Posted 03/11/2026
Job Number: 15794

SBA Loan Portfolio Manager

Arden Hills, MN Hybrid

Industry:  Financial Services

Job Category: Finance

Job Type:  Direct Hire

Salary:  $75,000 - $85,000 / Annually

Share This Job

Job Description

Position Title: SBA Loan Portfolio Manager

The SBA Loan Portfolio Manager plays a crucial role in overseeing a portfolio of SBA loans, ensuring optimal performance and compliance with U.S. Small Business Administration guidelines. This position involves monitoring borrower financial health, payment activities, and identifying risk indicators. The manager collaborates closely with borrowers, internal teams, and lending partners to uphold loan quality and meet reporting requirements. The role demands a balance between maintaining strong relationships with borrowers and enforcing compliance, which can present challenges in financial discussions. The ideal candidate will thrive in a collaborative environment and possess a strong commitment to organizational excellence.

Salary Range: $75,000 – $85,000 / Year DOE

SBA Loan Portfolio Manager Responsibilities:

  • Manage and monitor a portfolio of SBA loans to ensure strong performance and compliance
  • Track monthly payments, borrower financials, insurance, and property taxes
  • Review borrower financial statements, tax returns, and credit information to assess ongoing loan risk
  • Maintain compliance with U.S. Small Business Administration servicing guidelines and documentation requirements
  • Monitor loan payments, identify potential risk issues, and proactively address delinquencies
  • Work directly with borrowers to collect annual financials and provide support when business performance changes
  • Collaborate with underwriting, credit, and servicing teams to maintain loan quality and resolve issues
  • Ensure proper reporting and documentation to maintain SBA guarantee eligibility
  • Complete a report on job verification review of borrowers, required for SBA submission
  • Provide regular updates to the CEO and Loan Officers, identifying areas of concern as appropriate
  • Monitor the status of late payments, site visits, liquidation and work-outs, payoffs, and satisfaction documentation
  • Maintain a watchlist for loans in various stages and types of default
  • Work with Wells Fargo and borrowers with delinquent monthly payments and payoff estimates
  • Assist with accounts payable processing and event management as needed

SBA Loan Portfolio Manager Requirements:

  • A minimum of 3-5 years as a portfolio manager in either SBA Loans, Commercial Banking, Real Estate Lending, or Commercial Credit
  • Experience with financial tracking and reviewing of monthly payments, borrower financials, insurance, tax returns, credit info, and property taxes
  • Expert organizational skills with experience ensuring proper reporting and documentation
  • Very collaborative work style, engaging with high-level leaders, clients, businesses, and internal teams
  • Experience maintaining a watchlist for high risk and delinquent loans
  • Strong Excel skills
  • 7A loan experience is preferred
  • A Bachelor’s Degree in Business or a related degree is preferred
  • Knowledge of title insurance and mortgage documentation is preferred
  • Experience with Ventures, Lenders Cooperative is preferred

Benefits:

  • Medical + Dental and Vision plans
  • 401K with matching employee contributions
  • Flexible work option with and two Fridays off per month
  • Vacation + PTO and Floating holidays
  • Team-oriented culture with regular staff events and celebrations

If you are a SBA Loan Portfolio Manager looking to take the next step in your career, apply now! #LI-AM1

Job ID: a0CUm00003v4keoMAA

Apply For This Position

Related Jobs

About Us

At Boutique Recruiting, we specialize in personalized, connection-driven placements, empowering candidates to achieve their goals. Committed to bold, impactful solutions, we fill roles of all types—full-time, part-time, and more—ensuring success for clients, candidates, and employees alike.

Job Details About Us Image

5-Star Reviews From Our Candidates