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Small Business Portfolio Manager Jobs (NOW HIRING)

Northwest

$31/hr

... Small Business loan portfolio. Functions include tracking, requesting, collecting and imaging ... Serve as office manager if required * Ensure document/data integrity, including identifying gaps or ...

BetMGM

Business Portfolio Manager

New York, NY

About the Role The Business Portfolio Manager (Marketing) is a senior individual contributor within BetMGM's PMO, responsible for leading the Marketing portfolio and driving the successful delivery ...

BetMGM LLC

About the Role The Business Portfolio Manager (Marketing) is a senior individual contributor within BetMGM's PMO, responsible for leading the Marketing portfolio and driving the successful delivery ...

SmartBiz Bank

AVP, SBA Portfolio Manager

Northbrook, IL · On-site

$110K - $130K/yr

Overview SmartBiz Bank offers a broad range of business banking solutions to small businesses ... AVP, SBA Portfolio Manager The AVP, Community SBA Portfolio Manager is responsible for managing and ...

Access Plus Capital

Portfolio Manager

California, MO · On-site

The Portfolio Manager manages borrower relationships, conducts financial analysis, completes the ... Strong understanding of Small Business Administration (SBA), U.S. Department of Agriculture (USDA ...

Access Plus Capital

Portfolio Manager

Fresno, CA · On-site

$74K - $104K/yr

The Portfolio Manager manages borrower relationships, conducts financial analysis, completes the ... Strong understanding of Small Business Administration (SBA), U.S. Department of Agriculture (USDA ...

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Small Business Portfolio Manager information

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$37K

$100.5K

$187.5K

How much do small business portfolio manager jobs pay per year?

As of Sep 11, 2026, the average yearly pay for small business portfolio manager in the United States is $100,458.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,500.00 and $130,000.00 per year, depending on experience, location, and employer.

What does a small business portfolio manager do?

A Small Business Portfolio Manager oversees a portfolio of small business clients, managing their financial needs and ensuring their loans, credit lines, and other banking products are performing well. Their responsibilities include analyzing financial statements, assessing risk, recommending financial solutions, and maintaining strong client relationships. They work closely with business owners to help them achieve their goals while minimizing financial risks for the lending institution. The role requires strong analytical skills, financial acumen, and effective communication.

What are the key skills and qualifications needed to thrive as a small business portfolio manager?

To thrive as a Small Business Portfolio Manager, you need strong financial analysis skills, experience in credit risk assessment, and typically a degree in finance, business, or a related field. Familiarity with loan origination systems, portfolio management software, and relevant financial regulations is essential. Exceptional relationship management, communication, and problem-solving abilities set top performers apart in this role. These skills are crucial for effectively managing client portfolios, minimizing risk, and supporting the growth and success of small business clients.

How does a small business portfolio manager typically collaborate with clients and internal teams?

A Small Business Portfolio Manager works closely with small business clients to understand their financial needs and goals, providing tailored lending solutions and ongoing support. They also collaborate with internal teams such as credit analysts, underwriters, and relationship managers to assess loan applications and manage risk. Regular client meetings, portfolio reviews, and cross-functional discussions are part of the role to ensure high-quality service and portfolio performance. This collaborative approach helps maintain strong client relationships and supports the overall growth of the bank's small business segment.

What is the difference between Small Business Portfolio Manager vs Small Business Loan Officer?

AspectSmall Business Portfolio ManagerSmall Business Loan Officer
Primary RoleOversees a portfolio of small business clients, managing relationships and growth strategiesEvaluates, approves, and manages small business loan applications
CredentialsTypically requires a bachelor's degree in finance, business, or related field; certifications like CFA are commonUsually requires a bachelor's degree; banking or finance certifications may be preferred
Work EnvironmentBanking or financial services firms, often in office settingsBank branches, lending departments, or financial institutions
Key FocusRelationship management and portfolio growthLoan assessment and approval process

While both roles operate within the small business finance sector, the Small Business Portfolio Manager focuses on managing client relationships and growing the portfolio, whereas the Small Business Loan Officer concentrates on evaluating and approving loan applications. Understanding these differences helps job seekers target the right roles based on their skills and career goals.

Do you need an MBA to be a small business portfolio manager?

A small business portfolio manager typically does not require an MBA, but a bachelor's degree in business, finance, or a related field is usually necessary. Relevant skills such as financial analysis, strategic planning, and experience in managing multiple projects are important, and some employers may prefer or require advanced certifications like CFA or PMP. An MBA can enhance career prospects but is not a strict requirement for this role.

How to become a small business portfolio manager with no experience?

To become a small business portfolio manager with no experience, focus on gaining relevant skills such as financial analysis, risk management, and strategic planning through online courses or certifications like CFA or MBA programs. Entry-level roles in finance, business analysis, or project management can provide practical experience, and networking within the industry can help identify opportunities for advancement into portfolio management positions.

What cities are hiring for Small Business Portfolio Manager jobs?

Cities with the most Small Business Portfolio Manager job openings:

What states have the most Small Business Portfolio Manager jobs?

States with the most job openings for Small Business Portfolio Manager jobs include:

What are popular job titles related to Small Business Portfolio Manager jobs?

For Small Business Portfolio Manager jobs, the most frequently searched job titles are:

Infographic showing various Small Business Portfolio Manager job openings in the United States as of September 2026, with employment types broken down into 1% Internship, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $100,458 per year, or $48.3 per hour.

Small Business Portfolio Management Specialist

Independence, KS • On-site

Northwest
See more jobs at Northwestexternal

$31/hr

Full-time

Re-posted 14 days ago

Key responsibilities

  • Track, request, and collect financial statements from borrowers within defined timeframes.

  • Manage and oversee delinquency, maturing loans, and facilitate modifications and portfolio transfers.

  • Generate, distribute, and validate reports related to the loan portfolio, including pipeline monitoring and data integrity checks.

Job description

NY0705 NY Region Business Office

Job Description

The Portfolio Management Specialist is responsible for providing administrative support to Retail Small Business leadership and relationship managers in the management of the Small Business loan portfolio. Functions include tracking, requesting, collecting and imaging financial statement/information required from borrowers and adhering to required due dates, oversight and outreach on delinquency, managing maturing loans, submitting and facilitating modifications, assisting with portfolio transfers, generating, distributing and/or validating reports, pipeline monitoring and ensuring data integrity. This role partners with relationship managers, credit, operations and compliance to maintain portfolio quality and customer service standards.

Essential Functions

  • Ensure compliance with Northwest's policies and procedures, and Federal/State regulations

  • Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency

  • Work as part of a team

  • Work with on-site equipment

  • Track, request, and collect financial statements within defined timeframes

  • Oversight and outreach on past due payments

  • Coordinate modifications as needed, including submission into LOS and facilitating through closing

  • Compile and communicate loan management reports on a timely basis

  • Run and Reconcile portfolio reports (past due, upcoming maturities, financial statements) and escalate items requiring attention

  • Assist in the management and maintenance of collateral requirements, including ensuring timely insurance policy updates

  • Service client needs, including prompt responses to inquiries and resolution of problems to promote an exceptional client experience

  • Support relationship managers to ensure the management of their portfolios are timely, accurate and in conformity with loan terms or policy requirements

  • Deep understanding of Abrigo for full use of functionality appropriately and to update data fields as required

  • Establish and maintain appropriate files and records for loan documents as required

  • Serve as a liaison with other departments/vendors/auditors as needed

  • Serve as office manager if required

  • Ensure document/data integrity, including identifying gaps or issues; coordinates corrective actions with operations, credit, and other business partners

  • Knowledge of loan documentation

  • Cultivate relationships with small business clients

  • Maximize technology tools available

  • Develop use of small business related software

  • Ensure conformity to loan terms

  • Recommend improvements to procedures

  • Recommend service and delivery enhancements

Qualifications

  • High School Diploma required

  • Bachelor's Degree Business, Finance or equivalent preferred

  • 3 - 5 years Business banking operations, processing, or administration experience preferred

  • 3 - 5 years Experience with core banking/loan origination systems preferred

  • Must be detail oriented and team oriented with ability to monitor and manage multiple responsibilities simultaneously

  • Knowledge of computer systems and software including Abrigo, Nautilus, Signature and shared drives

  • Understanding of Small Business loan products

The pay range for this position is generally $26 - $31 per hour. Actual pay is based on various factors including but not limited to the successful candidate's experience, skills, and knowledge.

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Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

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