SBA Senior Portfolio Officer jobs in United States
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Bank of Hope · 6 hours ago

SBA Senior Portfolio Officer

Bank of Hope is seeking a Senior Portfolio Officer to manage loan underwriting and compliance. The role involves analyzing financial data, ensuring adherence to banking regulations, and managing risk associated with loan portfolios.

BankingFinancial ServicesInsuranceVenture Capital
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H1B Sponsor Likelynote

Responsibilities

Underwriting loans by analyzing historical property cash flows, guarantor’s financials, and loan collateral to comply bank policies
Recommend or deny loan requests in conformance with banking regulations and Bank’s loan policies and procedures
Administer and follow up on gathering loan documents
Determine if applications meet our product guidelines and denying or rejecting loans outside the parameters
Analyze the financial information to support loan approval
Gather documents to perfect the security interest in collateral, if applicable
Submit loan documents for timely loan approval or renewal approval presentations in an established format with accuracy and sufficiency of information for proper evaluation
Analyze collateral values and insurance coverage
Perform risk management on loans
Submit reports of calls made and document customer contacts for future references
Detect early warning signs of problem loans and immediate notification to a supervisor, Chief Credit Administrator, Loan Review, or Loan Servicing
Comply with regulatory requirements including Bank Secrecy Act, OFAC, and USA Patriot Act, CRA, Privacy, and Security
Develop loan and deposit customers may be required
Comply with the Bank’s security program, including but not limited to:
Review and comply with the End-User Computing Agreement
Acquire good knowledge on functions and usage of computer systems as related to the assigned job functions
Be current and knowledgeable in industry’s trend in safeguarding the Bank against confidential data leak, identity theft, fraudulent activities, and computer security threats
Reports suspicious activities to manager, Chief Risk Officer or Information Security Officer

Qualification

Lending operations knowledgeBank regulations knowledgeAnalytical skillsManage deadlinesCommunication skillsAnalytical/math skillsRespond to inquiriesPresentation skills

Required

Minimum Education Level: High School Diploma
5+ years of banking experience, preferably in lending
Excellent written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone
Ability to respond effectively to sensitive inquiries or complaints
Ability to make effective and persuasive speeches and presentations on controversial or complex topics to top management, employees, regulators, or board members
Strong analytical skills including the ability to define problems, collect data, establish facts, and draw conclusions
Ability to interpret technical instructions in mathematical or diagram form and deal with several abstract and concrete variables
Good Analytical/Math skills
Effectively manage multiple deadlines and projects
Knowledge of lending operations, Note or International Dept policies and procedures
Knowledge of bank regulations affecting customer accounts

Benefits

Bonus
Benefits

Company

Bank of Hope

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Bank of Hope is a banking institution with offices across the US.

H1B Sponsorship

Bank of Hope 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 (14)
2024 (6)
2023 (9)
2022 (13)
2021 (9)
2020 (10)

Funding

Current Stage
Late Stage

Leadership Team

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Dennis Schreyer
Senior Vice President, Corporate Banking Group, Head of Middle Market Loan Syndications
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Company data provided by crunchbase