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SBA Portfolio Manager

Job Description

About the Opportunity

This position involves independently managing and servicing a portfolio of assigned loans, ensuring compliance with SBA guidelines and bank policies.

Responsibilities

  • Determine proper course of action for assigned loans
  • Elevate loans where debt will not be recouped
  • Handle member service calls and inquiries
  • Review credit reports and loan documents
  • Prepare deferments and submit for approval
  • Contribute to organizational projects
  • Reconcile payments and resolve debts
  • Prepare status reports
  • Review loan collateral and recommend actions
  • Document servicing file with recommendations

About You

Minimum qualifications include a Bachelor’s degree in business administration or related field, 3-5 years of servicing or underwriting experience, and knowledge of SBA procedures.

Eligibility

Desired skills and competencies include ability to work independently, knowledge of banking regulations, strong communication and organizational skills, and proficiency in Microsoft Office.

Benefits

Physical requirements for the role include the ability to communicate verbally and via email, exert up to 10 pounds of force occasionally, and have close visual acuity for computer work.

About Company

The company is committed to providing reasonable accommodations for individuals with disabilities to perform essential job functions.