SBA Portfolio Coordinator

More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year.

With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.

As an SBA Portfolio Coordinator, you'll play an important role in supporting the health and performance of our SBA lending portfolio. Working closely with the SBA Portfolio Manager and Business Development Officers, you'll help ensure loans are properly monitored, required documentation is maintained, and portfolio risks are identified and addressed in a timely manner.

This is a great opportunity for a lending professional who enjoys financial analysis, portfolio management, and building strong relationships while helping clients and colleagues succeed.

In this role you'll

• Assist the SBA Portfolio Manager with analyzing and investigating credit and financial information for existing customers.
• Support the tracking and monitoring of financial information for new, renewed, and existing loans.
• Monitor loan covenants and other loan terms to ensure ongoing compliance.
• Establish, review, update, and maintain loan files and portfolio monitoring systems.
• Assist with managing portfolio priorities, including reporting issues, maturities, delinquencies, loan performance, and risk ratings.
• Partner with Business Development Officers to collect outstanding financial information and documentation needed for loan requests.
• Provide technical and advisory support to Business Development Officers as needed.
• Help identify and address portfolio maintenance and customer service needs.
• Ensure compliance with company policies, credit policies, auditing procedures, security requirements, and applicable government regulations.
• Support department goals and contribute to the overall quality and performance of the SBA portfolio.

What we're looking for

• You hold a Bachelor's degree in a related field (Required).
• An equivalent combination of education and experience can be considered in lieu of a degree.
• You bring 4 or more years of lending, portfolio management, commercial lending, and/or commercial real estate experience (Required).

What helps you shine

• You have strong analytical skills and a solid understanding of financial accounting principles.
• You can spread and analyze financial statements, cash flows, and tax returns for businesses and individuals with moderate to complex organizational structures.
• Understand company formation structures and can identify borrowing entities and guarantor relationships.
• Have a working knowledge of portfolio management priorities, including reporting issues, concentrations, maturities, delinquencies, loan performance, covenant monitoring, and risk ratings.
• You communicate clearly and professionally, both verbally and in writing.
• You are organized, detail-oriented, and able to manage multiple priorities effectively.
• Build strong relationships with clients and business partners while providing exceptional service and support.
• Can identify client needs, recognize cross-sell opportunities, and contribute to retention and prospecting efforts.
• You are proficient in Microsoft Word, Excel, Access, and similar business applications.
• You understand federal and state laws and regulations related to commercial lending.

Travel

• 10%

Our Company Values

• Do the right thing
• Mutual respect
• Teamwork
• Accountability

What Our Team Says

"I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated."

Compensation & Benefits

• Targeted starting salary range (based on experience): $33.98- 39.98
• Annual incentive potential
• Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
• Paid vacation time, sick time and 11 company paid holidays
• 401k (with up to 4% match)
• Tuition reimbursement