SBA Portfolio Analyst
Listed on 2026-06-26
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Finance & Banking
Banking Operations, Loan Servicing, Banking & Finance, Financial Analyst
As the SBA Portfolio Analyst, you will be responsible for handling transactional and straightforward servicing actions on the existing loan portfolio under the senior officers’ supervision.
- Answer mainline calls and process transactional servicing actions.
- Prepare credit memo that are simple or with minor complexity to appropriate lending authority for approval.
- Analyze financial statements or tax returns to generate relevant ratios including DCRs under the supervision of senior officers.
- Monitor loan covenants and conditions per loan agreement, collect documents, and follow-up delinquent accounts.
- Maintain various monitoring and loan status reports.
- Order various third party provided services.
- Provide assistance to senior officers.
- Attend trainings and meetings as assigned.
- Comply with Bank and U.S. SBA’s established loan policies and procedures.
- Comply with regulatory requirements including Bank Secrecy Act-Anti Money Laundering, OFAC, US Patriot Act, Privacy Act and Community Reinvestment Act.
- Other duties and responsibilities assigned by the supervisor.
- Minimum:
High School Diploma
- Some experience in customer services functions a plus, but not required.
- Good written and oral communication skills
- Ability to define problems, collect data, establish facts, and draw conclusions
- Ability to follow various work instructions with positive attitude
The salary range for this full-time position is $24.04 Hourly - $28.85 Hourly + bonus + benefits
Salary ranges are determined based on qualifications, level, and location
Exact compensation may vary based on your skills and experience.
Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.
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