Description
The Portfolio Management Specialist is responsible for providing 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.
Essential Functions
Track, request, and collect financial statements within defined timeframes
Compile and communicate loan management reports on a timely basis
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 portfolio managers to ensure that loans in process are completed on a timely basis and in conformity with terms
Establish and maintain appropriate files and records for loan documents as required
Serve as a liaison with other departments/vendors/auditors as needed
Serve as office manager if required
Ensure document/data integrity
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
Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
Complete other duties and special projects as requested by management
Education + Experience preferred
**Please note that these are preferred qualifications only, not required. We encourage you to still apply if you don't have all or any of the following.
Bachelor's degree or equivalent
3-5 years of experience with Commercial Banking operations, processing, or administration
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities