Sr. Portfolio Administrator, Equipment Finance

Senior role in the Equipment Finance team at NW Bancshares headquarters, focused on documentation accuracy, client service, and process improvement.

Responsibilities

• Coordinate loan closings in conjunction with originators.
• Ensure all loan approval conditions are met within the required time frame.
• Perform pre- and post-closing reviews of loan documents for accuracy and completeness.
• Create borrowers and relationships in Abrigo and Moody’s systems.
• Ensure accuracy of all data fields in loan documentation.
• Review and evaluate borrower financial information.
• Identify and escalate borrowers with declining financial performance.
• Ensure compliance with third-party agencies and vendors.
• Act as a liaison with various departments, including Commercial Loan Processing and Servicing, Loan Review, and Audit.
• Comply with corporate standards and audit-related matters.
• Stay current on all banking rules and regulations.
• Facilitate client service requests and provide an exceptional client experience.
• Meet or exceed service-level agreements.
• Recommend process and procedure improvements to enhance efficiency and effectiveness.
• Proactively identify and escalate declining financial performance or negative indicators within the loan portfolio.
• Ensure timely collection and posting of required financial information to SyndTrak and applicable Northwest Bank systems.
• Act as the first line of defense to recommend and process timely risk rating changes in conjunction with the line of business and Credit Management.
• Monitor loan management tracking reports and ensure timely action and escalation as warranted.
• Maintain and update Equipment Finance reports on a timely basis.
• Initiate or complete loan modifications that do not require full underwriting.
• Manage and maintain collateral requirements.
• Coordinate and assist with criticized loan reports as part of the Watch List program.
• Establish tailored processes and procedures for Equipment Finance as needed.
• Support line-of-business expansion efforts.
• Ensure compliance with Northwest’s policies and procedures, as well as Federal and State regulations.
• Navigate Microsoft Office Software, department-specific applications, and other computer tools to maximize efficiency.
• Collaborate as part of a team and work with on-site equipment as required.

Requirements

• Bachelor’s degree in business, finance, or a related field.
• 6–8 years of relevant experience in corporate finance lending and/or credit administration/underwriting.