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.
  • Wintrust offers a comprehensive benefits package including medical insurance, 401(k) match, and employee stock purchase plans.

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

Key Requirements

  • Bachelor's degree preferred
  • Formal Bank credit training preferred
  • Proficiency in Microsoft Office products

Work Rights

Not specified

Tailored Resume

Cover Letter