SBA Portfolio Manager

Job description

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 con...