SBA Portfolio Manager jobs in United States
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Ledgent · 1 week ago

SBA Portfolio Manager

positionPhoenix, AZ
timeFull-time
remoteHybrid
seniorityMid Level
money$90K/yr - $110K/yr
date3+ years exp

Ledgent is a well-established credit union seeking an SBA Portfolio Manager. In this role, you will manage an assigned portfolio of SBA loans, ensuring compliance and maintaining member relationships while overseeing credit risk and servicing activities.

AssociationHuman ResourcesInformation TechnologyOutsourcingRecruiting
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Culture & Values
Hiring Manager
Claire G.
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Responsibilities

Manage and monitor a portfolio of SBA and USDA loans throughout the loan lifecycle
Review financial information, perform annual reviews, and monitor maturities and portfolio risk
Serve as the primary contact for members, supporting relationship management and retention
Collect and review documentation to support underwriting, servicing, and credit decisions
Identify and resolve documentation and compliance exceptions
Monitor delinquency, identify credit concerns, and escalate issues as appropriate
Ensure compliance with SBA SOPs, servicing requirements, and internal policies
Collaborate with business development, underwriting, closing, and servicing teams to support loan modifications, reviews, and approvals
Review and approve loan draw requests in accordance with SBA and credit union guidelines
Perform related duties as assigned to support SBA lending operations

Qualification

SBA loan managementSBA 504 knowledgeSBA 7(a) knowledgeUSDA loan experienceFinancial statement analysisRelationship managementRisk monitoringCompliance standards

Required

3+ years of experience managing SBA or commercial loan portfolios
Working knowledge of SBA 504 and SBA 7(a) programs; USDA experience preferred
Strong understanding of SBA SOPs, loan servicing requirements, and compliance standards
Experience analyzing borrower financial statements and performing annual reviews
Ability to identify portfolio risk, monitor delinquency, and escalate credit concerns
Comfortable serving as the primary point of contact for member relationships

Preferred

USDA experience preferred

Company

Ledgent

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Ledgent Finance & Accounting, a business line of Roth Staffing Companies, provides temporary, temporary-to-hire, direct hire, and executive search services for finance and accounting positions.
dateFounded in 1994
location
Orange, California, USA
people-size201-500 employees
web-link
http://www.ledgent.com

Funding

Current Stage
Growth Stage
Total Funding
$12.5M
2000-09-20Series A· $12.5M
Company data provided by crunchbase