Senior Portfolio Manager leading investment strategies for complex client relationships at TIAA. Managing high - value investments, mentoring team members and driving client - focused outcomes.
About the role
- SBA Closing Team Manager managing closing functions and a team of SBA Closing Specialists at Regions. Ensuring operational compliance with SBA procedures and focusing on client experience.
Responsibilities
- Leads a team of SBA Closing Specialists responsible for closing SBA loan transactions adhering to all credit, regulatory, procedural and SBA guaranty requirements
- Provides oversight and expertise for items related to credit, loan, and SBA documentation policies, closing due diligence, regulatory requirements (including BSA/AML, Beneficial Ownership, OFAC, Flood Regulations) and systems used within the department
- Develops strategies and recommendations for improving efficiency, productivity, quality, and risk management within the SBA segment and collaborates with business partners to communicate ideas and recommendations to senior and executive management
- Acts as the SBA closing/processing subject matter expert by having extensive knowledge of SBA Standard Operating Procedures (SOPs)
- Recommends updates to Regions SBA processes and procedures in accordance with SBA Standard Operating Procedures, industry best practices and relevant modifications to SOP
- Exercises independent decisions regarding compliance with bank and SBA documentation requirements
- Facilitates all closing related communication with SBA via eTran, direct submissions, or directly with SBA Officials
- Serves as the primary escalation contact for business partners regarding questions, issues or concerns with team performance or transactional issues
- Manages daily workflow and ensures staff is properly trained and adheres to policy and procedures
- Oversees all communication efforts between SBA Closing Specialist and borrower, SBA Bankers, internal staff, and external partners to deliver an optimal client experience
- Provides coaching and support to staff, including facilitating regular team meetings and 1:1 sessions for associate development
- Performs general management duties, exercising usual authority concerning staffing, performance reviews, promotions, and terminations
- Manages team performance metrics but not limited to SLAs, production, quality assurance, document exceptions, etc.
- Develops and sustains relationships with both internal and external key partners including SBA and third-party vendors such as closing attorneys
Requirements
- Bachelor’s degree in a related field with six (6) years of SBA closing experience and knowledge of SBA loan program requirements or equivalent work experience
- Or High School Diploma or GED with ten (10) years of SBA closing experience and knowledge of SBA loan program requirements or equivalent work experience
- Three (3) years of prior management, leadership, or coaching experience
- Experience reviewing insurance, title work, collateral, lien filings, appraisals, construction due diligence, and environmental reports
- Experience working with bankers, underwriters, closers, insurance firms, and attorneys
- Experience with commercial loan systems
Benefits
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
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