The Portfolio Management Specialist is responsible for providing administrative support to Retail Small Business leadership and relationship managers in the management of the Small Business loan portfolio. Functions include tracking, requesting, collecting and imaging financial statement/information required from borrowers and adhering to required due dates, oversight and outreach on delinquency, managing maturing loans, submitting and facilitating modifications, assisting with portfolio transfers, generating, distributing and/or validating reports, pipeline monitoring and ensuring data integrity. This role partners with relationship managers, credit, operations and compliance to maintain portfolio quality and customer service standards.
Essential Functions
Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with in office equipment
Track, request, and collect financial statements within defined timeframes
Oversight and outreach on past due payments
Coordinate modifications as needed, including submission into LOS and facilitating through closing
Compile and communicate loan management reports on a timely basis
Run and Reconcile portfolio reports (past due, upcoming maturities, financial statements) and escalate items requiring attention
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 relationship managers to ensure the management of their portfolios are timely, accurate and in conformity with loan terms or policy requirements
Deep understanding of Abrigo for full use of functionality app
📌 Small Business Portfolio Management Specialist (Akuhaito H.S.Comp)
🏢 Northwest Bank
📍 Akuhaito H.S.Comp
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