Portfolio Manager

SBA PORTFOLIO MANAGER
Location Phoenix, AZ | Hybrid / Remote-US

Compensation & Schedule
• $66,500 – $83,000 annually
• Full-time
• W2 employment

ROLE IMPACT
This role manages an assigned portfolio of government-backed small business loans, ensuring credit quality, regulatory compliance, and ongoing relationship strength. The position serves as a primary point of contact for portfolio monitoring, member engagement, and servicing activities. Success is defined by proactive risk management, accurate servicing, and strong collaboration across lending functions.

• Key Responsibilities
• Manage an active portfolio of SBA 7(a), SBA 504, and USDA-guaranteed loans, ensuring ongoing performance and compliance.
• Gather and analyze financial statements, tax returns, and supporting documentation to support credit decisions and annual reviews.
• Serve as the primary contact for members regarding portfolio monitoring, loan servicing requests, and documentation needs.
• Track financial reporting, maturing notes, covenants, insurance, and other ongoing requirements.
• Identify early warning signs of credit deterioration, monitor delinquencies, and escalate concerns as appropriate.

• Minimum Qualifications
• High school diploma or GED.
• Three years of experience in SBA loan servicing, underwriting support, credit analysis, or portfolio management.
• Working knowledge of SBA 7(a) and 504 programs, servicing requirements, and liquidation guidelines.

• Core Tools & Systems
• SBA SOP and servicing/liquidation frameworks
• Commercial loan servicing and portfolio management systems
• Core banking or loan processing platforms
• Microsoft Office, including Word, Excel, and collaboration tools

Preferred Skills
• Bachelor’s degree in business, finance, accounting, or a related field.
• Experience coordinating across underwriting, servicing, and business development teams.
• Strong analytical skills, attention to detail, and ability to manage multiple priorities.

Legal Notice
Occasional lifting of up to 25 pounds may be required. This role involves extended periods of sitting, standing, and computer use. A dedicated home workspace is required to meet remote work expectations.

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