Commercial Portfolio Coordinator

Job Description

Job Description

Chesapeake Bank-

Join Our Team as a Commercial Portfolio Coordinator!

Salary Range: $38,700 - $56,200

Are you the kind of person who loves keeping things organized, staying one step ahead, and helping others succeed? Do you thrive in a role where every day brings a new challenge and an opportunity to make an impact?

At Chesapeake Bank, we're looking for someone who enjoys building relationships, solving problems, and being an essential part of a collaborative team. This is a great opportunity for a detail-oriented professional who takes pride in delivering exceptional service and enjoys working behind the scenes to help keep important processes moving forward.

You'll join a supportive environment where teamwork, communication, and professional growth are valued. If you're someone who can balance multiple priorities, enjoys meaningful interactions with both customers and colleagues, and takes satisfaction in a job well done, we'd love to hear from you.

Why You'll Love This Opportunity

• Be part of a respected community-focused organization
• Work alongside experienced professionals who value collaboration
• Play an important role in helping businesses and customers succeed
• Enjoy a dynamic, fast-paced environment where no two days are exactly alike
• Grow your skills and build your career with a team that invests in its people

What We Offer:

• Competitive salary and comprehensive benefits package.
• Opportunities for professional growth and career advancement.
• A supportive and inclusive work environment.
• The chance to make a significant impact within a dynamic organization.

Want to read more about why you should join the team, click the link below:

Top 10 Reason You Should Explore a Career with Chesapeake Bank

If you're ready to bring your organization, communication, and customer service talents to a role where they make a real difference, apply today and become part of the Chesapeake Bank team!

Your next great opportunity could start here.

Summary:

Chesapeake Bank is looking for an individual to join our growing commercial loan team as a Commercial Portfolio Coordinator. The individual in this role will support several lenders, ensure customer financial information and loan documentation remain current, initiate annual credit reviews and loan renewal requests within the Loan Origination System (LOS), and coordinates the collection of required financial information from borrowers. The role serves as a key liaison between customers, lenders, and credit personnel to facilitate timely reviews, renewals, and extensions while maintaining compliance with bank policies and regulatory requirements. The Commercial Portfolio Coordinator is responsible for monitoring portfolio deadlines, tracking outstanding documentation, preparing loan extensions in the LOS, and providing exceptional service to both internal and external customers through proactive communication and effective portfolio management.

Responsibilities

• Monitor and maintain credit files on assigned portfolios with current financials.
• Begin the renewal process for assigned relationships by identifying upcoming maturities and notifying the appropriate parties.
• Contact customers directly to obtain updated financial statements, tax returns, and other required documentation for renewal requests.
• Prepare and submit loan extension requests within the Loan Origination System in accordance with bank procedures and approval requirements.
• Initiate annual review requests within the Loan Origination System (LOS) in accordance with established timelines and policy requirements.
• Gather and validate required financial information and supporting documentation needed for annual credit reviews.
• Support the credit analyst efforts by ensuring required borrower information is obtained and maintained in a timely manner.
• Provide timely updates on annual review, renewal, and extension status.
• Monitor ticklers (financials, insurance, covenants) and gather and review required information.
• Monitor covenants and works with the credit analyst to assess as needed (monthly, quarterly, annually, Borrowing Base, etc.); monitor completion with updates to tracking system/LOS
• Assist Loan Officer / Commercial Loan Administrator in any other functions/duties to further the overall customer/Bank relationship.
• Understands their role as defined by the three lines of defense to maintain a compliance culture that includes risk management processes.
• Other duties as assigned

Requirements

The ideal candidate will have strong communication skills and enjoy working in a fast-paced environment.

• Previous banking experience is preferred
• College degree or equivalent qualifying job experience is preferred
• Proficient in Microsoft Office products
• Excellent oral and written communications skills
• Exceptional customer service skills
• Ability to manage multiple deadlines and priorities.
• Strong organizational, attention to detail and time management skills.
• Must be able to switch between tasks and work independently
• Ability to understand complex operational processes and workflows
• Ability to work quickly and an accurately, analyze information, and make decisions
• Willingness to assume additional responsibilities, duties, and projects as they arise

EOE-AA-Vets-Disabled