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SBA Portfolio Manager in Atlanta at SNI Financial

Date Posted: 5/2/2018

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Job Description

Provides daily servicing and liquidation of loans guaranteed by U.S. Small Business Administration (SBA) to ensure compliance with SBA regulatory guidelines and bank lending policies and practices.
Essential Functions

  • Ensures timely in depth financial analysis and annual reviews of existing relationships
  • Ensures timely in depth financial analysis and annual reviews of participation loans
  • Ensures that the loans are "graded" properly according to the Paragon Bank's loan grading policy.
  • Ensures the timely distribution of default letters.
  • Requests and obtains financial updates
  • Assists in clearing collateral exceptions that affect the SBA Guarantee.
  • Works closely with Credit Transition on SBA loan workouts and liquidations.
  • Ensures timely distribution of Denial Letters
  • Responsible for ordering annual site visits
  • Responsible for monitoring all insurances for SBA portfolio
  • Request and collect additional documents from borrowers needed to complete servicing request per SBA requirements

Preferred Education, Experience, and Skills

  • College degree in finance, business or related field.
  • 3 years of banking experience of which 1 year in SBA Portfolio Management.
  • Strong analytical skills.
  • Excellent verbal and written communication skills.
  • Proficient analysis software and Windows-based PC skills.
  • Working knowledge of loan credit analysis; loan processing practices and procedures; loan systems; small business administration regulatory guidelines; loan quality and risk rating system; bank products and services


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