Job Description
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
📌 Small Business Portfolio Management Specialist (Akuhaito H.S.Comp)
🏢 Northwest Bank
📍 Akuhaito H.S.Comp
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