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About the Role
The Portfolio Management Specialist provides administrative support for the portfolio management function, including filing, scanning, and managing borrower financial information. This role assists portfolio and relationship managers in overseeing the commercial loan portfolio.
Responsibilities
- 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
- 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
Requirements
- Knowledge of loan documentation
Skills
- General filing
- Scanning
- Imaging
- Copying
- Tracking financial statements
- Requesting financial statements
- Collecting financial statements
- Client service
- Problem resolution
- Loan documentation management
- File and record maintenance
- Liaison with departments/vendors/auditors
- Office management
- Document/data integrity
- Client relationship cultivation
- Technology maximization
- Commercial software utilization
Location
- Fishers, NY
- Independence, OH
- Mount Joy, PA
- Erie - 8th & State, PA
- Bellevue, PA
- Williamsport, PA
- State College Business Office, PA
- Administration Center
Work Type
- Full-time
Experience Level
- 3-5 years
Education Level
- Bachelor's Degree or equivalent
Salary/Compensations
- $23 - $27 per hour
Benefits
- Additional benefits are also available
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.