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Sba Portfolio Jobs (NOW HIRING)

... the SBA Portfolio. They will work in conjunction with the SBA Business Development Officer, SBA Underwriter, borrower, and external parties to successfully process the loan from application to ...

SBA Special Assets Officer II

Fishers, IN

$17.25 - $19.25/hr

SBA Special Assets Officer II Remote Opportunity Available or On-site - Fishers, IN 46038 Position ... Coordinate with Portfolio Managers on long term strategy for credits in distress prior to transfer ...

SBA Collections Specialist

Saint Petersburg, FL · On-site

$17.75 - $24/hr

SBA Collections Specialist Banesco USA is seeking an SBA Collections Specialist for our SBA Portfolio Managers business unit. Primary Job Duties: * Responsible for inbound calls regarding client ...

SBA Officer

Miami, FL

$79K - $110K/yr

The position supports business growth through relationship development, preliminary credit analysis, portfolio management, and compliance with SBA, BSA, and Bank policies. * Develop new business ...

SBA Officer

Miami, FL · On-site

$79K - $110K/yr

The position supports business growth through relationship development, preliminary credit analysis, portfolio management, and compliance with SBA, BSA, and Bank policies. Responsibilities * Develop ...

Engagement in monitoring all SBA credit-related portfolio trends, and banking rules and regulations applicable to SBA loan portfolio * Review and decision SBA credit requests, annual reviews and ...

Loan underwriting demonstrates one's institutional credit quality which is corollary to the loan portfolio's risk and return consistent to that of the Board's risk appetite, SBA objective, and basic ...

Loan underwriting demonstrates one's institutional credit quality which is corollary to the loan portfolio's risk and return consistent to that of the Board's risk appetite, SBA objective, and basic ...

Engagement in monitoring all SBA credit-related portfolio trends, and banking rules and regulations applicable to SBA loan portfolio * Review and decision SBA credit requests, annual reviews and ...

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Sba Portfolio information

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$50

$53

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How much do sba portfolio jobs pay per hour?

As of Jun 10, 2026, the average hourly pay for sba portfolio in the United States is $53.65, according to ZipRecruiter salary data. Most workers in this role earn between $52.40 and $55.05 per hour, depending on experience, location, and employer.

What are common challenges faced by SBA Portfolio Managers, and how can professionals prepare for them?

SBA Portfolio Managers often encounter challenges such as keeping up with evolving SBA regulations, managing a large and diverse loan portfolio, and balancing risk with customer service. Staying current with regulatory changes, maintaining thorough documentation, and using advanced portfolio management tools can help address these challenges. Additionally, proactive communication with borrowers and internal teams helps prevent issues before they escalate. Developing strong analytical and problem-solving skills is essential for ensuring portfolio quality and compliance. Professionals who embrace continuous learning and are comfortable working in a fast-paced environment tend to thrive in this role.

What is an SBA Portfolio job?

An SBA Portfolio job typically involves managing a portfolio of Small Business Administration (SBA) loans for a financial institution. Responsibilities may include monitoring loan performance, ensuring compliance with SBA guidelines, analyzing financial risks, and working with borrowers on repayment strategies. Professionals in this role help mitigate risks while supporting small business growth through government-backed lending programs. Strong financial analysis, credit assessment, and regulatory knowledge are key skills for this position.

What are the key skills and qualifications needed to thrive in the Sba Portfolio position, and why are they important?

To excel as an SBA Portfolio Manager, you need a strong background in commercial lending, credit analysis, and portfolio management, usually supported by a bachelor’s degree in finance, accounting, or a related field. Familiarity with SBA loan programs, financial analysis software, and loan servicing platforms such as LaserPro or Sageworks is typically required. Outstanding organizational skills, attention to detail, and the ability to communicate effectively with borrowers and internal teams are crucial soft skills. These competencies ensure the effective management and risk mitigation of a diverse portfolio of SBA loans, supporting both compliance and client satisfaction.

More about Sba Portfolio jobs
What cities are hiring for Sba Portfolio jobs? Cities with the most Sba Portfolio job openings:
What are the most commonly searched types of Sba Portfolio jobs? The most popular types of Sba Portfolio jobs are:
What states have the most Sba Portfolio jobs? States with the most job openings for Sba Portfolio jobs include:
Infographic showing various Sba Portfolio job openings in the United States as of June 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Temporary. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $111,589 per year, or $53.6 per hour.
SBA Business Development Officer

SBA Business Development Officer

CalPrivate Bank

Beverly Hills, CA • On-site

$80K - $90K/yr

Full-time

Posted 3 days ago


Job description

The Role: SBA Business Development Officer

The Location: California

Reports To: SBA Sales Director


Make a Difference Where It Matters Most

At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships are built on genuine care, thoughtful problem-solving, and unwavering integrity. Our solutions-based service, paired with best-in-class talent, sets us apart in the market, but it’s trust that defines who we are. It's our gold standard, the currency we trade in, and the foundation of every decision we make.

We’re looking for leaders who want more than a title. We’re looking for team players who want to make an impact. If you're driven to lead with purpose, ready to shape the future and have meaningful impact at a relationship-centered bank, CalPrivate Bank may be the place for you.

Your Opportunity: SBA Business Development Officer

The SBA Business Development Officer (BDO) is responsible for sourcing, developing, and closing SBA 7(a) and 504 lending opportunities that support the growth of small businesses within the Bank’s target markets. This role proactively identifies and cultivates relationships with business owners, commercial real estate investors, referral partners, brokers, and centers of influence to build a strong and sustainable lending pipeline. The BDO guides clients through the full SBA lending process, underwriting preparation, structuring, documentation, and funding, while ensuring transactions align with SBA program requirements, internal credit standards, and the Bank’s risk appetite.

Through disciplined business development activity and a consultative approach, the BDO plays a critical role in expanding the Bank’s SBA portfolio, strengthening credit quality, and elevating CalPrivate’s presence as a trusted partner for small business financing. The impact of this role extends beyond originations; by fostering strong external relationships and partnering closely with internal teams including Credit, Closing, Operations, and Deposit Services—the SBA BDO helps deliver a seamless and high-touch client experience. Their contributions directly support departmental growth, enhance fee and interest income, and reinforce the Bank’s mission to provide distinctly different, relationship-driven financial solutions that enable businesses to thrive.

What You’ll Do

  • Engage in business development activities to source and close SBA loan requests.
  • Interview prospective applicants and requests specified information related to loan application; continually correspond with applicants to resolve questions regarding application information.
  • Gather and analyze all information necessary to present a financing request to underwriter, SBA Department Manager, President/CEO, Chief Credit Officer, etc.
  • Perform prequalification assessment and analysis of applicant’s financial condition.
  • Develop and maintain knowledge of financial industry, economy, market conditions, rates, vendors and competition.
  • Continuously strengthen the referral source network. Meet with prospects and referral sources to generate leads whenever possible.
  • Leverage centers of influence by proactively fostering quality relationships.
  • Stay actively involved with professional and/or community organizations by representing CalPrivate Bank at appropriate professional and community events.
  • Participate in cross-referrals with other bank staff. Create an atmosphere of teamwork and collaboration throughout CalPrivate Bank.
  • Cross-sell CalPrivate Bank’s other products and services as appropriate.
  • Host educational sessions/give presentations to bank staff, prospects and centers of influence to review SBA products and programs.
  • Address customer service issues with both clients and bank staff as needed.

AML/CFT/Compliance Responsibilities

This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program.

Who You Are

Experience & Expertise

  • 5+ years of progressive experience in SBA lending, with a proven track record originating SAB 7(a) and/or 504 loans, preferably within a private or commercial banking environment.
  • In-depth knowledge of SBA program guidelines, SOP requirements, credit structures, eligibility standards, and documentation processes.
  • Demonstrated success in business development, including building and maintaining referral networks with brokers, CPAs, attorneys, real estate professionals, and small business centers of influence.
  • Strong credit acumen, including the ability to analyze financial statements, evaluate collateral, assess risk, and structure complex lending solutions.
  • Exceptional relationship-building and communication skills, with the ability to engage small business owners, provide consultative guidance, and deliver a high-touch experience aligned with CalPrivate’s service culture.
  • Proven ability to manage a high-volume pipeline, while meeting production goals, deadlines, and compliance expectations with accuracy and attention to detail.
  • Collaborative and team-oriented, with experience partnering closely with underwriting, credit administration, operations, and deposit teams to ensure smooth loan processing.
  • Strong organizational and time-management skills, with the ability to prioritize competing demands and work independently in a fast-paced environment.
  • Proficiency with loan origination systems, financial analysis tools, CRM platforms, and Microsoft Office applications.
  • Bachelor’s degree in Business, Finance, or related field preferred.

Mindset & Values

  • You lead with accountability, integrity, and consistency.
  • You thrive in a collaborative environment where transparency and follow-through matter.
  • You model professionalism, calm under pressure, and have a solutions-oriented mindset.
  • You embrace data-driven decision-making while maintaining a client-first perspective.
  • You embody CalPrivate’s culture, heart for client, excellence in service, and deep commitment to the Bank and its people.

Physical Demands

  • Requires 50% travel in order to support clients, cultivate business development opportunities and meeting with prospects.
  • Ability to sit or stand for extended periods of time.
  • Ability to physically use a keyboard/mouse
  • Ability to walk to and from workstations
  • Ability to frequently lift and/or move up to 10lbs and occasionally lift and/or move up to 50 pounds.
  • Specific vision abilities required by this job include close vision and ability to adjust focus

Why CalPrivate Bank?

This isn’t just another bank job. At CalPrivate Bank, you will be part of something bigger. Our day-to-day operations and projects don’t just impact a balance sheet, they influence real people, real businesses, and the communities we proudly serve. We are guided by our commitment to relationships, solutions, and trust. And we’re building a team of people who reflect those values in everything they do.

If you’re looking for a place where your work will matter, your ideas will be valued, and your growth will be supported, welcome to CalPrivate Bank! Ready to lead with purpose?