What are the responsibilities and job description for the Portfolio Administrator position at Tompkins Community Bank?
Job Description:
The successful candidate will be responsible for performing a variety of duties to maintain the integrity of assigned portfolio relationships. This includes monitoring financial information, coordinating portfolio reviews, and working with Relationship Managers on a semi-annual basis.
Key Responsibilities:
- Coordinate portfolio reviews with Relationship Managers
- Work with Portfolio Manager on Financial Statement Tracking and Awareness
- Manage financial statement request letters
- Prepare covenant compliance worksheets
- Assist in loan review file preparation
- Abide by organizational policies and procedures
Qualifications:
- Associates degree in a business related field
- 3-5 years of commercial banking experience
- Proficient interpersonal relations and communicative skills
- Organizational skills and ability to work independently
Benefits:
- Medical, dental, and vision insurance
- 401(k) match and profit sharing
- Paid time off and 11 holidays
- Tuition reimbursement and free parking
EEO Statement:
Tompkins Community Bank is committed to a policy of Equal Employment Opportunity (EEO) and a work environment free from discrimination.
