CB Portfolio Specialist

First Commonwealth Bank • Lancaster, PA • 14h ago

Assists Corporate Bankers and Portfolio Managers in managing existing Corporate Banking relationships. Acts as a contact person when the Corporate Banker and/or Portfolio Manager are not immediately available and provides direct client service. Expands or deepens client relationships by identifying client needs and communicating to relationship team. Provides direct client service under direction. Coordinates closings for new loans and modifications under Corporate Banker guidance. Works closely with Portfolio Managers and Corporate Banking Portfolio Team Lead to ensure the risk management of each client relationship is in compliance with policy and procedure, as well as commercial and regulatory guidelines. Provides general administrative support for the department including preparing miscellaneous reports, scanning documents to loan files and creating and maintain corporate client files. Essential Job Responsibilities 1. Assists in managing existing Corporate Banking relationships by performing the following: a. Assists with collecting and tracking required financial information for the Credit Department to prepare an analysis. Reports collection activity to management in a timely manner. b. Under direction, provides service to commercial clients on their banking needs with respect to deposit, loan and other miscellaneous products and services, including (but not limited to): i. Answering questions on loans and other accounts, assisting with loan payments and collecting past due loan payments. ii. Processing advances from lines of credits or multi disbursement credits; preparing and initiating wire transfers. iii. Performing client verification for ACH and Wire Overlimit requests. iv. Working with branches to set up accounts or other services and introducing clients to branch staff. v. Researching issues, providing solutions and preparing maintenances. vi. Working with Treasury Management on client issues, as needed. 2. Builds client relationships by identifying needs, recognizing cross-sell opportunities and communicating to Corporate Banking relationship team. 3. Loan Origination System (Abrigo) front-end input of new loan requests. 4. Actively participates in Regional Relationship Team meetings. 5. Assists with coordinating loan and modification closings by performing the following: a. Assists in the preparation of the required pre-closing documents needed for the in-house loan documentation to begin (i.e., co To view the full job description please use the link below. https://www.aplitrak.com/?adid=YmJnZW5lcmljLjI0MTA1LjEwODY1QGZjYmFua2luZ2NvbXAuYXBsaXRyYWsuY29t

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