Portfolio Management Specialist

Essential Functions

• Track, request, and collect financial statements within defined timeframes
• Compile and communicate loan management reports on a timely basis
• Affiliate in the management and maintenance of collateral requirements, including ensuring timely insurance policy updates
• Assist in managing client needs, including prompt responses to inquiries and problem resolution to promote an exceptional client experience
• Aid portfolio managers to ensure loans in process are completed on a timely basis and in conformity with terms
• Serve as a liaison with other departments/vendors/auditors as needed
• Serve as office manager if required
• Ensure document/data integrity

Preferred Education And Work Experience

• Bachelor's Degree or equivalent
• 3-5 years Commercial banking operations, processing, or administration experience

Pay

The pay range for this position is generally $23 - $27 per hour. Actual pay is based on various factors including but not limited to the successful candidate’s experience, skills, and knowledge.

Benefits

Additional benefits are also available.

About the role

The Portfolio Management Specialist provides administrative support within the portfolio management function including general filing, scanning, imaging, copying of materials for distribution to related departments and Northwest's imaging system while tracking, requesting and collecting financial statement/information required from borrowers and adhering to required due dates. This position assists portfolio managers and relationship managers in the management of the commercial loan portfolio.