The Portfolio Management Specialist assists portfolio and relationship managers in managing the commercial loan portfolio by tracking financial statements and maintaining loan documentation
Job Summary
The Portfolio Management Specialist assists portfolio and relationship managers in managing the commercial loan portfolio by tracking financial statements and maintaining loan documentation.
This role ensures timely responses to client inquiries and supports the completion of loans in conformity with terms to promote an exceptional client experience.
The position also involves serving as a liaison with other departments and vendors while maximizing the use of technology tools available.
Matching Summary
The Portfolio Management Specialist assists portfolio and relationship managers in managing the commercial loan portfolio by tracking financial statements and maintaining loan documentation.
Skills & Requirements
Must-have
financial statement tracking and collection
loan portfolio management support
document and data integrity maintenance
client inquiry response and problem resolution
collateral and insurance policy management
use of commercial banking software tools
Nice-to-have
relationship cultivation with commercial clients
recommendation of procedural improvements
office management responsibilities
timely loan process completion support
Key Requirements
Bachelor's Degree or equivalent
3-5 years commercial banking operations experience