Job Title:SBA Portfolio Manager
Primary Location:Westchase Tampa FL
Employee Status: full-time salary
Estimated Hours/Week:38
Hybrid: Yes
Weekly Pay
Comprehensive Health & Wellness package including Medical (with prescription coverage) Dental and Vision
Matching Health Savings Account Contributions Dependent Care flexible spending account (FSA)
Retirement options like 401 (k) with company match and pension
Paid time off: Vacation Personal days paid holidays paid volunteer time sick days & flex time
Tuition reimbursement
To see a full list of our benefit offerings check out this helpful guide!
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 LMCU 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 LMCU loan policy.
Prepare 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.
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.
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.
2 years of similar or related experience.
Bachelors degree in accounting Business Finance or a related field of study.
Were proud of our past thrilled with our present and couldnt be more excited about our future! Lake Michigan Credit Union has grown to become one of the largest credit unions in the nation with our headquarters in West Michigan.
As a credit union LMCU is a not-for-profit institution owned by its members instead of corporate stockholders. We are accountable directly to our members and they directly share in our success benefitting by lower and fewer fees better savings and checking interest rates lower cost mortgages and a host of other advantages that simply dont exist at traditional banks.
Its about always doing whats best and right for our members - it guides everything we do.
From friendly knowledgeable and professional employees who greet you by name to offering stellar value at every turn LMCU works for its members.
Working with LMCU you can grow and advance in your career and work with talented teams that help you become better each and every day. As an employee you can have confidence in knowing your work is having an impact by supporting our mission of serving our members lifetime financial needs.
Youll be encouraged to innovate and excel and were committed to your empowerment as an employee providing ongoing training development support and opportunities for you to achieve your career goals.
Have additional questions about the role
You may email us at: .
If you lack access to the internet or internet connectivity or have a disability that hinders your ability to apply online please choose one of the following options to obtain assistance:
Call us at:
Mail your resume to: 5664 Prairie Creek Drive Caledonia MI 49316
Please Note: These options are reserved for use by individuals requesting an accommodation as a candidate. Information received via these options will be routed to our HR team who will provide appropriate assistance to facilitate the completion of LMCUs online application.
Required Experience:
Manager