EagleBank · 7 hours ago
SBA Portfolio Manager
8245 Boone Boulevard, Ste 820
Full-time
Hybrid
Entry, Mid Level
$67K/yr - $105K/yr
2+ years expEagleBank is a values-driven organization focused on building meaningful relationships with customers, employees, and shareholders. The SBA Portfolio Manager will work with Relationship Managers to grow and manage the portfolio, coordinate loan processes, and maintain customer relationships throughout the loan term.
BankingFinancial Services
Responsibilities
Under supervision, the SBA Portfolio Manager works with the Relationship Managers (RMs) and the department leaders to help grow and manage the portfolio
In conjunction with the RMs, meets with potential/existing customers to discuss loan prospects and options
Coordinates and communicates with customers and RMs through the process of meeting, loan approval, closing, funding and maintenance of the relationship through the term of the customer relationship
Qualification
Required
H.S. Diploma or General Education Degree (GED) or equivalent
2 years commercial credit analysis experience or portfolio management (or a combination thereof)
Successful completion of a formal commercial credit training program will be considered in lieu of this requirement
Experience with Small Business Administration loans (i.e. underwriting, closing, servicing or liquidation)
Familiarity with commercial credit transactions and structuring Experience with C&I, CRE, Small Business, and other government guaranteed lending programs will be considered
Familiarity with commercial loan documentation
Capital Access Financial System
E-Tran
Commercial credit/underwriting knowledge
Solid understanding of SBA SOPs
Familiarity with SBA lending programs including Standard 7(a), 7(a) Small Loan, SBA Express, Export Express, International Trade, and CAPLines
Proficiency with Microsoft Word, Excel, and Outlook
Working knowledge of bank depository services (i.e. checking, savings, and certificate of deposit accounts, ACH and wire transactions)
Preferred
Bachelor's Degree in Arts/Sciences (BA/BS)
3 years 3 additional years of credit analysis experience or portfolio management (other relevant lending experience will be considered)
Successful completion of a formal credit training program
Benefits
Maternity and parental leaves
Wellness discounts
Healthcare premium sharing
Employer funding in your HSA account
100% 401(k) matching up to 4%
Company
EagleBank
EagleBank is a local community business bank with 12 branches and 4 regional offices in Maryland, Northern Virginia and Washington, DC.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$77.7M2024-09-30Post Ipo Debt· $77.7M
2016-07-26Post Ipo Debt
1998-06-09IPO
Leadership Team
Susan Riel
Chair, President and Chief Executive Officer
Evelyn Lee
CLO for C&I
Recent News
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