TAB Bank · 17 hours ago
SMB Portfolio Manager
OGDEN, Utah, United States
Full-time
Onsite
Senior Level
5+ years expTAB Bank is a financial institution specializing in lending solutions, and they are seeking an SMB Portfolio Manager to lead the SMB Lending department. The role involves managing the loan portfolio, improving credit quality, and providing excellent customer service while adhering to credit policies.
BankingFinanceFinancial ServicesFinTech
No H1B
Responsibilities
Develop and monitor key performance indicators associated with managing the performance of the loan portfolio
Define the framework and implement necessary changes for efficiently overseeing all responsibilities associated with servicing the loan portfolio
Research, design, and implement improved efficiencies for internal processes and decision making
Develop and implement operational policies, standards, and procedures for managing the loan portfolio
Oversee successful transition from origination, to portfolio servicing, to liquidation
Facilitate an environment conducive to teamwork and customer satisfaction, while successfully executing credit policies and best practices
Demonstrate outstanding judgment in identifying and reacting to critical issues while providing timely resolution
Present portfolio performance and metrics to the Watch Loan Committee
Responsible for adhering to bank regulation requirements with professional written responses and resolution of any findings
Effectively use credit skill sets, experience, and knowledge to make credit decisions
Utilize lending authority to support and assist the Underwriting team in their review and approval of loans
Communicate credit decisions to borrowers and explain the reasoning behind those decisions
Ensure compliance with bank policies
Other duties as assigned
Qualification
Required
Bachelor's degree in a business discipline or the equivalent industry experience
5+ years of loan servicing and operations experience
5+ years of credit analysis experience
Strong leadership, analytical, and product management skills
Strong knowledge of financial statements and cash-flow
Excellent verbal and written communication skills, including the ability to interact professionally with a diverse group of individuals, including other managers and subject matter experts
Strong ability to analyze and interpret data and derive decisions with that information
Ability to work in a self-directed and fast paced environment
Ability to assume the role of project manager on various department projects
Superior skills with the Microsoft Office package
Ability to exercise good judgment in forming an opinion on prospective credits
Generates enthusiasm among team members and challenges others to develop as leaders while serving as a role model
Develops relationships with borrowers, and continually seeks opportunities to increase customer satisfaction and deepen client relationships
Benefits
Onsite Gym
Tuition Reimbursement
Paid Holidays
Gym Reimbursement
College Scholarships for Employees and Families
401(k)
Paid Time Off (PTO)
Employee Assistance Program (EAP)
I Made the Grade
Holiday Club Program
Medical, Dental, Vision, Life and AD&D, Voluntary Disability, Flex Spending & Dependent Care
Company
TAB Bank
TAB Bank is an online bank that provides customized financial solutions to small businesses, families, and individuals.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$107M2024-10-24Debt Financing· $4M
2024-07-25Debt Financing· $103M
Leadership Team
Austin Strong
Chief Executive Officer
Nick Craven
Vice President
Recent News
2025-12-11
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