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.
  • In this deadline-oriented role, you will be responsible for managing certain credit relationships – including gathering, analyzing and underwriting all business and personal financial data for the purpose of issuing, extending, amending, and reviewing a commercial credit facility.
  • 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
  • Risk rating
  • Loan policy and guidelines

Nice-to-have

  • Relationship-focused service
  • 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