Licensed Relationship Manager in Development - Continuous Opening
northwest
Full time
Small Business Portfolio Management Specialist
northwest· LE001 Northwest Bank
About this role
NY0705 NY Region Business Office, OH0523 Independence Bus Office, OH0713 NW Bancshares HQ, PA0258 Bellevue, PA0736 Administration Center
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 on-site 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 appropriately and to update data fields as required
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, including identifying gaps or issues; coordinates corrective actions with operations, credit, and other business partners
Knowledge of loan documentation
Cultivate relationships with small business clients
Maximize technology tools available
Develop use of small business related software
Ensure conformity to loan terms
Recommend improvements to procedures
Recommend service and delivery enhancements
Qualifications
High School Diploma required
Bachelor's Degree Business, Finance or equivalent preferred
3 - 5 years Business banking operations, processing, or administration experience preferred
3 - 5 years Experience with core banking/loan origination systems preferred
Must be detail oriented and team oriented with ability to monitor and manage multiple responsibilities simultaneously
Knowledge of computer systems and software including Abrigo, Nautilus, Signature and shared drives
Understanding of Small Business loan products
The pay range for this position is generally $26 - $31 per hour. Actual pay is based on various factors including but not limited to the successful candidate’s experience, skills, and knowledge.
#LI-MM1
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Frequently Asked Questions
What is the salary for the Small Business Portfolio Management Specialist role at northwest?
The listed salary for this Small Business Portfolio Management Specialist position at northwest is USD 26–31. This is an Full time role.
Where is the Small Business Portfolio Management Specialist position at northwest located?
This Small Business Portfolio Management Specialist role at northwest is based in 5 Locations, Bellevue, PA, Buffalo, NY, Columbus, OH, Independence, OH, Warren, PA. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Small Business Portfolio Management Specialist role at northwest full-time or part-time?
This is listed as a Full time position. It is posted as a Small Business Portfolio Management Specialist role in the LE001 Northwest Bank department at northwest.
Which team or department does the Small Business Portfolio Management Specialist at northwest belong to?
This Small Business Portfolio Management Specialist position is part of the LE001 Northwest Bank department at northwest. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Small Business Portfolio Management Specialist position at northwest?
Click the "Apply Now" button on this page. You will be redirected to northwest's official application portal hosted on workday where you can submit your application directly.
Small Business Portfolio Management Specialist
northwest · 💰 USD 26–31
You'll be redirected to northwest's official application page on Workday.