SBA Portfolio Manager
SBA Portfolio Manager
Posted on :
17-05-2025
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1 Vacancy
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Job Description
POSITION TITLE: SBA Portfolio Manager
LOCATION: Remote
DEPARTMENT: SBA Loan Officers
REPORTS TO: SVP SBA Director
SUPERVISOR TO: N/A
EMPLOYMENT TYPE: FullTime
STATUS: Exempt
LOCATION: Remote
DEPARTMENT: SBA Loan Officers
REPORTS TO: SVP SBA Director
SUPERVISOR TO: N/A
EMPLOYMENT TYPE: FullTime
STATUS: Exempt
DEPARTMENT ROLE DESCRIPTION:
The SBA Portfolio Manager supports our SBA team by managing client relationships and providing servicing actions as needed. The person in this role must be able to independently assess servicing actions monitor past dues and proactively engage and monitor portfolio changes.
The SBA Portfolio Manager supports our SBA team by managing client relationships and providing servicing actions as needed. The person in this role must be able to independently assess servicing actions monitor past dues and proactively engage and monitor portfolio changes.
RESPONSIBILITIES (INCLUDING BUT NOT LIMITED TO):
- Maintain knowledge of SBA and other government guaranteed lending programs
- Monitor and collect past dues and delinquencies
- Perform loan servicing actions
- Complete SBA required notices approvals and modifications as needed
- Prepare for regulatory audits related to government guaranteed lending
- Manage customer relationships and work with clients to obtain any documentation needed to prepare and facilitate their loans
- Assist with underwriting as needed
- Follow all SBA policies and procedures
EXPERIENCE QUALIFICATIONS:
MINIMUM YEARS OF EXPERIENCE
MINIMUM YEARS OF EXPERIENCE
- 5 years of SBA experience
MINIMUM QUALIFICATIONS
- Formal SBA training certification or equivalent
- Excellent written and verbal communication
- Organized
- Detail Oriented
- Ability to work independently
- Familiar with SBA lending regulations
COMPUTER / SOFTWARE EXPERIENCE REQUIREMENTS
- Experience with the Microsoft Office Suite
REQUIRED COMPETENCIES
- SBA Compliance Knowledge
- Initiative
- Customer Service Excellence
- Adaptability
Oconee State Bank is an Equal Opportunity Employer
Notice to Recruiters:We value our recruiting partnerships but to protect the interest of all parties Oconee State Bank (OSB) does not accept unsolicited resumes from recruiters. All recruiting is managed through OSBs Human Resources Department and contacting hiring managers directly is not appropriate. If you would like to develop a recruiting relationship please work directly with Human Resources. All unsolicited resumes submitted through our website or to OSB email accounts shall be deemed property of Oconee State Bank.
Required Experience:
Manager
Employment Type
Full Time
Key Skills
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