SBL Portfolio Manager II

$64,886 - $101,122/Yr

Eaglebank - Vienna, VA

Full-time - Mid Level

Remote - Vienna, VA

Credit Intermediation and Related Activities

About the position

The SBL Portfolio Manager II at EagleBank is responsible for driving the credit process with limited oversight. This role involves underwriting and spreading financial data, preparing credit packages for review, and managing the small business lending portfolio to meet profitability metrics. The position emphasizes the importance of relationships and employee growth within a values-driven organization.

Responsibilities

• Facilitate the collection of financial information for credit analysis.
• Underwrite and spread financial data to assess creditworthiness.
• Prepare and submit credit packages for review and approval.
• Review loan documentation for accuracy and compliance.
• Manage loan maturities and collection of past due accounts.
• Clear documentation exceptions as needed.
• Actively participate in the growth and servicing of the small business lending portfolio.

Requirements

• High School Diploma.
• 2+ years of commercial credit analysis experience or portfolio management.
• In-depth knowledge of commercial loan documentation.
• Strong knowledge of credit underwriting, financial ratios, credit structures, cash flow, collateral, and guarantor analysis.
• Excellent verbal and written communication skills.
• Good customer service skills.
• Proficient in MS Word, Excel, and Outlook.
• Strong organization skills with attention to detail and accuracy.
• Ability to work effectively in a fast-paced, high-pressure environment.

Nice-to-haves

• 4+ years of commercial credit analysis experience or portfolio management.
• Bachelor's degree in Business, Finance, or Accounting.
• Formal credit training.
• Experience structuring and pricing loan transactions to achieve profitability metrics.
• Familiarity with BakerHill B2B software and LaserPro.

Benefits

• Maternity and parental leaves.
• Wellness discounts.
• Healthcare premium sharing.
• Employer funding in HSA account.
• 100% 401(k) matching up to 4%.