SBA Portfolio Manager

The SBA Portfolio Manager effectively manages a loan portfolio and engages with internal business partners to identify, solicit and close cross-selling opportunities. Develops and maintains long term business relationships with clients.

• Manage exceptions to include tax returns, financial statements, and insurance.
• Manage past due payments while identifying and escalating loans showing signs of trouble.
• Maintain and update SBA eligibility maintenance and compliance: including watching for changes in the business or project that impact eligibility, performing prudent research, and maintaining secondary market compliance.
• Monitor loans identified as high risk in the SBA Parris report.
• Build relationships with clients to be their trusted advisor; establish clients as referral resources by providing extraordinary service.
• Analyze clients' needs; assess the client's financial position and credit worthiness to ensure loans meet credit and financial requirements for lending quality and compliance as determined by the Bank.
• Make critical decisions regarding credit risk supported by substantial analysis and critical data-based decision making.
• Demonstrate knowledge of all bank products.
• Analyze, synthesize and communicate complex financial and industry data in an accurate, objective and straightforward manner.
• Participate in business and community organizations and regularly attend networking events.
• Use and understand technology necessary to collect, retain, analyze and report critical, requisite information.
• Interact with internal and external clients while providing extraordinary service.
• Develop and maintain trusted, positive relationships with employees, clients and vendors.
• Represent the Bank and SBA team in a highly professional manner.
• Complete job assignments in a professional, timely and efficient manner; organize and prioritize work.
• Maintain confidentiality; adhere to CrossFirst Bank policies and procedures; comply with laws, regulations, and industry best practices.
• Reliable and predictable onsite

• At least two years of SBA lending or portfolio management.
• Formal credit training.
• Knowledge of SBA lending, banking products and services: including credit analysis, underwriting, and treasury management products and services.
• Demonstrated financial acumen and high level of problem-solving skills.
• Effective communicator, results-oriented, demonstrates the ability to excel in high-pressure situations.
• Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally.
• Bachelor's degree with exposure to Finance, Business or Economics courses is preferred or equivalent work experience.

CrossFirst Bank is proud to be an Equal Opportunity Employer.

CrossFirst Bank does not accept unsolicited resumes from search firms or agencies. Any resume submitted to any employee of CrossFirst Bank without an authorized search agreement will be considered unsolicited and the property of CrossFirst Bank. We respectfully request no phone calls or emails.