SBA Commercial Portfolio Manager

Leader Bank is looking for exceptionally dedicated team members to join one of the region's fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had one branch office, $6.5 million in assets and 7 team members. Since then, the Bank has become one of the most successful banks in Massachusetts with $4 billion in assets, more than 400 team members, 7 branch offices, and annual mortgage originations of over $5 billion.
Exemplary products and an innovative spirit have driven Leader Bank's rapid growth over the years, and our team members embrace these values. Our mission is to obsess over our clients, make them feel valued, and maintain long-term relationships with them by constantly enhancing our products and processes to always be improving our client experience. For our team members, Leader Bank prioritizes competitive compensation and benefits, a healthy work-life balance, and an environment that fosters diversity and inclusion.
Responsibilities

• Provide assistance in underwriting and analyzing new loan requests to help ensure proper credit quality.
• Assist in identifying, evaluating, structuring and documenting commercial credit transactions to ensure maximum profitability with reasonable risk and assist in preparation of loan committee presentations.
• Review financial statements and conduct financial analysis for both existing and prospective customers.
• Provide consistent quality customer service to both internal and external customers.
• Monitor credit quality within assigned portfolio and take action as appropriate.
• Complete underwriting for annual reviews on borrowing relationships in accordance with Bank policy.
• Assist lender with loan administration, customer calling and other lending functions.
• Tracked project and financial reporting requirements for loans in accordance with loan documents and bank policy.
• Monitor loan approvals, modifications, policy exceptions, UCC tracking for the portfolio.
• Provide adequate loan administration for existing portfolios that ensured early detection of potential problems.
• Manage daily fielding of loan advances/ payments and appropriately respond to issues

Qualifications

• Bachelors degree in Business, Finance or Economics
• 2-5 years Commercial Lending Experience preferred
• Successful completion of formal credit training preferred
• Strong knowledge of commercial, construction, real estate and Small Business Administration (SBA) Loan underwriting and processing
• Ability to work in a goal oriented, fast paced environment with the ability to meet deadlines
• Strong verbal and written communication skills with the ability to communicate with all levels internally and externally.
• Ability to maintain positive relationships with internal service partners and customers in order to gain and hold trust and respect.
• Strong knowledge of Microsoft Suite
• Knowledge of FISERV a plus

Leader Bank offers an excellent compensation and benefits package including 401k plan with corporate match, medical and dental insurance, and the opportunity to work for a fast growing, local organization.
Leader Bank, N.A. is an Equal Opportunity and Affirmative Action employer and does not discriminate on the basis of race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status, or any other protected class.