Portfolio Coordinator - Hybrid

In this role, you will be responsible for a diverse range of duties which includes monitoring, oversight and maintenance of the Commercial Real Estate Lending book. Reporting to the Senior Manager of Comm Clos & Admin, this role will promote and enhance a risk-aware culture by adhering to established standards and regulatory requirements. Perform annual asset and borrower reviews for Commercial Real Estate portfolio. Perform portfolio surveillance and early risk detection on insurance, property conditions, and covenant compliance.

• Analyze the database with current property and borrower information for each loan.
• Monitor, collect and review commercial insurance coverage for commercial portfolio. Manage the annual inspection for the commercial portfolio, by ordering, reviewing and escalating concerns.
• Manage and maintain annual financial reporting requirements and follow up with borrowers, guarantors, internal originators and underwriters.
• Work with outside loan servicer to ensure appropriate information is being updated on financial and covenant reporting.
• Provide accurate reporting and prepare portfolio reports for executive meetings. Engage with different teams and support the leaders in communicating initiatives, developing roadmaps and implementing improvements.
• Review pay-off letters for accuracy and ensure proper releases are crafted in-house or with outside legal counsel and delivered to the final destination for recording or filing.
• Supply regulators and auditors with requisite loan and portfolio-level information.
• Assist in the execution of participations, loan sales, loan pledging and assist leaders in designing and executing process efficiencies and automation across the platform.
• Determine stakeholders and groups impacted by projects and communicate objectives while determining stakeholder requirements.
• Create project timelines and report near and long-term actionable items.
• Liasion with vendors and accounts payable for timely payments of 3rd parties.
• Ensure proper disposition after annual reviews, modifications, and work-related data to credit files as well as official documentation repository and loan servicer.
• Review of loan servicer work product for accuracy in reporting.

Education:

• Bachelors Degree / Business or Related - Minimum

Years of Experience:

• 2 years / Commercial Real Estate, portfolio management or related

In Lieu of Education:

• 5 years / Commercial Real Estate, portfolio management 

You will benefit from:

• Competitive medical, dental, and free vision benefits
• Paid parental leave
• Competitive compensation plan
• Gym memberships discounts
• Generous PTO and banking holidays off 
• Tuition reimbursement
• 401k with immediate employer match and vesting

Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.

The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.