SBA Senior Portfolio Manager
New
United StatesFull-TimeManager
Salary88,074 - 102,418 USD per year
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Job Details
- Experience
- 7–10 years of financial analysis, underwriting, or portfolio management experience
Requirements
- Bachelor’s degree in Finance, Business, Accounting, or related field.
- 7–10 years of financial analysis, underwriting, or portfolio management experience.
- 3–5 years of SBA lending experience with strong knowledge of SBA programs, SOPs, and credit regulations.
- Expertise in analyzing financial statements, cash flow, credit structures, and risk mitigation strategies.
- Strong decision-making skills with the ability to independently evaluate and approve lending recommendations.
- Proficiency in SBA lending and credit systems such as Moody’s, Baker Hill, 360 View, nCino, Navigator, or similar tools.
- Highly organized, detail-oriented, and capable of managing multiple priorities in a deadline-driven environment.
- Excellent written and verbal communication skills with strong interpersonal and stakeholder management abilities.
Responsibilities
- Oversee SBA loan portfolio performance, ensuring soundness, profitability, and compliance with credit standards and lending policies.
- Conduct in-depth financial analysis, including spreading and interpreting business and personal financial statements to assess creditworthiness.
- Prepare, review, and present credit approval packages with clear risk assessments and mitigation strategies.
- Manage portfolio monitoring activities, including identifying early warning signs, delinquency management, and renewal evaluations.
- Collaborate with bankers, credit officers, and special assets teams to develop action plans for downgraded or at-risk loans.
- Support SBA Express Line of Credit renewals and perform annual reviews of borrower relationships.
- Mentor junior portfolio and servicing team members while contributing to special projects and portfolio improvements.
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