• Provide relationship management support to SBA Lending in monitoring and servicing an existing portfolio of complex loans and borrowing relationships. • Continuously evaluate operational and financial performance to maintain portfolio quality and risk rating accuracy. • Interact with customers as well as bank employees to address credit and deposit service related matters in a satisfactory manner. • Manage a defined portfolio of existing SBA commercial loan customers • Address customer requests that may require specialized knowledge, industry expertise, and a comprehensive understanding of the SBA SOP • Proactive management of the portfolio to ensure early detection of material changes in customer performance • Manage customer reporting requirements, including ongoing tracking to ensure timely receipt of all required post-close documents, including financial statements, insurance certificates, and other similar items • Completion of annual reviews, periodic file memos, loan modifications and policy waivers • Ability to assess financial performance and risk, including identifying ways to mitigate risk to the bank • Work with department management and origination teammates to ensure ongoing credit quality of the portfolio and new originations • Strong working knowledge of loan policy and a proven ability to adhere to sound risk management practices as well as to all internal and external credit and regulatory requirements • Provide excellent customer service with an ability to resolve customer problems independently • Assist with special projects or any other tasks assigned by management, including but not limited to audit preparation, ongoing due diligence, industry research, and portfolio maintenance