SBA Loan Portfolio Manager – Servicing & Recovery

First National Bank; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

F.N.B. Corporation seeks an SBA Portfolio Servicing Officer to manage a portfolio of SBA loans and perform servicing actions per Bank and SBA policies. You will evaluate delinquencies, prepare deferments, and document actions to mitigate risk while ensuring service excellence.

The role requires strong financial analysis, communication, and multi-tasking abilities in a fast-paced banking environment. Compliance with regulatory guidelines and internal SOPs is essential.

Qualifications

• BA or BS degree required.
• 3 years of related experience preferred.
• Excellent written and verbal communication skills; strong customer service mindset.

Responsibilities

• Analyze financial statements and loan documentation to assess credit quality and risk.
• Handle customer service calls and inquiries; log and track requests.
• Document loan files to support actions; review credit reports affecting repayment ability.
• Prepare and submit deferments for review; retrieve and review underwriting files.

Skills

Excellent communication

Customer service

Organizational skills

Analytical skills

Interpersonal skills

Multi-tasking

Office equipment

PC/software proficiency

Education

BA/BS degree

Tools

General office software

Job description

F.N.B. Corporation seeks an SBA Portfolio Servicing Officer to manage a portfolio of SBA loans and perform servicing actions per Bank and SBA policies. You will evaluate delinquencies, prepare deferments, and document actions to mitigate risk while ensuring service excellence.

The role requires strong financial analysis, communication, and multi-tasking abilities in a fast-paced banking environment. Compliance with regulatory guidelines and internal SOPs is essential.