What are the responsibilities and job description for the Portfolio Relationship Specialist position at Tompkins Community Bank?
Job Description
As a Portfolio Relationship Specialist at Tompkins Community Bank, you will play a vital role in maintaining the integrity of assigned portfolio relationships. This includes monitoring the status of and coordinating the review of financial information, as well as performing various duties to ensure the accuracy and completeness of portfolio data.
- Work with the Portfolio Manager, Senior Credit Officer, and Senior Loan Officer to coordinate portfolio reviews with Relationship Managers on a semi-annual basis.
- Manage financial statement request letters with Administrative Assistants.
- Prepare covenant compliance worksheets and Financial Spreads as needed.
Key Responsibilities
- Monitor upcoming maturities to ensure sufficient lead time for renewals.
- Coordinate renewals and perform annual reviews with lenders.
- Assist in reviewing new loan/renewed loan reports to ensure that loans have booked as approved.
Other key responsibilities include:
- Ensuring loans are added or deleted from the financial statement tracking database in a timely and accurate manner.
- Assisting in the review of loan documents for closings.
- Coordinating schedule and creation of site inspection reports, including uploading to Loan Ops for processing & file maintenance.
This role requires excellent organizational skills, the ability to work independently, prioritize tasks, and focus for an extended period of time. Strong interpersonal relations and communicative skills are also essential.
