Analyst, Portfolio Administration
About The Position
Supporting the Business Credit Center within Operations & Administration, the Analyst, Portfolio Administration manages activities related to commercial loans in the Business Credit Center portfolio. The role delivers customer service and manages administrative functions involving customer requests, loan maturities and documentation, credit quality, risk mitigation and management, and collateral tracking. It involves significant customer contact and coordination with Relationship Managers to co-manage existing client relationships. The analyst handles time-sensitive service requests and works with clients and Bank Operations staff to resolve issues promptly in a fast-paced environment that requires multitasking and workflow prioritization.
Requirements
- At least 3 years of Business Banking Loan Administration and/or Compliance experience is preferred.
- Experience in credit structuring, underwriting, and cross-selling is preferred.
- Experience and judgment with credit decisions and analysis.
- Organized and self-sufficient.
- Strong quantitative reasoning and writing skills.
- Knowledge of underwriting and experience with underwriting procedures.
- Ability to effectively present information and respond to questions from groups or managers, members, and the general public.
- Excellent member service skills.
- Ability to complete projects on time.
- Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.
Nice To Haves
- Bachelor’s degree in a related field, or equivalent demonstrated through work experience, training, military service, or education, is preferred.
- Experience with legacy systems such as McCraken and repositories within Nautilus is preferred.
- Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
Responsibilities
- Manage a portfolio of Small Business loans and alert senior management to issues affecting portfolio asset quality.
- Deliver superior customer service to business relationships and ensure consistent client experiences across the Bank's footprint.
- Drive the renewal and modification process for loans, lines, and letters of credit by coordinating underwriting and closing processes.
- Conduct routine, thorough reviews of relationships in the assigned loan portfolio to ensure accurate risk grades and data integrity.
- Identify revenue generation and cross-sell opportunities by mining the existing customer base and working with sales partners.
- Support the Bank's loan payment collection efforts to remain within targets for past dues and charge-offs.
- Identify and support the transfer of problem loans to the Commercial workout unit.
- Handle time-sensitive customer service requests and work with clients and Bank Operations staff to resolve issues promptly.
- Co-manage existing client relationships in liaison with Relationship Managers.
- Manage administrative functions related to general customer service requests, loan maturities and documentation, credit quality maintenance, risk mitigation and management, and collateral tracking.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
