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Portfolio Administrator Jobs (NOW HIRING)

Fortis Bank

SBA Portfolio Administrator

Denver, CO · On-site

$95K - $115K/yr

Summary The SBA Portfolio Administrator is responsible for the ongoing servicing, monitoring, and risk management of SBA loan portfolios, primarily focused on SBA 7(a) loans. This position ensures ...

Apply Early

Fortis Bank

SBA Portfolio Administrator

Denver, CO · On-site

$95K - $115K/yr

Summary The SBA Portfolio Administrator is responsible for the ongoing servicing, monitoring, and risk management of SBA loan portfolios, primarily focused on SBA 7(a) loans. This position ensures ...

Fortis Bank

SBA Portfolio Administrator

Midvale, UT · On-site

$95K - $115K/yr

Summary The SBA Portfolio Administrator is responsible for the ongoing servicing, monitoring, and risk management of SBA loan portfolios, primarily focused on SBA 7(a) loans. This position ensures ...

Apply Early

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Portfolio Administrator information

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$18

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$37

How much do portfolio administrator jobs pay per hour?

As of Jul 5, 2026, the average hourly pay for portfolio administrator in the United States is $27.26, according to ZipRecruiter salary data. Most workers in this role earn between $21.88 and $30.77 per hour, depending on experience, location, and employer.

What are Portfolio Administrators?

Portfolio Administrators are financial professionals responsible for managing the day-to-day operations of investment portfolios. Their duties often include trade settlement, performance reporting, cash management, and ensuring portfolios comply with regulatory requirements. They serve as a key point of contact between portfolio managers, clients, and custodians, providing accurate and timely reporting. Portfolio Administrators play a crucial role in ensuring the smooth functioning of investment management activities and maintaining the integrity of portfolio records.

How much does a portfolio administrator make?

The average salary for a portfolio administrator in the United States is approximately $65,000 to $85,000 per year, depending on experience, certifications, and the size of the organization. In larger financial firms or with specialized skills, salaries can exceed $100,000. Compensation often includes benefits such as bonuses and professional development opportunities.

What is the difference between Portfolio Administrator vs Investment Analyst?

AspectPortfolio AdministratorInvestment Analyst
Primary RoleManages client portfolios, handles administrative tasks, and ensures complianceAnalyzes investment opportunities, conducts research, and provides investment recommendations
Required CredentialsTypically requires a finance or related degree; certifications like CFA Level I may be preferredRequires a finance or economics degree; CFA Level I or similar certifications are common
Work EnvironmentFinancial firms, asset management companies, banksInvestment firms, asset management companies, financial advisory firms

While both roles operate within the finance industry and may require similar credentials, the Portfolio Administrator focuses on managing and administering client portfolios, whereas the Investment Analyst conducts research and analysis to inform investment decisions.

What Is a Portfolio Administrator?

A portfolio administrator is a financial analyst, usually for a bank, insurance company, or securities firm. Job duties include planning and overseeing how a client’s investments are organized into a financial portfolio. Career qualifications typically include a bachelor’s or master’s degree in accounting, finance, or a related field as well as professional licensure. A portfolio administrator needs the skills to keep up with the financial market as well as to analyze current events that may affect company investments.

What does a portfolio administrator do?

A portfolio administrator manages and oversees investment portfolios, ensuring compliance with policies and objectives. They handle tasks such as monitoring asset performance, preparing reports, and coordinating with clients or investment teams, often using financial software. Strong organizational skills and knowledge of financial markets are essential for this role.

What are the main challenges a Portfolio Administrator faces when managing multiple client accounts simultaneously?

Portfolio Administrators often juggle numerous client accounts, which requires strong organizational skills and attention to detail. One key challenge is ensuring that all transactions, reporting, and compliance activities are accurately completed within tight deadlines. Additionally, Portfolio Administrators must stay up-to-date with changing regulations and coordinate effectively with portfolio managers, accountants, and clients to resolve discrepancies or answer queries quickly. Efficient time management and clear communication are essential to thrive in this dynamic environment.

What are the key skills and qualifications needed to thrive as a Portfolio Administrator, and why are they important?

To thrive as a Portfolio Administrator, you need strong analytical abilities, attention to detail, and a background in finance or investment management—often supported by a relevant degree. Familiarity with portfolio management software, Excel, and financial reporting systems is typically required, and certifications like CFA or IMC can be advantageous. Excellent organizational, communication, and problem-solving skills help you manage multiple accounts and coordinate with clients and internal teams. These skills are crucial to ensure accurate portfolio administration, regulatory compliance, and effective client service in a dynamic financial environment.

What is the salary of portfolio management?

The salary of a portfolio administrator typically ranges from $50,000 to $80,000 annually, depending on experience, location, and the size of the organization. Senior roles or those with specialized skills in financial analysis and investment tools can earn higher compensation, often exceeding $100,000 per year.

What is the highest paying administrative job?

The highest paying administrative jobs are often executive-level roles such as Chief Administrative Officer or Executive Assistant to top executives, with salaries reaching six figures. These positions typically require extensive experience, strong organizational skills, and proficiency with management tools and software.
More about Portfolio Administrator jobs
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Portfolio Administrator jobs near you
Infographic showing various Portfolio Administrator job openings in the United States as of June 2026, with employment types broken down into 84% Full Time, 10% Part Time, 4% Temporary, and 2% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $56,709 per year, or $27.3 per hour.
SBA Portfolio Administrator

SBA Portfolio Administrator

Fortis Bank

Denver, CO • On-site

$95K - $115K/yr

Full-time

Posted 20 days ago

Be an early applicant

Job description

Summary

The SBA Portfolio Administrator is responsible for the ongoing servicing, monitoring, and risk management of SBA loan portfolios, primarily focused on SBA 7(a) loans. This position ensures compliance with SBA Standard Operating Procedures (SOP), monitors loan performance, mitigates risk, and protects the SBA guaranty through proper servicing and documentation.

The role works closely with borrowers, credit administration, underwriting, and senior management to proactively manage portfolio risk while delivering exceptional client service.

Responsibilities

Portfolio Management & Risk Monitoring

  • Manage a portfolio of SBA 7(a) and SBA 504 loans.
  • Monitor financial performance, covenant compliance, and collateral adequacy.
  • Review borrower financial statements and tax returns.
  • Identify early warning signs and proactively address potential credit deterioration.
  • Conduct annual reviews and risk rating updates.
  • Track insurance, UCC filings, life insurance assignments, and collateral documentation.

SBA Compliance & Servicing

  • Ensure servicing actions comply with current SBA SOP guidelines.
  • Process servicing actions including deferments, modifications, assumptions, changes of ownership, collateral releases, and subordinations.
  • Prepare and submit servicing requests to SBA via E-Tran or appropriate channels.
  • Maintain documentation necessary to preserve the SBA guaranty.
  • Prepare loans for liquidation, workout, or SBA purchase when necessary.
  • Prepare and submit monthly 1502 reporting to FTA.

Problem Loan Management

  • Manage past-due and adversely classified loans.
  • Coordinate workouts, restructures, and forbearance agreements.
  • Work with legal counsel and liquidation specialists as necessary.
  • Prepare SBA purchase packages and ensure timely submission.

Customer & Internal Communication

  • Serve as primary point of contact for servicing-related borrower requests.
  • Communicate loan status and risk updates to management.
  • Partner with lenders, underwriters, and credit teams on servicing strategy.
  • Provide guidance on SBA eligibility and servicing requirements.

Reporting & Documentation

  • Maintain accurate loan files and tickler systems.
  • Prepare portfolio reports for senior management.
  • Assist in internal and SBA audits and examinations.
  • Ensure compliance with bank policies and regulatory requirements.

Minimum Qualifications

  • Bachelor’s degree in Finance, Accounting, Business, or related field preferred.
  • 3–7+ years of commercial loan servicing or portfolio management experience.
  • Direct experience with SBA 7(a) servicing strongly preferred.
  • Working knowledge of SBA SOP and E-Tran systems.
  • Experience handling workouts, modifications, and SBA purchase packages preferred.
  • Strong financial statement analysis skills.
  • Deep understanding of collateral documentation and lien perfection.
  • Knowledge of loan documentation and credit agreements.
  • Strong organizational time management skills, problem solving skills, and the ability to quickly grasp concepts and processes with limited guidance from management.
  • Strong written and verbal communication skills.
  • Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management.
  • Strong written and verbal communication skills
  • A positive and collaborative approach with both peers and management
  • Versatility, flexibility, and a willingness to work on consistently changing priorities with enthusiasm




ADDITIONAL INFORMATION

Reporting Structure: This role reports to the SBA Operations Manager

Office Requirements: This role is required to be in the Fortis Bank office at least 4 days each week.


About Fortis Bank

Fortis Bancorp is the $1.3 billion bank holding company for Fortis Bank. Fortis Bank is a full-service bank that provides loans, deposits, and cash management services to businesses and their principals, with branch locations in Colorado and Utah. More information about Fortis Bank is available at www.fortisbankus.com.


At Fortis Bank, we pride ourselves in being a partner to our clients by offering comprehensive banking solutions while building trusted, long-term relationships.


Every role at Fortis is connected to our company strategy and can drive high impact. Each of our hand-selected and talented team members work closely together to contribute to the heart of our company culture that combines banking expertise and personalized service to create an unparalleled client experience.


We recognize, reward, and develop those individuals who make an outsized impact to our client experience and are committed to driving our business forward.



Fortis is Great Place to Work-Certified™

Join a team where your expertise and passion can make a meaningful impact.

Learn more today at https://www.fortisbankus.com/working-at-fortis.