SBA Portfolio Manager - Tampa, FL

LMCU • Tampa, FL

1d • Hybrid

About The Position

The SBA Portfolio Manager is primarily responsible for supporting the ongoing management of the existing SBA 7(a), and other government-guaranteed loan products. Specifically, includes activities to ensure compliance with SBA - SOP guidelines, LMCU loan policy, and applicable regulations. Contributes to the assessment, structuring, servicing of existing loans. Position is a key contributor to bolstering the safety and soundness of the SBA loan portfolio.

Requirements

• 2+ years of similar or related experience.
• Bachelor’s degree in accounting, Business, Finance or a related field of study.

Responsibilities

• Prepares annual loan reviews for the existing SBA 7(a), and other government guaranteed loan portfolio in compliance with the LMCU loan policy.
• Prepare the required quarterly Special Asset Reports for submission to SBA Special Asset Officer.
• Monitors and manages the assigned SBA 7(a), and government-guaranteed loan portfolio for compliance with current SBA standard operating procedures to mitigate guaranty repair and denial risk.
• Monitors and manages the assigned SBA 7(a), and government-guaranteed loan portfolio for compliance with current SBA standard operating procedures to mitigate guaranty repair and denial risk.
• Collects, reviews and analyzes financial statement updates to identify risks related to business members' operations.
• Understands, detects, and reports through appropriate channels early warning and when necessary, initiates special asset reporting inclusive of action plans and impairment analysis.
• Work collaboratively with SBA underwriters, loan officers and legal counsel.
• Work collaboratively with SBA underwriters, loan officers and legal counsel.
• Underwrite and manage process related to loan maturities, modifications/servicing actions with the assigned SBA lender.

Benefits

• Weekly Pay
• Comprehensive Health & Wellness package including Medical (with prescription coverage), Dental, and Vision
• Matching Health Savings Account Contributions, Dependent Care flexible spending account (FSA)
• Retirement options like 401 (k) with company match and pension
• Paid time off: Vacation, Personal days, paid holidays, paid volunteer time, sick days, & flex time
• Tuition reimbursement

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level