IMPORTANT: In accordance with the government mandate, Williams Adley requires all employees to provide proof of vaccination upon hire. Accommodations may be provided for religious or medical reasons.

Company Overview

For more than 30 years, Williams Adley has provided expert accounting, auditing, and consulting services to a growing number of federal and government agencies. Our dedication to operating with the highest levels of honesty, integrity, and transparency means we frequently go beyond the typical "vendor/client" relationship, becoming trusted advisors to our clients.

General Position Description

The SBA Portfolio Leader will work in the Consulting Department in support of a contract with the Small Business Administration (SBA) to perform Lender Oversight Reviews. The SBA Portfolio Manager provides technical expertise to a team of loan file reviewers responsible for commercial loan file review of various SBA Lenders in support of SBA’s 7(a) Guaranteed Loan Program. The SBA Portfolio Leader must successfully complete a background check and obtain an SBA security clearance.

Essential Duties and Responsibilities:

• Oversee the performance of commercial loan file reviews in accordance with standard due diligence techniques to determine compliance with SBA 7(a) loan requirements.
• Responsible for overall quality of SBA 7(a) loan review work and reporting.
• Provide technical expertise and training to loan file reviewers on SBA 7(a) program requirements.
• Review the work of Quality Control Reviewers.
• Review draft reports for accuracy of technical content and make appropriate edits to ensure compliance with reporting Style Guide.
• Coordinate with Deputy Project Manager and subcontractor point of contact to ensure delivery of timely and accurate reports to SBA.
• Manage project team activities to ensure quality service delivery and attainment of performance metrics.
• Lead weekly status meetings with SBA client to discuss performance, and review weekly status reports prior to submission.

Required Experience:

• 7 or more years of related work experience including at least 5 years of experience reviewing commercial loan activities in accordance with standard due diligence techniques at regulatory/federal agencies, financial institutions or similar organizations and 5 years of project management experience managing commercial loan activities review
• Proficient knowledge of SBA 7(a) Loan Program Requirements (SOP) regarding loan application, underwriting, closing, servicing, liquidation and litigation; and commercial lending and credit processes
• Must be able to deal effectively and communicate with individuals at all levels
• Experience in policy and procedure development, implementation, and review is required
• Demonstrated success managing projects of similar size and complexity
• Working knowledge of Microsoft Word, Excel, and SharePoint applications
• Strong computer skills and ability to learn and use various cloud-based software applications
• Organized individual with excellent attention to detail
• Communicates effectively both orally and in writing
• Prior SBA 7(a) Loan Program experience required

Required Education:

• Bachelor’s degree required

Other Requirements:

The SBA Portfolio Leader will report to the Project Manager. The SBA Portfolio Leader is expected to perform assignments with minimal supervision where procedures have been established, know when to consult with the Team on complex tasks or contractual matters, and refer to SBA regulations, contract requirements, and other written directives as necessary.

Other Requirements:

The Portfolio Leader must successfully complete a background check and obtain a SBA security clearance.

Environment:

Office setting requires extensive computer usage, sitting, and professional communication.

Benefits and Perks:

• Workplace Flexibility. Williams Adley knows that work doesn't have to be completed in the office to be done well, so we honor an anytime, anywhere, work schedule. 
• Tuition Reimbursement and Professional Development.  Dreaming of your C.P.A. or Masters? Williams Adley offers tuition reimbursement for anyone who is pursuing advanced education or certifications.
• Community Involvement. We give back our time, talent, and treasures by assisting in programs across the D.C. area to organizations our employees care about. 

Additional Information:

• FLSA Class: Salary- Exempt
• Status: Full Time - Regular
• Work Week: Monday – Friday, 8 hours a day, some evening and weekend hours may be required in order to fulfill client expectations and deliverables.
• Reports To: Project Manager
• Location: Washington, DC
• Authorization: U.S. Citizenship Required
• Clearance: Must be able to obtain a security clearance
• Consideration: Only candidates that meet the minimum position requirements will be considered and/or contacted to complete the next steps.
• Other: This position is being sourced for an upcoming project. Candidates selected for the position may receive contingent offers.

Williams Adley & Co. – D.C., L.L.P. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected Veteran status.