Small Business Administration (sba) Portfolio Manager

Wintrust

Base: $80,000 - $110,000; bonus/equity: eligibilit...
Sba loan portfolio management
Sba compliance
Credit facility underwriting
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 to internal product partners 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 to internal product partners on post-closing SBA servicing and liquidation activities.
  • Establish and maintain relationships with community bankers, business bankers, SBA team members and Managed Assets Department within Wintrust Community Banks to appropriately service the existing SBA portfolio and ensure continued SBA compliance.
  • Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses.

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 to internal product partners 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 compliance
  • Credit facility underwriting
  • Relationship management with bankers
  • Problem loan discussions
  • Risk rating maintenance

Nice-to-have

  • Relationship-focused personalized service
  • Top place to work
  • Inclusive workplace

Key Requirements

  • 3+ years of SBA experience
  • Servicing and liquidation experience preferred
  • Bachelor's degree preferred
  • Excellent time management and organizational skills
  • Attention to detail
  • Exceptional written and verbal communication skills
  • Interpersonal and customer service skills
  • Proficiency using Microsoft Office products

Work Rights

Not specified

Tailored Resume

Cover Letter