Portfolio Management Support Specialist
About The Position
MidFirst Bank is a full service bank with a vision of unparalleled client service in the California market. The Bank's core principles are flexibility, responsiveness, and the ability to create tailored solutions, coupled with its commitment to provide exceptional client service. Our bankers work in a team effort to develop a deep understanding of their clients, and work with and on their behalf to develop solutions tailored to meet their needs. Nothing is overlooked. Everything is considered. This position will provide support to Portfolio Managers and Relationship Managers with loan compliance, report generation, loan exceptions, monitoring of ticklers, annual financial reviews and storage of customer financial information and file maintenance.
Requirements
- 3-5 years of portfolio and loan support experience
- Excellent customer service skills; detail-oriented
- Excellent organizational skills; general knowledge of bank processes
- Excellent written and oral communication skills
- Excellent PC skills
Nice To Haves
- Working knowledge of commercial loan documentation preferred.
Responsibilities
- Manage and organize OnBase storage of customer financial information as well as organize credit files in the system.
- Manage and monitor loan ticklers through Credit Quest.
- Support Portfolio Management and Relationship Management teams with loan portfolio by tracking and monitoring ticklers, loan exceptions and annual financial reviews.
- Assist in analyzing outstanding Loan Portfolio for matters such as loan concentrations by generating accurate reports segmented by loan type, class, collateral and other categories for management
- Communicate loan documentation requests and subsequent follow up requests to clients through Portfolio Managers and Relationship Managers, related to “Critical Loan Exceptions”.
- Assist in the submission of Annual Review Reports (ARRs), Monitored Loan Reports (MLRs) and Loan Agreement Compliance Report (LACRs) through Decisions.
- Perform/complete other duties and projects as requested by supervisor, accurately and within the designated time assigned.
- Ensure adherence to all compliance regulations, both state and federal.
Benefits
- medical
- dental
- vision coverage
- paid holidays
- vacation
- sick leave
- 401(K) plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
