SBA Portfolio Analyst

Responsibilities

• Handle transactional and straightforward servicing actions on the existing loan portfolio.
• Answer mainline calls and process transactional servicing actions.
• Prepare credit memos with minor complexity for appropriate lending authority approval.
• Analyze financial statements or tax returns to generate relevant ratios including DCRs under senior officers' supervision.
• Monitor loan covenants and conditions per loan agreement, collect documents, and follow up on delinquent accounts.
• Maintain various monitoring and loan status reports.
• Order various third-party provided services.
• Provide assistance to senior officers.
• Attend trainings and meetings as assigned.
• Comply with Bank and U.S. SBA's established loan policies and procedures.
• Comply with regulatory requirements including Bank Secrecy Act-Anti Money Laundering, OFAC, US Patriot Act, Privacy Act and Community Reinvestment Act.

Qualifications/Requirements

• Minimum: High School Diploma
• Prior experience in customer service functions a plus, but not required.
• Good written and oral communication skills.
• Ability to define problems, collect data, establish facts, and draw conclusions.
• Ability to follow various work instructions with a positive attitude.