Portfolio Associate
About The Position
EWB Fund Finance was founded in 2012 and has grown its loan portfolio to over $3.5 billion; it now banks over 400 individual client entities. The group has clients in every major pocket of capital the U.S., ranging in size from $100MM in AUM to over $100 billion. Fund Finance is the largest specialized industry group in the Bank. We are currently seeking a Portfolio Associate in our Fund Finance banking group. The Portfolio Associate will work with and provide support to the team's Relationship Managers and Portfolio Managers to process transactions and to monitor and maintain the Fund Finance loan portfolio. Primary responsibilities include the review and processing of loan advances, the collection and tracking the receipt of required financial reporting, loan payment collection and processing, and assisting in the set up and maintenance of depository services.
Requirements
- 1-2 years' experience in banking and/or Fund Finance is a plus
- Ability to work within set timelines while maintaining quality and attention to detail
- Flexible and adaptable to a dynamic work environment
- Demonstrates effective problem solving and analytical skills with ability to handle and prioritize multiple tasks
- Excellent verbal and written communication skills
- Strong client service skills and strong sense of urgency
- Strong time management skills
- Knowledge of BSA/AML/OFAC Laws/Regulations is a plus
- Proficient in the use of Microsoft Office (Outlook, Word, Excel, and PowerPoint)
Nice To Haves
- 1-2 years' experience in banking and/or Fund Finance is a plus
- Knowledge of BSA/AML/OFAC Laws/Regulations is a plus
Responsibilities
- Monitor and process loan advances
- Assist with portfolio management by monitoring reporting and compliance with established guidelines
- Monitor and process loan payments
- Provide account maintenance, research, work with BSA/Compliance on approval as needed
- Coordinate with internal departments to assist clients with problem-solving requests as needed
- Provide support for the set up and execution of cash management services and other related Bank products with the client
- Perform other administrative duties required for the maintenance of a portfolio of clients
- Perform other duties and special projects as needed
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Credit Intermediation and Related Activities
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
