SBA Portfolio Manager
Grasshopper Bank
full-time
Posted on:
Location Type: Remote
Location: New York • United States
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About the role
- Provide relationship management support to SBA Lending in monitoring and servicing an existing portfolio of complex 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 related matters in a satisfactory manner.
- Manage a defined portfolio of existing SBA commercial 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 all required post-close 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 all internal and external credit and regulatory requirements
- Provide 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
Requirements
- Minimum of 3+ years experience in commercial credit, commercial 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
commercial creditSBA lendingfinancial performance assessmentrisk managementloan policy adherenceportfolio managementcustomer reportingloan modificationspolicy waiversdue diligence
Soft Skills
relationship managementcustomer serviceproblem resolutioncommunicationteamworkissue identificationsolution presentationproactive managementorganizational skillsindependence