SBA Portfolio Manager

The SBA Portfolio Manager is primarily responsible for supporting the ongoing management of the existing SBA 7(a), and other government-guaranteed loan products. Specifically, includes activities to ensure compliance with SBA – SOP guidelines, loan policy, and applicable regulations. Contributes to the assessment, structuring, servicing of existing loans. Position is a key contributor to bolstering the safety and soundness of the SBA loan portfolio.

• Prepares annual loan reviews for the existing SBA 7(a), and other government-guaranteed loan portfolio in compliance with the loan policy.
• Prepares the required quarterly Special Asset Reports for submission to SBA Special Asset Officer.
• Monitors and manages the assigned SBA 7(a), and government-guaranteed loan portfolio for compliance with current SBA standard operating procedures to mitigate guaranty repair and denial risk.
• Collects, reviews and analyzes financial statement updates to identify risks related to business members' operations. Understands, detects, and reports through appropriate channels early warning and when necessary, initiates special asset reporting inclusive of action plans and impairment analysis.
• Work collaboratively with SBA underwriters, loan officers and legal counsel.
• Underwrite and manage process related to loan maturities, modifications/servicing actions with the assigned SBA lender.
• Responsible for adhering to and complying with all applicable federal and state laws, regulations and guidance, adhering to Bank policies and procedures, and completing required training.