Portfolio Management Specialist

Northwest Bank • Columbus, OH • 2h ago

IN0534 Fishers, NY0705 NY Region Business Office, OH0523 Independence Bus Office, OH0713 NW Bancshares HQ, PA0186 Mount Joy, PA0220 Erie - 8th & State, PA0258 Bellevue, PA0445 Williamsport, PA0725 State College Business Office, PA0736 Administration Center

Job Description

The Portfolio Management Specialist is responsible for providing administrative support within the portfolio management function including general filing, scanning, imaging, copying of materials for distribution to related departments and Northwest's imaging system while tracking, requesting and collecting financial statement/information required from borrowers and adhering to required due dates. This position assists portfolio managers and relationship managers in the management of the commercial loan portfolio.

Essential Functions

Track, request, and collect financial statements within defined timeframes

Compile and communicate loan management reports on a timely basis

Assist in the management and maintenance of collateral requirements, including ensuring timely insurance policy updates

Service client needs, including prompt responses to inquiries and resolution of problems to promote an exceptional client experience

Support portfolio managers to ensure that loans in process are completed on a timely basis and in conformity with terms

Establish and maintain appropriate files and records for loan documents as required

Serve as a liaison with other departments/vendors/auditors as needed

Serve as office manager if required

Ensure document/data integrity

Knowledge of loan documentation

Cultivate relationships with commercial clients

Maximize technology tools available

Develop use of commercial related software

Maintain appropriate borrower files

Ensure conformity to loan terms

Recommend improvements to procedures

Recommend service/delivery enhancements

Preferred Education and Work Experience

Bachelor's Degree or equivalent

3-5 years Commercial banking operations, processing, or administration experience

The pay range for this position is generally $23 - $27 per hour. Actual pay is based on various factors including but not limited to the successful candidate's experience, skills, and knowledge. Additional benefits are also available.

LI-RG1

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

A t Northwest, we're here for what's next. Whether we're finding opportunities for families, businesses and communities or opening doors for our team, we share a passion for helping the people around us succeed. And we know that in order to provide the highest level of care, we need to understand unique experiences and perspectives. That's why, whether you're interested in a corporate role or something customer-facing, your talent and voice matter. Here, you belong. Working at Northwest, you'll find that we recognize our employees for the important work they do through competitive compensation and benefits, professional development opportunities and by regularly celebrating wins along the way. So, take a look at the opportunities here. And join us as we move into the future making a difference for the people we serve.

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