SBA Portfolio Manager

Regional Community Bank - Atlanta, GA

Coordinates and communicates with customers and RMs through the process of meeting, loan approval, closing, funding and maintenance of relationship through the term of the loan.


  • Consistently provide excellent customer services to customers.
  • Works with RMs and Portfolio Administrators (PAs) to manage loan exceptions, past due payments, and overdrafts.
  • Helps with any audits, SBA reviews and other such inquiries.
  • Experience inworkingwith legalcounselin thehandlingoflegalissues ofvarious complexities, inadditiontoother SBAservicingrequestsof allcomplexities
  • ExperiencedSpecial AssetsOfficer with bothconventionalcredit facilities and SBA7aand504loan products
  • Experience in Special AssetsOfficer with SBA7aand504loan products
  • Demonstrated experienceinproviding reportsandanalysisonthestatus ofanSBA loanportfolio
  • Assistwith thecreationofreportswith credit riskreview
  • Works with RM to collect information needed from borrower and then underwriting the loan per SBA and bank guidelines and policy.
  • Coordinates the sale of loan in the secondary market with TL.
  • Supports the team by helping with documents related to approval, changes, term sheets and commitment letters as needed.
  • Provides support and guidance to the PA through the closing and funding process including review of authorization.
  • Ensures compliance with SBA policy and bank policy including monitoring covenants if any.
  • Provides support for electronic loan processing/servicing documentation management system and customer relationship management systems.
  • Participates in special assessments, projects, and ad hoc analysis including audits, SBA reviews.
  • Can perform required job functions with minimal supervision.

  • Required Skills

  • Bachelor’s degree strongly preferred or 8 years of equivalent work experience.
  • Experience with credit training preferred.
  • 5+ years of experience at a financial institution in a similar role.
  • General credit/underwriting knowledge.
  • Knowledge of SBA SOPs.
  • Knowledge of MS Office; proficient in Excel and Word.
  • Ability to motivate, influence and collaborate with others both internally and externally.
  • Must have the ability to multi-task in a fast paced environment and prioritize your focus on most impactful activities.
  • Strong oral and written communication skills when interacting with internal and external clients.
  • Strong analytical, critical thinking and problem solving skills.



Posted On: Tuesday, October 23, 2018

Position Contact
David Singer
Strategic Partner/Consultant / Recruiter
(919) 247-1166

David Singer
Strategic Partner/Consultant
Office: 919-847-8174

cell/text: 919-247-1166

fax: 866-381-3021

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