Portfolio Manager Ii - Sba Underwriter

Elmhurst Bank & Trust Co

Base: $85,000 - $110,000; bonus/equity: eligible f...
Not specified
3+ years of sba experience
Financial statement analysis
Credit risk evaluation
Wintrust is seeking a Portfolio Manager II - SBA Underwriter to join their team, focusing on analyzing and managing SBA loan transactions. The ideal candidate should have over three years of SBA experience and possess strong credit analysis skills

Job Summary

  • The role involves preparing thorough credit presentations for SBA loan transactions including detailed financial analysis of applicants and guarantors.
  • Candidates will partner with lenders to proactively manage the SBA loan portfolio and recommend risk rating adjustments based on borrower conditions.
  • Wintrust offers a comprehensive benefits package including medical, dental, vision, life insurance, and a 401(k) with company match.

Matching Summary

Match Score: 85

Wintrust is seeking a Portfolio Manager II - SBA Underwriter to join their team, focusing on analyzing and managing SBA loan transactions. The ideal candidate should have over three years of SBA experience and possess strong credit analysis skills.

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
  • Excellent time management skills
  • Strong interpersonal communication
  • Proactive portfolio servicing

Key Requirements

  • Bachelor's degree preferred
  • Formal bank credit training preferred
  • Proficiency in Microsoft Office products
  • Understanding of general credit and risk principles

Work Rights

Not specified

Tailored Resume

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