What are the responsibilities and job description for the Commercial Portfolio Manager position at America's Christian Credit Union?
Company Description
America's Christian Credit Union (ACCU) has been dedicated to the vision of "Christians financially equipped to serve God's world" since 1958, providing lending and banking services to Churches, Ministries, and individuals across the United States. ACCU sees itself as an extension of the ministry and offers innovative financial solutions with a focus on digital banking and exceptional member experiences.
Role Description
This is a full-time hybrid role after a successful 90 days as a Corporate Portfolio Manager at America's Christian Credit Union. Conducts member relationship management activities in support of both loan renewals and loan annual review processes. • Manages member outreach to collect, validate, and process required documentation for annual review of loans, including spreading annual financials, identifying changes in credit risk, and documenting that analysis • Owns process steps for loan renewals including reviewing loan documentation to ensure eligibility for renewal. • Interacts with internal and external audiences that can include underwriters, relationship managers, customers, agent banks, attorneys, and insurance agents to ensure all conditions are met for loan renewals. • Regularly collaborates with teammates and key stakeholders across all levels of the company. • Leverages communication and customer relationship management skills to drive results. • Uses strong organizational experience in a fast-paced, live operational environment. • Manages a workload that includes multiple tasks and applies judgment to resolve conflicting priorities. • Applies job knowledge and documentation expertise to support a diverse array of lending products
Qualifications
- Associate degree in Accounting or Finance or Paralegal certification
- At least 1 year of experience in both for-profit and non-profit commercial lending support role
- At least 1 year of experience in lending processes, loan principles, and terminology related to banking laws and regulation
- At least 5 years of experience in a customer-facing portfolio or relationship management
Salary : $28 - $43