquidation scenarios. Show less

Responsible for providing quality customer service while servicing and/or liquidating loans, the Special Assets Associate coordinates critical communication with clients, borrowers, government entities and other third parties (e.g., insurance agents, attorneys, CPA’s etc.), exercising discretion and judgement for the necessary decisions associated.• Exhibit a detailed understanding, application and adherence to intensive servicing and liquidation policies and procedures. Oversee and ensure… Show more Responsible for providing quality customer service while servicing and/or liquidating loans, the Special Assets Associate coordinates critical communication with clients, borrowers, government entities and other third parties (e.g., insurance agents, attorneys, CPA’s etc.), exercising discretion and judgement for the necessary decisions associated.• Exhibit a detailed understanding, application and adherence to intensive servicing and liquidation policies and procedures. Oversee and ensure policies and procedures are being followed in compliance with regulatory and company guidelines.• Keep complete, accurate and auditable electronic supporting documentation packages for all functions that you perform.• Effectively manage critical intensive servicing and liquidation relationships including bank clients, credit union clients, attorneys, and other third parties• Understanding of all SBA SOP and associated liquidation forms/packages.• Guide discussions with Lenders regarding options such as Workout Agreements, Forbearance Agreements, Deed-in-Lieu Agreements.• Conduct liquidation activities such as Auctions, Foreclosure, Pursuit of Personal GuarantorsWindsor Advantage provides banks, credit unions and CDFIs with a comprehensive outsourced SBA 7(a) and USDA lending platform. Since 2010, Windsor has processed more than $4.5 billion in government guaranteed loans and currently services a portfolio in excess of $1.75 billion (as of December 31, 2020) for over 90 lenders nationwide. With more than 150 years of cumulative SBA lending experience, cutting edge technology, rigid controls and consistent processes, Windsor is uniquely qualified to assist any size lender with implementing a thoughtful and profitable government guaranteed lending initiative. Show less