SBA Portfolio Manager

Finance and Accounting Talent Solutions – Ledgent Senior Business Solutions Manager

Must Reside in Arizona | 4 days Remote, 1 day Onsite

Base pay range: $90,000.00/yr - $/yr

• Ownership of your SBA portfolio, not just post‑close admin work
• Work in a credit‑driven environment where quality and compliance matter
• Handle true SBA loans (504, 7(a), USDA), not "SBA‑lite" deals
• Long‑term career stability within a well‑established credit union

Manage an assigned portfolio of SBA 504, SBA 7(a), and USDA loans with responsibility for ongoing credit oversight, risk monitoring, and member relationship management. Serve as the primary point of contact for portfolio reviews, servicing activities, and compliance requirements.

• Manage and monitor a portfolio of SBA and USDA loans throughout the loan lifecycle
• Review financial information, perform annual reviews, and monitor maturities and portfolio risk
• Serve as the primary contact for members, supporting relationship management and retention
• Collect and review documentation to support underwriting, servicing, and credit decisions
• Identify and resolve documentation and compliance exceptions
• Monitor delinquency, identify credit concerns, and elevate issues as appropriate
• Ensure compliance with SBA SOPs, servicing requirements, and internal policies
• Collaborate with business development, underwriting, closing, and servicing teams to support loan modifications, reviews, and approvals
• Review and approve loan draw requests in accordance with SBA and credit union guidelines
• Perform related duties as assigned to support SBA lending operations

• 3+ years of experience managing SBA or commercial loan portfolios
• Working knowledge of SBA 504 and SBA 7(a) programs; USDA experience preferred
• Strong understanding of SBA SOPs, loan servicing requirements, and compliance standards
• Experience analyzing borrower financial statements and performing annual reviews
• Ability to identify portfolio risk, monitor delinquency, and elevate credit concerns
• Comfortable serving as the primary point of contact for member relationships

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.