NDFI Portfolio Administrator

Columbia Bank•Bellevue, WA

9d•$30 - $45•Onsite

About The Position

Responsible for administration and management of the finance portfolio transactions process related to Non-Depository Financial Institution “NDFI” customer relationships. Establishes and enforces borrowing limits based on borrowing base qualifications. Administers and manages an assigned client base by managing borrowing bases, set borrowing limits, interface with clients pertaining to borrowing availability. Responsible for the collateral intake and release process specific to an assigned client base. Responsible for appraisal review, evaluation and decisioning in support of borrowing base pledge process. Decisions and executes client fund movements including loan advances, loan repayment, internal depository transfers and wire origination. Responsible for the collection of client portfolio reports and oversee monthly borrowing base certification process for assigned portfolio. Consistently provides proactive solutions and problem resolution for clients and peers. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice”. May perform other duties as assigned.

Requirements

Diploma or equivalent (GED) (preferred)
2-4 Years of experience in Banking/Finance or other equivalent work experience (Required)
Strong mathematical aptitude and analytical skills
Strong attention to details
Strong organizational, accountability, adaptability, critical thinking and problem-solving skills
Ability to work effectively with individuals and groups across the company to manage internal and external customer relationships
Team oriented with ability to function in a rapidly moving environment
Excellent oral and written communication, interpersonal and client services skills
Professional, high-quality customer service skills
Self-starter with willingness to accept additional responsibilities
Ability to develop understanding of complex relationships in commercial banking
Working knowledge of Word, Excel, FIS and other bank software platforms

Nice To Haves

1-3+ years of NDFI experience or other relevant work experience

Responsibilities

Administer and manage the finance portfolio transactions process for NDFI customer relationships.
Establish and enforce borrowing limits based on borrowing base qualifications.
Manage assigned client base by overseeing borrowing bases and set borrowing limits.
Interface with clients regarding borrowing availability.
Manage collateral intake and release processes for assigned client base.
Review, evaluate, and make decisions on appraisals to support the borrowing base pledge process.
Execute client fund movements, including loan advances, loan repayments, internal depository transfers, and wire origination.
Collect client portfolio reports and oversee the monthly borrowing base certification process.
Provide proactive solutions and problem resolution for clients and peers.
Ensure compliance with all bank regulations and policies, including Bank Secrecy Act, Regulation CC, and Regulation E.
Stay updated on regulation changes and complete required training.
Potentially coach, mentor, or train others as a subject matter expert.