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About the Role

The Portfolio Management Specialist provides administrative support to Retail Small Business leadership and relationship managers in managing the Small Business loan portfolio. This role involves tracking financial information, managing delinquencies and maturing loans, facilitating modifications, and ensuring data integrity.

Responsibilities

• Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
• Navigate Microsoft Office Software, computer applications, and software specific to the department
• Work as part of a team
• Work with on-site equipment
• Track, request, and collect financial statements within defined timeframes
• Oversight 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
• Support relationship managers to ensure the management of their portfolios are timely, accurate and in conformity with loan terms or policy requirements
• Deep understanding of Abrigo for full use of functionality appropriately and to update data fields as required
• 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, including identifying gaps or issues; coordinates corrective actions with operations, credit, and other business partners
• Knowledge of loan documentation
• Cultivate relationships with small business clients
• Maximize technology tools available
• Develop use of small business related software
• Ensure conformity to loan terms
• Recommend improvements to procedures
• Recommend service and delivery enhancements

Requirements

• Must be detail oriented and team oriented with 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

Skills

• Microsoft Office Software
• Abrigo
• Nautilus
• Signature

Location

• NY Region

Work Type

• On-site

Experience Level

• 3 - 5 years Business banking operations, processing, or administration experience
• 3 - 5 years Experience with core banking/loan origination systems

Education Level

• High School Diploma
• Bachelor's Degree Business, Finance or equivalent preferred

Salary/Compensations

• $26 - $31 per hour

About the Company

• Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Equal Opportunity

• Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.