NDFI Portfolio Administrator
About The Role
Responsible for administration and management of the finance portfolio transactions process related to Non-Depository Financial Institution “NDFI” customer relationships. Establishes and enforces borrowing limits based on borrowing base qualifications. Administers and manages an assigned client base by managing borrowing bases, setting borrowing limits, interfacing with clients pertaining to borrowing availability. Responsible for the collateral intake and release process specific to an assigned client base. Responsible for appraisal review, evaluation, and decisioning in support of borrowing base pledge process. Decides and executes client fund movements including loan advances, loan repayments, internal depository transfers, and wire origination. Consistently provides proactive solutions and problem resolution for clients and peers. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintains a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
Qualifications
- Diploma or equivalent (GED) (preferred)
- Experience: 2-4 years — Experience in Banking/Finance or other equivalent work experience (Required); 1-3+ years — NDFI experience or other relevant work experience (Preferred)
- Skills: Strong mathematical aptitude and analytical skills; strong attention to details; strong organizational, accountability, adaptability, critical thinking and problem-solving skills; ability to work effectively with individuals and groups across the company to manage internal and external customer relationships; team oriented with ability to function in a rapidly moving environment; excellent oral and written communication, interpersonal and client services skills; professional, high-quality customer service skills while providing assistance for clients on all bank products and services; self-starter with willingness to accept additional responsibilities as opportunities arise; ability to develop understanding of complex relationships in commercial banking; working knowledge of Word, Excel, FIS and other bank software platforms.
Benefits
We are proud to offer a competitive total rewards package including base wages and comprehensive benefits. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Pay and Schedule
The pay range for this role is $30.00 to $45.00. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.
Schedule
Primary Location: Ability to work fully onsite at posted location(s). 1110 112th Avenue NE 200 Bellevue WA 98004