SBA Junior Portfolio Analyst

Job Summary

A company is looking for an SBA Junior Portfolio Analyst, responsible for managing a portfolio of government guaranteed commercial relationships.

Key Responsibilities

• Resolve pending closing conditions and ensure documentation meets bank standards
• Prepare and assess loan servicing requests, approving service level designations and documentation
• Collect financial statements for analysis and maintain relationships to support credit monitoring

Required Qualifications

• Bachelor's Degree and 3 years of experience in System Support or Analytics, or High School Diploma/GED with 7 years of experience
• Knowledge of SBA SOPs, program eligibility, and credit criteria
• Understanding of financial accounting theory and credit policies
• Familiarity with loan documentation and perfection requirements
• Proficient in Microsoft Office programs and relevant banking software