Small Business Portfolio Management Specialist

About the role

Provide administrative support to Retail Small Business leadership and relationship managers in the management of the Small Business loan portfolio. Functions include tracking, requesting, collecting, and imaging financial information from borrowers, adhering to due dates, oversight and outreach on delinquency, managing maturing loans, submitting and facilitating modifications, assisting with portfolio transfers, generating and validating reports, pipeline monitoring, and ensuring data integrity. This role partners with relationship managers, credit, operations, and compliance to maintain portfolio quality and customer service standards.

Responsibilities

• Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations.
• Navigate Microsoft Office Software, computer applications, and department-specific software to maximize technology tools and gain efficiency.
• Work as part of a team and with on-site equipment.
• Track, request, and collect financial statements within defined timeframes.
• Oversee and outreach on past due payments.
• Coordinate modifications as needed, including submission into LOS and facilitating through closing.
• Compile and communicate loan management reports on a timely basis.
• Run and reconcile portfolio reports (past due, upcoming maturities, financial statements) and escalate items requiring attention.
• Assist in the management and maintenance of collateral requirements, including ensuring timely insurance policy updates.
• Service client needs, including prompt responses to inquiries and resolution of problems to promote an exceptional client experience.
• Support relationship managers to ensure the management of their portfolios are timely, accurate, and in conformity with loan terms or policy requirements.
• Utilize Abrigo software for full functionality and update data fields as required.
• Establish and maintain appropriate files and records for loan documents.
• Serve as a liaison with other departments, vendors, and auditors as needed.
• Serve as office manager if required.
• Ensure document/data integrity, including identifying gaps or issues; coordinate corrective actions with operations, credit, and other business partners.
• Cultivate relationships with small business clients.
• Maximize technology tools available and develop use of small business-related software.
• Recommend improvements to procedures and service/delivery enhancements.

Requirements

• High School Diploma required; Bachelor's Degree in Business, Finance, or equivalent preferred.
• 3–5 years of business banking operations, processing, or administration experience preferred.
• 3–5 years of experience with core banking/loan origination systems preferred.
• Must be detail-oriented and team-oriented with the ability to monitor and manage multiple responsibilities simultaneously.
• Knowledge of computer systems and software including Abrigo, Nautilus, Signature, and shared drives.
• Understanding of Small Business loan products.
• Knowledge of loan documentation.

Pay

The pay range for this position is $26–$31 per hour. Actual pay is based on various factors including the successful candidate’s experience, skills, and knowledge.