Enter a job title or keyword
SBA & USDA Portfolio Manager – Job # 341
Job Location:
Job Location:
Park Forest, IL - USA
Yearly Salary:
USD 100000 - 100000
Yearly Salary:
Posted:
29 September 2026 (Yesterday)
Posted:
Application Deadline:
27 December 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
SBA & USDA Portfolio Manager To $100K Hybrid Remote (Tampa) Job # 3419
Who We Are
The Symicor Group is a boutique talent acquisition firm based in Lincolnshire IL & San Antonio TX. Our nationally unique value proposition centers around providing the very best available banking and accounting fact most of our recruiters are former bankers or accountants themselves!
We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position The Symicor Group stands ready to deliver premium results for you.
The Position
Our client is seeking to fill a Hybrid Remote SBA & USDA Portfolio Manager role in the Tampa FL area. This position is responsible for the Portfolio Management (servicing/monitoring/workouts/liquidation) of the SBA & USDA loans pre/post closing SBA & USDA reporting Credit Analysis & Annual Reviews of Credit Memo and on-going servicing (to include draw requests/disbursements construction monitoring update Credit Memo/Addendum submitting packages to the SBA to Repurchase Guaranty working with the Special Assets Dept/SAD).
This position comes with a generous salary of up to $100K and a full benefits package. (This is a hybrid remote remote position)
SBA & USDA Portfolio Manager responsibilities include:
- Review the Closing Pipeline Report (nCino) to determine assignments (provide a Closing Checklist to Closer to meet Conditions of Closing/SBA Authorization and update Credit Memo (Addendum) if needed
- On-going monitoring of construction loans/portfolio to ensure that the loan proceeds are disbursed per the Credit Memo/SBA Authorization (prepare Credit Memo Addendum if re-allocation is needed) get CLO/committee approval if loan amount must be increased to meet construction overruns that exceed contingency proceeds.
- Maintain nCino for reporting/construction monitoring/loan proceed disbursements/servicing & liquidation (SAD must be involved)
- Prepare SBA Form 1149-Liquidation Transcript for Repurchase 7a (and USDA) Guaranty work directly with the SBA/USDA Repurchase/Liquidation & Servicing offices
- Manage and update the USDA Reporting work with SBA/USDA Loan Servicing Specialist (ensure that the USDA Annual Fee is billed/collected from the Borrower and remitted to the USDA)
- Order Appraisals to update collateral values (LTV) as needed for construction after C.O. and liquidation analysis (work with SAD) prepare the Credit Memo Addendum to present to CLO/committee
- Work directly with the SBA SAD and attorney to provide documentation for workouts & liquidations
- Prepare and submit all Notices to the borrower SAD SBA USDA attorney
- Work directly with Special Assets/SAD & each Regional Manager/CLO to provide progress reports and get approvals if needed.
- Prepare and monitor the SBA Watch List for all SBA/USDA loans that do not meet the minimum DSC prepare Annual Review Report/Credit Memo Addendum for approval to down-grade the loan.
- Review all Loan Modifications (deferments collateral releases exceptions) submit requests for the appropriate approvals (CLO loan committee SBA/USDA secondary market investor)
- Review Cash Injection and Use of Proceeds disbursement spreadsheets to meet SBA and USDA requirements
- Review fully funded loans for documentation exceptions
- Create/Prepare a Documentation Checklist for each file prepare spreadsheet for missing documents and contact the borrower to collect the documents to complete the credit file
- Establish loan tickler for annual review requirements (per SBA SOP and USDA)
- Track member compliance with loan covenants including quarterly and/or annual documentation requests for underwriting.
- Maintain SBA 10-Tab Credit File (Loan Servicing Specialist will assist)
Who Are You
Youre someone who wants to influence your own development. Youre looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are but merely the starting point for your future.
You also bring the following skills and experience:
- Strong ability to interact with lending staff and borrowers think critically structure payment plans prepare financial statement spreads understand cash flow and interact with Chief Lending Officers (CLOs) and loan committees (RLC/DLC/ELC) and SAD.
- Excellent verbal and written communication skills are necessary as is the ability to go beyond the financial statements to determine best course of action.
- To process all Borrower actions while protecting the SBA & USDA guarantee as it relates to payment modifications deferments collateral release etc.
- Strong knowledge of the SBA SOP for Liquidation and Servicing
- Knowledge of the USDA B&I Program preferred but not required.
- Responsible for compliance with all regulations laws and bank policies and procedures that pertain to your day-to-day job responsibilities.
- Responsible for maintaining a working knowledge of all compliance regulations pertinent to your assigned duties by successful completion of any courses assigned on a timely basis.
- Responsible for adherence to Banks Code of Professional Ethics and Conduct as well as observing and promoting compliance with the Code among fellow bank personnel customers and vendors.
The next step is yours. Email us your current resume along with the position you are considering to:
Required Experience:
Manager
