Portfolio Manager (Shared Credit Services)

• 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.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Three years’ experience as a Small Business or Consumer Underwriter or Portfolio Manager (or similar role) for a financial institution required.
• High school diploma required.
• College Degree a plus but not required

• Excellent verbal, written and interpersonal communication skills with the ability to explain programs, loan terms, features, policies and benefits to members and business partners.
• Strong relationship building and teamwork skills.
• Excellent organizational and time management skills with ability to work independently and manage multiple priorities.
• Multi-lingual capabilities to include Spanish are a plus.