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SBA Portfolio Manager

United States, United StatesFull-timeMid-levelRemote

Sponsorship & Mobility Evidence

Classified 11/14/2026
Sponsorship Not Disclosed

Source Listing Evidence: “The source job description does not explicitly confirm or rule out visa sponsorship.”

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Role Overview

Essential Responsibilities: • Independently manage and service a portfolio of assigned loans. • Determine whether proper course of action is permitted by the SBA in accordance with SOP guidelines, Federal regulations, and the Bank’s SBA policy. • Elevate loans up to 60 days where debt will not be recouped to the appropriate internal business unit. • Responsible for member service telephone calls and inquiries. • Log, assign and track all received requests.

Responsibilities

Essential Responsibilities: • Independently manage and service a portfolio of assigned loans. • Determine whether proper course of action is permitted by the SBA in accordance with SOP guidelines, Federal regulations, and the Bank’s SBA policy. • Elevate loans up to 60 days where debt will not be recouped to the appropriate internal business unit. • Responsible for member service telephone calls and inquiries. • Log, assign and track all received requests. • Review credit reports and other documents affecting repayment ability or payment of SBA loan guarantee. • Prepare and submit deferments for review and approval. • Retrieve credit file. • Exercise decision making and authority to minimize organizational risk by leveraging operational controls. • Contribute to organizational projects and improvement initiatives. • Reconcile misapplied payments. • Ensure mitigation strategies have been taken to collect and resolve debts. • Prepare monthly status reports. • Conduct a thorough review of loan collateral and recommend the appropriate course of action to secure or dispose. • Document servicing file with recommendation. • Complete member requests such as multi-funding, not including construction. • Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA). • Other duties as assigned.

Qualifications

Minimum Required Skills & Competencies: • Bachelor’s degree in business administration or related field or equivalent banking experience. • Minimum of 3 - 5 years’ servicing or underwriting experience, preferably with SBA loans. • SBA standard operating procedure knowledge required. • Jack Henry, E-Tran, and Capital Access Financial System experience are preferred. • Working knowledge of industry regulations and legislative guidelines. • Comprehensive understanding of SBA lending, operations activities, products, and services. Desired Skills & Competencies:

Key Skills & Tags

SBA-Portfolio-Management · Loan-Servicing-Manager · SBA-Loan-Officer · Portfolio-Manager

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