The SBA Portfolio Manager is responsible for managing and being the primary point of contact for the existing SBA loan portfolio, including monitoring, analyzing, and providing guidance on post-closing SBA servicing and liquidation activities
Job Summary
The SBA Portfolio Manager is responsible for managing and being the primary point of contact for the existing SBA loan portfolio, including monitoring, analyzing, and providing guidance on post-closing SBA servicing and liquidation activities.
Responsibilities include establishing and maintaining relationships with internal partners, evaluating SBA servicing requests, and preparing credit memorandums.
Wintrust offers a comprehensive benefits package including medical, dental, vision, life insurance, disability insurance, parental leave, 401(k) with company match, and an employee stock purchase plan.
Matching Summary
The SBA Portfolio Manager is responsible for managing and being the primary point of contact for the existing SBA loan portfolio, including monitoring, analyzing, and providing guidance on post-closing SBA servicing and liquidation activities.
Salary
Base: $80,000 - $110,000; Bonus/Equity: eligibility to earn an annual bonus; Benefits: Medical Insurance, Dental, Vision, Life insurance, Accidental death and dismemberment, Short-term and long-term Disability Insurance, Parental Leave, Employee Assistance Program (EAP), Traditional and Roth 401(k) with company match, Flexible Spending Account (FSA), Employee Stock Purchase Plan at 5% discount, Critical Illness Insurance, Accident Insurance, Transportation and Commuting Benefits, Banking Benefits, Pet Insurance
Skills & Requirements
Must-have
SBA loan portfolio management
SBA servicing and liquidation
SBA compliance and regulations
Credit facility management
Risk rating SBA credits
Nice-to-have
Relationship-focused service
Team collaboration
Inclusive workplace culture
Key Requirements
3+ years of SBA experience
Servicing and liquidation experience preferred
Bachelor's degree preferred
Excellent time management and organizational skills
Exceptional written and verbal communication skills