Small Business Administration (SBA) Portfolio Manager jobs in United States
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Wintrust Financial Corporation · 1 day ago

Small Business Administration (SBA) Portfolio Manager

Wintrust Financial Corporation is a $66 billion financial institution providing community and commercial banking, specialty finance, and wealth management services. The SBA Portfolio Manager is responsible for managing the existing SBA loan portfolio, ensuring compliance with SBA rules, and serving as the primary contact for SBA servicing and liquidation activities.

Financial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

Oversee internal and external SBA audits as the primary contact for Wintrust’s 16 charter banks
Establish and maintain relationships with community bankers, business bankers, SBA team members and Managed Assets Department within Wintrust Community Banks to appropriately service the existing SBA portfolio and ensure continued SBA compliance
Be a resource regarding SBA compliance on new loan originations regarding eligibility, closing requirements, etc
Work with charter banks to evaluate SBA servicing requests using a thorough knowledge of loan policy, guidelines, procedures and SBA standard operating procedures. Coordinate quarterly SBA problem loan discussions. When appropriate, prepare credit memorandums documenting servicing approvals
Collaborate with Managed Assets to ensure compliance with SBA’s servicing & liquidation procedures to maximize recovery through: Providing guidance on SBA related requirements on various servicing requests, documentation requirements, and workout/liquidation strategies Timely submission of Universal Purchase Packages to collect SBA Guarantees Compliant litigation plans to increase bank’s reimbursable legal expenses Ensure timely submission of all required SBA loan packages (Offer in Compromise, Charge-Off Requests, Care & Preservation of Collateral, etc.)
Execute exemplary SBA portfolio management and servicing by maintaining appropriate risk rating on all SBA credits, managing administrative past dues and delinquencies, and keeping documentation exceptions to a minimum
Takes part in bank events during and after hours

Qualification

SBA experienceCredit analysisMicrosoft OfficeCustomer serviceTime managementOrganizational skillsCommunication skills

Required

3+ years of SBA experience; servicing and liquidation experience preferred
Must have excellent time management and organizational skills with an attention to detail
Exceptional written and verbal communication skills, along with interpersonal and customer service skills
Proficiency using Microsoft Office products

Preferred

Bachelor's degree preferred

Benefits

Medical Insurance
Dental
Vision
Life insurance
Accidental death and dismemberment
Short-term and long-term Disability Insurance
Parental Leave
Employee Assistance Program (EAP)
Traditional and Roth 401(k) with company match
Flexible Spending Account (FSA)
Employee Stock Purchase Plan at 5% discount
Critical Illness Insurance
Accident Insurance
Transportation and Commuting Benefits
Banking Benefits
Pet Insurance

Company

Wintrust Financial Corporation

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Wintrust Financial Corporation delivers sophisticated financial capabilities with a community bank personality across its businesses in banking, specialty finance, and wealth management.

H1B Sponsorship

Wintrust Financial Corporation has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (26)
2024 (15)
2023 (19)
2022 (27)
2021 (10)
2020 (7)

Funding

Current Stage
Public Company
Total Funding
$683M
Key Investors
CIVC Partners
2025-05-08Post Ipo Equity· $425M
2022-06-07Post Ipo Equity· $258M
2020-05-05IPO

Leadership Team

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Timothy Crane
President and Chief Executive Officer
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Company data provided by crunchbase