SBA Senior Portfolio Manager

Added
2 hours ago
Type
Full time
Salary
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Related skills

risk management financial analysis credit analysis portfolio management underwriting

📋 Description

  • Review loan documentation and spread, analyze, and interpret business and personal financial
  • Assess the strengths, weaknesses, risks, and mitigating factors associated with individual credit
  • Prepare and present comprehensive credit analysis packages through the appropriate credit approval
  • Serve as a secondary point of contact for client relationships associated with loans within the
  • Evaluate and make timely decisions on SBA Express Line of Credit renewal requests.
  • Proactively manage past-due accounts and take appropriate action to minimize late payments and

🎯 Requirements

  • Bachelor’s degree in Business, Finance, Accounting, Economics, or a related field, combined with
  • 3–5 years of experience in SBA lending administration or a closely related SBA lending environment.
  • Strong knowledge of SBA loan programs, applicable Standard Operating Procedures (SOPs), credit
  • Demonstrated ability to take ownership of decisions, maintain accountability, and exercise sound
  • Strong ability to analyze business and personal financial statements, cash flow, and other
  • Experience using financial spreading and credit analysis tools such as Moody’s or Baker Hill.

🎁 Benefits

  • Annual salary range of $88,074–$102,418 USD.
  • Full-time, exempt position.
  • Flexible work environment with the ability to work within the organization's footprint or remotely
  • Opportunity to work in a specialized SBA lending environment with significant exposure to credit
  • Opportunities to mentor colleagues and contribute to special projects and broader portfolio
  • Reasonable accommodations available to enable individuals with disabilities to perform essential
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