Commercial Portfolio Assistant

Job Description

Job Description

BANKGLOUCESTER

JOB DESCRIPTION

 

Commercial Portfolio Assistant – Responsible for, but not limited to, the loan application process, updating financial requests, and audit management.

Department: Commercial Lending

Reports to: SVP & Chief Lending Officer

Supervises: None

Hours: Full-Time

 

JOB REQUIREMENTS: 

• High School diploma or equivalent required, bachelor’s degree in accounting, finance, or business administration preferred.
• 3-5 years of related experience (banking, lending, finance) is preferred.
• Willingness and ability to learn the processes of the Commercial Loan Department.
• Knowledge of regulations and processes for account opening, entity structures, loan processing practices and procedures, and compliance is a plus.
• Successful completion of in-house training.
• Effective interpersonal, communication, teamwork, and problem-solving skills.
• Excellent customer service skills required.
• Strong ability to prioritize, meet deadlines, and multitask is essential.
• Must be organized, accurate, and detail oriented.
• Computer skills, and the ability to operate standard office equipment.

 

SPECIFIC JOB FUNCTIONS: 

1. Manages any escalated issues that arise.
2. Coordinates and manages commercial audits and regulatory exams.
3. Completes monthly & quarterly reporting.
4. Portfolio management; including managing the financial tickler process, obtaining updated financials, and working with the Credit Analyst on the loan review process.
5. Manages loan application process for lending officers including following up with customer for additional information needed.
6. Review closing documents from attorneys.
7. Oversees the commercial loan approval process including coordinating appraisals and attorneys for loan closings.
8. Oversees closing documentation and funding during loan closing process.
9. Administrative responsibilities for Credit Quest & Laser Pro.
10. Customer Support for Commercial Department.
11. Notary services (BankGloucester will assist in obtaining Notary, if necessary).
12. Complete new hire and quarterly BVS compliance training.
13. All other duties as assigned. 

 

 

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation(s) may be made to enable individuals with disabilities to perform the essential functions. This position requires prolonged periods of sitting at a desk and computer work, involving extensive use of keyboard, mouse, and monitor. It occasionally requires lifting materials of ~20 lbs. The noise level in the work environment is usually moderate.

BankGloucester is proud to be an Equal Opportunity Employer of women, minorities, protected veterans, and individuals with disabilities.

At BankGloucester, we align diversity & inclusion to four pillars – our employees, the communities we serve, our customers, and our vendors.