Portfolio Manager

FirstBank•Birmingham, AL

About The Position

Provides loan credit administration support as needed to multiple lending functions in accordance with established systems and procedures. Required to gain a knowledge of all loan operations platform systems as well as core and the interdependencies associated with each procedurally. Perform necessary research for completion of projects. Assist with problem resolution as needed. Assists operations officer/Director of Credit Administration.

Requirements

High School diploma or equivalent. College degree or coursework in finance or related studies is a plus.
2+ years of experience in banking or similar field
Proficient in Microsoft Office Suite, Outlook and other similar applications.
Demonstrated working knowledge of loan documentation and document retention.
Demonstrated commitment to accuracy and attention to detail. Good organizational skills.
Strong attention to detail with ability to multi-task
Ability to work efficiently as a member of a team or alone
Strong verbal and written communication skills
Ability to provide a positive experience for customers and act in a professional manner
Ability to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information
Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity

Nice To Haves

Construction experience preferred

Responsibilities

Inputs construction loans into construction management system in accordance with credit approval and budget
Manages construction draw process based on percentage of completion
Interfaces with RMs, RMAs, and customers to properly service construction loans
Post payments, draws and principal reductions
Loan account research
General loan questions/research
Resolve day-to-day operational issues
Develop and maintain a comprehensive knowledge of the Bank’s core system & Built Construction management system
Assist in project initiatives by performing necessary research
Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.