What are the responsibilities and job description for the Corporate Portfolio Manager position at America's Christian Credit Union?
Company Description
America's Christian Credit Union (ACCU), located in Glendora, CA, is dedicated to empowering Christians financially to serve God's world by providing banking and lending services to Churches, Ministries, and individuals nationwide. ACCU operates as an extension of the ministry, offering innovative and user-friendly financial solutions to its members. With a strong emphasis on digital banking, ACCU is committed to delivering exceptional member experiences through cutting-edge technology and personalized service.
Role Description
This is a full-time hybrid role (after a successful 90-days) for a Commercial Portfolio Manager at America's Christian Credit Union. The Commercial Portfolio Manager is an experienced individual responsible for outreach and engagement with our corporate members. The Commercial PM conducts annual credit reviews and leads loan renewal activities, engaging with corporate members and internal partners regularly. This position completes Annual Reviews of existing credits, coordinates loan renewals, reviews member-provided documentation for accuracy and compliance, and promotes a healthy ongoing relationship with members required to have their loans reviewed annually. The Commercial Portfolio Manager ensures that the documentation provided by members is accurate and by Credit Union policy and regulatory requirements while providing exceptional member experience. This role is based in Glendora, CA, with flexibility for some remote work after 90 days.
Major Duties and Responsibilities:
- Conducts member relationship management activities in support of both loan renewals and annual loan 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.
- Interact 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
- 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
- Experience in Portfolio Management
- Excellent communication and interpersonal skills
- Ability to work independently and collaboratively
- Associate degree in Accounting or Finance or Paralegal certification
Disclaimer:
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required for personnel classification. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
ADA Compliance Statement:
In compliance with the Americans with Disabilities Act (ADA), ACCU stands ready to accommodate any qualified employee with a disability who can perform the essential duties of their position, as long as necessary accommodations for that employee’s disability don’t cause an undue burden to the credit union.
Job Type: Full-time
Pay: $28.43 - $42.65 per hour
Benefits:
- 401(k) 4% Match
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Paid time off
- Tuition reimbursement
- Vision insurance
- Volunteer time off
Schedule:
- 8 hour shift
- Monday to Friday
Ability to Commute:
- Glendora, CA 91740 (Required)
Ability to Relocate:
- Glendora, CA 91740: Relocate before starting work (Required)
Work Location: In person
Salary : $28 - $43
