SBA Portfolio Manager

Fully Remote Job

Last Day to Apply: March 31, 2023

immito is a growing non-bank lender in the SBA 7(a) market. We are in communities throughout the United States. This is fully Remote Opportunity.

immito is seeking exceptional candidates to join our growing team!  Take your talents and SBA knowledge to the next level by working with a team of experts that proactively and constructively communicate and support each other, their partners, customers and communities.

The SBA Portfolio Manager will have proven experience managing a 7(a) portfolio. This position will oversee servicing including but not limited to 1502 reporting, booking, funding and loan sales.

This position will be responsible for performing and overseeing SBA servicing actions, including financial analysis, collateral analysis, and behavior management in a fast-paced team atmosphere.

Essential Duties and Responsibilities

  • Demonstrate and maintain an in-depth knowledge of the SBA SOP as well as Servicing and Liquidation Lender Matrix
  • Review and analyze financial packages for completeness, SBA program eligibility and creditworthiness and follow the credit through its life cycle
  • Demonstrate strong credit underwriting skills by producing clear, correct, concise and thorough Servicing Request
  • Understand and manage all aspects of booking, funding and servicing SBA 7a Loan Origination
  • Facilitate investor loan sale activities
  • Promote and participate in educational opportunities in SBA lending among colleagues, borrowers and the community
  • Contribute to the company’s overall production, portfolio performance and reputation while striving to meet or exceed individual goals
  • Understand what differentiates immito from our competitors and demonstrate our unique approach to small business lending in all aspects of their work with borrowers, colleagues and partners
  • Apply state of the art technologies to support best in class service
  • Maintain knowledge of all applicable immito policies and procedures
  • Ensure that all activities and work functions follow compliance requirements and SBA regulations

Job Requirements

The requirements listed below are representative of the knowledge, skills and/or abilities necessary.  

  • Bachelor’s degree in business, finance, or other acceptable related experience
  • Minimum 5 years SBA 7(a) loan portfolio management experience
  • Strong knowledge of SBA lending guidelines and structure
  • Maintain confidentiality of company and client information
  • Excellent written and verbal communication skills
  • Strong organizational skills and ability to multi-task
  • Proficiency with personal computers and software applications


We offer a competitive package of compensation and benefits, including:

  • Base Salary plus Bonus Plan
  • Medical, Dental and Vision Insurance
  • Life Insurance
  • Flexible Spending Accounts
  • Paid Vacation, Personal Time Off and Holidays
  • 401(k)
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