Portfolio Manager Ii - Sba Underwriter

Wintrust Financial Corporation

Base: $85,000 - $110,000; bonus/equity: eligible f...
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3+ years of sba experience
Thorough financial condition analysis
Borrower ability to repay evaluation
** Wintrust Financial Corporation seeks a Portfolio Manager II - SBA Underwriter to prepare credit presentations for SBA loan transactions, analyze applicants' financial conditions, and manage the SBA loan portfolio. The ideal candidate should have at least three years of SBA experience and strong analytical and communication skills. **

Job Summary

  • The role involves preparing comprehensive credit presentations for SBA loan transactions including thorough analysis of applicant financial conditions.
  • Candidates will partner with lenders to proactively manage the SBA loan portfolio using the SBA's lender portal information.
  • The position offers a competitive salary range of $85,000 to $110,000 along with eligibility for an annual bonus and extensive benefits.

Matching Summary

Match Score: 75

** Wintrust Financial Corporation seeks a Portfolio Manager II - SBA Underwriter to prepare credit presentations for SBA loan transactions, analyze applicants' financial conditions, and manage the SBA loan portfolio. The ideal candidate should have at least three years of SBA experience and strong analytical and communication skills. **

Salary

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

Skills & Requirements

Must-have

  • 3+ years of SBA experience
  • Thorough financial condition analysis
  • Borrower ability to repay evaluation
  • Collateral analysis expertise
  • Covenant compliance testing

Nice-to-have

  • Servicing and liquidation experience
  • Formal bank credit training
  • Excellent time management skills
  • Strong interpersonal communication
  • Proactive risk rating adjustments

Key Requirements

  • Bachelor's degree preferred
  • Formal Bank credit training preferred
  • Proficiency in Microsoft Office products
  • Strong understanding of general credit principles

Work Rights

Not specified

Tailored Resume

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