Portfolio Management Specialist
Essential Functions
- Track, request, and collect financial statements within defined timeframes
- Compile and communicate loan management reports on a timely basis
- Aid 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
- Aid portfolio managers in completing loans on a timely basis and in accordance with terms
- Support the management of loan documents and files as required
- Serve as a liaison with other departments, vendors, and auditors as needed
- Perform as an office manager if required
- Ensure document and data integrity
Preferred Education And Work Experience
- Bachelor's Degree or equivalent
- 3-5 years of 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.
Skills
Knowledge of loan documentation
Cultivate relationships with commercial clients
Maximize technology tools available
Develop use of commercial related software
Maintain appropriate borrower files
Ensure conformity to loan terms
Recommend improvements to procedures
Recommend service/delivery enhancements
Qualifications
None specified
Benefits
None specified
Pay
None specified
Schedule
None specified
Job Location
Multiple locations across the United States including Fishers, NY, Independence, OH, Mount Joy, PA, Erie, PA, Bellevue, PA, Williamsport, PA, State College, PA, and Williamsport, PA.