Description

Point Breeze Credit Union is currently seeking a Portfolio Administrator to join our Member Business Banking department!

Point Breeze Credit Union offers easy, reliable banking by helping our members save time and money. This starts with a dedicated and engaged team of employees who have a shared passion for helping each other and our members. As employees of Point Breeze Credit Union we follow the Rules of the Road: Deliver Quality and Value, Focus Our Efforts, Participate and Be Candid, Take Responsibility, and Be Kind.

Essential functions in the Portfolio Administrator role are:

• Partner with lending officers to provide seamless transactions with our borrowers.
• Keep detailed account of all new loan requests and necessary documentation during the processing of the credit request.
• Order all third-party reports, including but not limited to, appraisals, environmental assessments, property inspections and flood certifications. Conduct thorough review of reports when received, prior to passing to the lending officer.
• Establish relationship and line of communication with new and existing members for the ongoing collection of documentation for both new and existing loans.
• Coordinate and facilitate annual reviews for all loans in the portfolio over a certain dollar amount.
• Maintain updated and complete loan files with relevant financial information and memos to file, as necessary.
• Coordinate and monitor covenant compliance for all loans.
• Process payments and/or set up automatic transfers.
• Handle phone and email communications in the department
• Compile monthly reports, as necessary.
• Adhere to all credit union compliance requirements, including Bank Secrecy Act (BSA) guidelines and regulations as explained to me and as appropriate for my position.
• Perform other related duties as assigned by the VP, Member Business Banking.

Qualifications

Qualifications for this role include:

• (1) A two-year college degree or (2) Completion of a specialized course of study at a business or trade school or (3) Completion of a specialized and extensive in-house training or apprenticeship program, (4) bachelor’s degree in accounting or finance, preferred.
• 3-5 years of similar or related experience
• Strong attention to detail
• Excellent member service skills
• Ability to work independently
• Excellent interpersonal skills, verbal / written communication skills
• Possess strong organizational, and problem solving skills
• PC proficient, including Microsoft Office Suite, and Adobe