First Internet Bank · 5 hours ago
SBA Portfolio Manager I
Fishers, IN
Part-time
Onsite
Entry, Mid Level
2+ years expFirst Internet Bank is a pioneering online bank dedicated to innovative banking solutions. As an SBA Portfolio Manager I, you will manage existing loans, conduct annual reviews, and mitigate risks to protect the Bank's SBA guarantee.
BankingFinancial ServicesInternet
Responsibilities
Assist in the monitoring of the past due report to identify and alleviate payment issues within the first 15 days of delinquency, and recommend mitigation to help the credit remain paid as agreed
Assist in collection of pertinent information needed to underwrite basic servicing actions, to include requests for modifications to the original terms of the loan, or the replacement/release of collateral; and recommend a course of action that fits within Bank policies and procedures and is in accordance with SBA SOP 50 57
Assist in the collection of financial documentation required to assess the ongoing creditworthiness of the portfolio
Analyze available annual and quarterly financials from borrowers within the SBA Portfolio to ensure an accurate risk assessment is applied to each borrower during the renewal and annual review process
Analyze global cash flow for existing SBF borrowers and guarantors to identify their financial condition, profitability, repayment ability, operating trends, and determine if there are any financial indicators that point to current or potential stress within the business or guarantor's financial situation
Process servicing requests of a less complex nature, with risk ratings of Acceptable or better
Provide daily exceptional customer service to both internal and external customers
Recommend and model appropriate loan structure for new and existing loan relationships
Ensure customer records are maintained and updated in the core platforms including PCFS solutions, 'Loan Manager'; nCino, and other banking platforms as required
Maintain Financial Review Status log, Servicing action log, and Financial Statement Checklists that serve as financial ticklers
Keep up-to-date on Bank policies, SBA policies, laws and regulations that govern commercial lending
Cross-train and assist Loan Servicing department as needed
Perform other duties as assigned
Qualification
Required
A minimum of two years of direct experience in a commercial lending portfolio management setting, preferably in SBA lending
Ability to multi-task and manage a multi loan volume pipeline
A general knowledge and skill set in MS Office (Word, Excel, Office, etc.), Skype, and Zoom
Preferred
A general knowledge of the SBA SOP's 50 57 and actions as outlined in the 7a Servicing and Liquidation Actions is preferred
Experience in Loan platform systems of E-Tran, nCino and PCFS is also preferred
Benefits
Medical, Dental, and Vision Insurance for Full-Time employees - Eligibility begins on day one of employment
401(k) Retirement Plan with Generous Match for Full-Time and Part-Time employees - Eligibility begins on day one of employment
Professional Development Reimbursement
At Least 3 Weeks Paid Vacation Annually - For New Employees, Paid Vacation is Adjusted Based on Start Date
Eleven Paid Holidays
Paid Volunteer Time
Annual First Internet Bank-branded merchandise allowance
Company
First Internet Bank
First Internet Bank is an FDIC-insured institution that provides real-time transaction services. It is a sub-organization of First Internet Bancorp.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Mark Brown
First Vice President - Finance - Fintech and Special Projects
Lorraine Ortiz
Chief People Officer
Recent News
2025-10-27
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2025-10-23
2025-10-21
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