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SBA Portfolio Officer

Workway

Los Angeles, CA

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JOB DETAILS
SALARY
$85,000–$100,000 Per Year
SKILLS
Bank Secrecy Act, Banking Services, Business Loans, Calculators, Commercial Banking, Commercial Loans, Communication Skills, Community Banking, Computer Skills, Credit Analysis, Credit Risk, Establish Priorities, Finance, Financial Analysis, Health Plan, Interest Rates, Loan Approval, Loan Documents, Loan Restructuring, Loan Structuring, Loan Submission, Loan Underwriting, Loans, Marketing/Sales Collateral, Microsoft Excel, Microsoft Word, Money Laundering, Presentation/Verbal Skills, Problem Solving Skills, Regulatory Requirements, Risk Analysis, Small Business, Standard Operating Procedures (SOP), Tax Accounting, Tax Returns, Time Management, Treasury Management, Writing Skills
LOCATION
Los Angeles, CA
POSTED
7 days ago
We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have an SBA PORTFOLIO OFFICER opportunity with a California-chartered commercial bank headquartered in Southern California, serving individuals, professionals, and small- to medium-sized businesses with a full range of deposit, lending, treasury management, and SBA financing solutions.

The SBA PORTFOLIO OFFICER is responsible for the specific duties listed below.

Your specific duties will include:
  • Monitor and follow up on upcoming ticklers to ensure tickler items are cleared in a timely manner.
  • Analyze and spread financial statements and tax returns, evaluate debt service capacity for annual reviews, collateral substitutions/releases, and loan modifications in accordance with the Bank's credit policy and SBA StandarOperating Procedure (SOP) requirements, and submit recommendations to Loan Administration for approval in a timely manner.
  • Analyze credit risks, identify mitigating factors, and recommend and justify appropriate credit risk ratings.
  • Identify areas of concern related to existing loans and discuss them with Loan Administration.
  • Assist the SBA Lending Group in resolving issues related to commercial and SBA loan credit matters.
  • Comply fully with all Bank policies and procedures, as well as all applicable regulatory requirements (e.g., the Bank Secrecy Act, Anti-Money Laundering regulations, and the Code of Conduct).
Required qualifications for the position include:
  • Strong PC skills, with proficiency in Microsoft Word, Excel, and CASH Suite preferred.
  • Excellent written and verbal communication skills.
  • Ability to exercise sound judgment when reporting and prioritizing loan activities.
  • Ability to read and write using advanced banking and loan-related terminology.
  • Ability to operate a basic financial calculator to calculate loan payments, interest rates, and loan terms.
  • Thorough understanding of SBA and commercial loan underwriting guidelines, documentation requirements, loan structuring, and credit analysis.
  • In-depth knowledge of SBA and commercial lending, loan origination procedures, and the Bank's lending policies and procedures.
Education & Experience
  • Minimum of 3–5 years of successful SBA loan credit analysis experience, preferably with a community or regional bank.
  • Industry-related certifications are preferred.
  • Bachelor's degree in Business, Finance, or a related field, or an equivalent combination of education and experience, is preferred.
Pay Rate Range: $85,000 - $100,000

Compensation may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies, and experience, and location. Employees have access to healthcare benefits, including medical, dental, and vision as well as a 401(k) plan.

Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway can help you to put your best foot forward. Contact us today!

Workway, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances. For our complete EEO & Pay Transparency statement, please visit http://www.workway.com/EEO . To receive state and federal compliance posters, e-mail

hr@workway.com

or call 972.514.1515.

We collect personal information as part of the application and hiring process. For details about the categories of information collected, purposes of use, and your rights under law, please review our Candidate Privacy Act Disclosure Notice: Privacy Policy

#CommercialBanking #Bank #SBA #SBAPotfolioOfficer  #CSS

About the Company

W

Workway

Opening our doors in 2005, the founders of Workway were the first in the staffing industry to nationally specialize in the areas of Title, Escrow, Mortgage and Foreclosure. Since then, Workway has become the leading experts in this field delivering talent on a national basis. We are a staffing business that has grown and evolved with the industry through technological advances, economic shifts and the dynamics of a changing work force.

In 2011, Workway was purchased by the “Bowmer” family from the original founders continuing its operation as a family owned business. The “Bowmer” family have been prevalent within the employment services industry for the last 25 years with John Bowmer, Workway’s Chairman, having been CEO and Chairman of Adecco SA.

COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2005
WEBSITE
https://workway.com/

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