SBA Portfolio Manager

4 weeks ago

San Gabriel, California, United States CTBC Bank Full time
Job Summary

We are seeking a highly skilled SBA Portfolio Manager to join our team at CTBC Bank. As a key member of our commercial lending team, you will be responsible for managing a portfolio of SBA loans, analyzing credit risk, and developing strategies to minimize risk and maximize returns.

Key Responsibilities
  • Analyze and evaluate credit risk, interest rate risk, liquidity risk, price risk, transaction risk, foreign exchange risk, compliance risk, strategic risk, and reputation risk associated with SBA loan applications and credit processing.
  • Monitor and maintain the standard loan portfolio processes, procedures, and practices in the assigned team.
  • Control risk and identify issues on SBA loan applications and credit processing to increase revenue and ensure safe and sound loans for profitability and growth.
  • Assist Team Leader to manage the credit and risk quality of the team's portfolio, including approving items, transactions, and requests whenever the Team Leader is not available.
  • Develop and implement strategies to minimize risk and maximize returns on SBA loan portfolios.
  • Collaborate with underwriting, loan process, appraisal, and relevant departments to provide assistance and support.
  • Review and analyze credit information, making detailed assessments of applicants' creditworthiness.
  • Monitor various loan activities, track, and collect loan conditions, including financial statements, and perform Credit Reviews.
  • Interface with origination and product specialists to review credit strategy and develop proactive plans for all assigned portfolios.
  • Independently analyze and evaluate the risks in the segment, conduct risk selection, oversee the risk of individual loans, control the quality of loan approvals, and administer the performance of loan continues.
  • Assess and minimize risks on more complex SBA loans by following operational standard procedures, identifying suspicious/inconsistent activities, notifying appropriate parties, and taking appropriate actions.
  • Measure credit risks, portfolio stress tests, and analyze collaterals as applicable to loan structure and terms.
  • Drive loan terminations, securing internal/external parties' understanding, compliance, and completion.
  • Lead remedial credit management and analyses of structured transactions.
  • Prepare regular reports and make appropriate recommendations.
  • Assist Team Leader to coach junior Loan Portfolio Officers' skills of identifying problems and issues, managing risks.
Requirements
  • Bachelor's degree in Finance, Economics, or Business-related field is preferred.
  • 8+ years of experience in dealing with SBA loans is preferred.
  • Ability to analyze, underwrite, and administer SBA loan portfolios.
  • Strong credit and financial analyzing, underwriting, sales, customer service, and communication skills.
  • Working knowledge of commercial and industrial lending guidelines and productions, all applicable State and Federal regulations.
  • Ability to analyze and consolidate data to develop SBA loan portfolio processes, procedures, and to implement practices.
  • Ability to independently negotiate large amounts of loan contracts and minimize asset quality.
  • Ability to apply computer software programs in evaluating financial information and maintaining loan information.
  • Formal credit training and CFA or related certification is preferred.
Work Environment

Standard office environment. Noise level in work environment is usually average. Hear in the normal audio range with or without correction. Specific vision abilities required by this job include close vision and the ability to adjust focus.

Compensation

The base pay range for this position is USD $65,000.00/Yr. - USD $125,000.00/Yr plus full benefits. Exact offer will be determined based on job-related knowledge, skills, experience, and location.

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