SBA Portfolio Manager: Compliance & Performance Lead

Accordia Bank; Pleasant Grove (UT); On-site; USD 85,000 - 120,000; Full time

Job summary

Accordia Bank is seeking an SBA Portfolio Manager to oversee the ongoing management and performance of SBA 7(a) and 504 loan portfolios. The role emphasizes compliance with SBA SOP, risk management, and collaboration with Relationship Managers, SBA Underwriters, and Audit teams.

The candidate will monitor financial performance, covenant compliance, collateral maintenance, and servicing actions, while preparing SBA reporting and maintaining file documentation for audits.

Qualifications

• Strong credit analysis and financial statement interpretation skills.

Responsibilities

• Oversee the full life cycle of SBA 7(a) and 504 loans after closing, ensuring ongoing SBA SOP compliance.

Skills

Credit analysis

Financial statement interpretation

Attention to detail

Communication skills

Multitasking

SBA systems proficiency

Education

Bachelor’s degree in Business/Finance/Accounting

Tools

SBA CAFS/E-Tran

Microsoft Office Suite

Loan operating systems

Job description

Accordia Bank is seeking an SBA Portfolio Manager to oversee the ongoing management and performance of SBA 7(a) and 504 loan portfolios. The role emphasizes compliance with SBA SOP, risk management, and collaboration with Relationship Managers, SBA Underwriters, and Audit teams.

The candidate will monitor financial performance, covenant compliance, collateral maintenance, and servicing actions, while preparing SBA reporting and maintaining file documentation for audits.