Portfolio Manager Ii - Sba Underwriter

Wintrust

Base: $85,000 - $110,000; bonus/equity: eligible f...
3+ years of sba experience
Financial statement analysis
Credit risk evaluation
The role involves preparing thorough credit presentations for SBA loan transactions including detailed financial analysis

Job Summary

  • The role involves preparing thorough credit presentations for SBA loan transactions including detailed financial analysis.
  • Candidates will partner with lenders to proactively manage the SBA loan portfolio and recommend risk rating adjustments.
  • The position offers a comprehensive benefits package including medical insurance, 401(k) matching, and parental leave.

Matching Summary

The role involves preparing thorough credit presentations for SBA loan transactions including detailed financial analysis.

Salary

Base: $85,000 - $110,000; Bonus/Equity: Eligible for annual bonus; Benefits: Medical, Dental, Vision, Life, 401(k) match

Skills & Requirements

Must-have

  • 3+ years of SBA experience
  • Financial statement analysis
  • Credit risk evaluation
  • Collateral analysis
  • Covenant compliance testing

Nice-to-have

  • Servicing and liquidation experience
  • Formal bank credit training
  • Strong organizational skills
  • Excellent communication skills
  • Proactive portfolio management

Key Requirements

  • Bachelor's degree preferred
  • Formal Bank credit training preferred
  • Proficiency in Microsoft Office products
  • Must have excellent time management skills

Work Rights

Not specified

Tailored Resume

Cover Letter