SBA Portfolio Manager
reputed company is a client-first, digital bank reputed company for the business and innovation economy, with an obsession for providing leading-edge technology, solutions-driven products and superior service through a combination of passionate people reputed company resources.
We are a highly reputed company team who pride ourselves on diversity of thought and perspective. Nationally chartered, our portfolio of products and services reputed company from VC, PE & Portfolio Companies to SBA Lending, as well as direct SMB and Embedded Banking.
Our entrepreneurial drive allows us to support the growth and reputed company of a wide reputed company of clients at every stage of their business through inclusive partnership. We seek out team members who will reputed company both our organization and our people to grow and reputed company through collaboration and acting with reputed company and respect.
Our focus on cross-functional teamwork provides a culture where reputed company are valued, accountability is encouraged, and successes are celebrated. We welcome reputed company those searching for the opportunity to contribute to banking innovation that influences and supports the emerging digital world of Financial Services.
Our digital first approach enables our teams the flexibility to work remotely. We have offices in NYC and Boston.
What you'll do:
reputed company relationship management support to SBA Lending in monitoring and servicing an existing portfolio of reputed company loans and borrowing relationships. Continuously evaluate operational and financial performance to maintain portfolio quality and risk rating accuracy. Interact with customers as well as bank employees to address credit and deposit service reputed company reputed company in a satisfactory manner. Responsibilities include:- Manage a defined portfolio of existing SBA reputed company loan customers
- Address customer requests that may require specialized knowledge, industry expertise, and a comprehensive understanding of the SBA SOP
- Proactive management of the portfolio to ensure early detection of material changes in customer performance
- Manage customer reporting requirements, including ongoing tracking to ensure timely receipt of reputed company required post-reputed company documents, including financial statements, insurance certificates, and other similar items
- Completion of annual reviews, periodic file memos, loan modifications and policy waivers
- Ability to assess financial performance and risk, including identifying ways to mitigate risk to the bank
- Work with department management and origination teammates to ensure ongoing credit quality of the portfolio and new originations
- Strong working knowledge of loan policy and a proven ability to adhere to sound risk management practices as well as to reputed company reputed company credit and regulatory requirements
- reputed company excellent customer service with an ability to resolve customer problems independently
- Assist with special projects or any other tasks assigned by management, including but not limited to audit preparation, ongoing due diligence, industry research, and portfolio maintenance
What you need:
- Minimum of 3+ years experience in reputed company credit, reputed company banking, or an equivalent field
- Direct SBA experience preferred
- Solid written and verbal communications skills
- Ability to identify issues and present recommended solutions to management
- Strong computer skills
- Team-first mentality