Commercial Portfolio Administrator

Nusenda Credit Union•Albuquerque, NM

About The Position

Nusenda Credit Union is seeking a Commercial Portfolio Administrator to support Commercial Portfolio Managers in administering and servicing commercial banking relationships. The role supports annual reviews, renewals, modifications, monitoring, reporting, due diligence, maintenance, and loan file management. It also serves as a key contact for members, vendors, and internal teams to resolve issues and support servicing needs. The administrator maintains portfolio records, tracks documentation, organizes financial information, and supports commercial loan and deposit relationships. The role collaborates with Commercial Banking Operations to promote accuracy and compliance with credit union policies and regulatory standards.

Requirements

Three to five years of similar or related experience.
Associate’s degree in business administration or a related field, or equivalent professional experience.
Experience working directly with commercial members and commercial banking services in compliance with relevant regulations and generally accepted commercial lending and deposit practices.
Familiarity with commercial loan documentation and deposit account agreements; entity documents and resolutions; real estate title insurance or binders; and other due diligence items required for lending and account opening.

Responsibilities

Support Commercial Portfolio Managers in administering and servicing assigned commercial banking relationships.
Serve as a primary contact for administrative portfolio functions, including obtaining required information from members and responding to commercial members’ servicing requests and inquiries.
Research loan payments and account transactions.
Support annual loan reviews, renewals, modifications, covenant monitoring, and other portfolio management responsibilities while maintaining superior service levels.
Collect and maintain financial reporting, organizational documents, loan file records, account maintenance requests, and documentation exceptions.
Review and interpret organizational documents to determine signing authorities and documentation requirements, and keep portfolio records accurate, complete, and current.
Support commercial loan and deposit servicing, including account openings, account maintenance, loan closings, and related administrative functions.
Coordinate required documentation with Commercial Banking Operations and assist with compliance with Customer Identification Program (CIP), BSA, and other applicable regulatory requirements.