Construction Portfolio Manager

Rockland Trust•Brockton, MA

5d•$70,000 - $100,000•Onsite

About The Position

Rockland Trust is a full-service commercial bank and financial services company committed to helping our neighbors reach their financial goals. Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families, and businesses throughout New England with a strong emphasis on personal relationships, local decision-making, and community impact. With a broad range of banking, wealth management, and investment solutions, Rockland Trust combines the resources of a growing financial institution with the personalized service of a community bank. Our long-standing philosophy—Where Each Relationship Matters®—guides how we work with our customers, colleagues, and communities every day. At Rockland Trust, our employees are at the heart of our success. We foster a collaborative, inclusive, and values-driven culture that encourages professional growth, innovation, and work-life balance. We are deeply committed to community involvement, financial education, and creating a workplace where individuals can build meaningful, long-term careers.

Requirements

Prior construction related experience and/or general construction knowledge is preferred.
Strong interest in furthering and deepening his/her level of general construction and project management knowledge, and an ability to learn such from in-house Construction Department staff.
Willingness to seek general construction related education using outside courses or other resources as may be available.
Ability and willingness to make independent recommendations based on their analysis and assessment of information presented by third party construction inspectors, Loan Officers, and borrowers.
Consistently demonstrate a high level of attention to detail, accuracy, initiative, and have the ability to prioritize work.
Attention to detail and strong analytical and time management skills
Strong interpersonal and communication skills to interact with internal areas as well as external clients and third party consultants.
Team oriented and the able to work independently.
Working knowledge of MS Office products, including Outlook, Word and Excel.

Nice To Haves

College degree and/or construction credit experience highly preferred

Responsibilities

Learn and master Construct, the cloud based construction application housing all of our commercial & residential construction loans.
Review and set up small and large complex commercial loans on Construct, working with Loan Officers to ensure all documentation is in place so the draw process will run efficiently, and the borrowers receive their funds on a timely basis.
Create and maintain all Construct access ID’s, add new relationships and third party inspectors in Administration on Construct.
Provide operational oversight and monitoring of the entire construction portfolio to validate project status of each individual project and identify at-risk projects.
Manage, prioritize, and assign project inspections and project review workflows for the entire department, ensuring that positive customer experience is consistently maintained.
Coordinate, manage and stage the Commercial Construction Management Department’s workflow cycle to specifically include: 1) Receipt and disposition of funding requisitions; 2) Enter draw requests on the Construct platform; 3) Assign and schedule field construction inspections; 4) Ensure that the Construct platform is kept updated; 5) Serve as primary contact between the Construction Management Department and Loan Operations to ensure all approved draw requests are funded timely & accurately. Communicate approved advances to the borrower and/or Loan Officer.
Analyze loan documentation as well as the construction documents, including the construction budget, to perform pre-closing reviews for Commercial construction projects.
Coordination with third party inspectors, including review and approval of third-party feasibility and inspection reports.
Approval of construction advances based on recommendation of third-party inspectors, Construction PM assessment of the project in its entirety, and evaluation of the project budget.
Serve as a primary point of contact between the Construction Management Team and Lending Centers delivering the resources of the Construction Management Team to each lending team.
Elevate points of concern regarding construction project progress to superiors when such issues arise. Such concerns include determining appropriate funding amounts when discrepancies arise, reconciling differences between project completion costs and remaining funding availability and helping to resolve occasional disputes between borrowers and the bank.
Review and approve commercial construction funding requests.
Calculate partial release quotes and monitor construction tracking of the release.
Assist Construction Portfolio Team Manager with construction related quarter end reports.
Assist in Audit documentation collection and review.
Create title rundown list and forward to attorneys. Review all rundowns for notice of contract, mechanics liens, etc., elevate to the Construction Portfolio Team Manager and work with the responsible Loan Officers to resolve.
Manage inquiries sent to the Construction group inbox and resolve problems by working directly with customers, lending teams, credit colleagues.
Perform other duties that may be assigned.