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SBA Portfolio Manager

Job Description

About the Opportunity

The company is seeking a Loan Servicing Specialist to independently manage and service a portfolio of assigned loans, ensuring compliance with SBA guidelines and regulations.

Responsibilities

  • Determine proper course of action for assigned loans
  • Manage member service telephone calls and inquiries
  • Prepare deferments for review and approval
  • Contribute to organizational projects and improvement initiatives
  • Reconcile misapplied payments
  • Prepare monthly status reports

About You

The ideal candidate will have a Bachelor’s degree in business administration or related field, along with 3-5 years of servicing or underwriting experience, preferably with SBA loans.

Eligibility

  • Bachelor’s degree or equivalent banking experience
  • Minimum of 3-5 years’ servicing or underwriting experience
  • SBA standard operating procedure knowledge

Benefits

- Competitive salary
- Health insurance
- Retirement plan options
- Paid time off

About Company

The company is a leading financial institution committed to providing high-quality services to its clients.

Physical Requirements

Express or exchange ideas by means of the spoken word via email and verbally. Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time. Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation. Not substantially exposed to adverse environmental conditions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.