Portfolio Assistant- Dublin

Job Description

Job Description

JOB DESCRIPTION

Employer Department

Vallant Bank Business Banking

Job title Exemption status 

Portfolio Assistant Non-Exempt 

 

Supervised by

Portfolio Assistant Manager

 

Job Summary

The Portfolio Assistant is responsible for assisting the Business Banker with office duties such as opening/closing the office, answering the phone and providing exceptional customer service. Team member will serve as face of the bank, relationship contact and liaison between the client and other areas of the Bank in resolving client problems and meeting the client’s needs.

The team member will assist the customers, bank staff and third-party relationships on behalf of the lender. The assistant will work closely with the lender on business development and marketing efforts. The team member is responsible for assisting with origination documentation and follow-up for loan closings. They are responsible for ensuring compliance with regulatory requirements and conformance with Bank policies and procedures. They will work closely with the loan officer as well as the Bank’s approved settlement agents, obtaining the necessary documentation needed for the transaction to ensure that the loan package is compliant according to regulatory guidelines and that lien attachment has been properly established. The assistant will work with the loan officer to clear document exceptions both prior to and post-closing. They will assist in managing various portfolio items necessary to service existing loans and maturing loans. 

The team member is responsible for:

• cross selling bank products and services to customers through telephone contacts and personal visits
• building long-term customer relationships
• maintaining a positive service mentality
• ensuring superior quality service in completing all customer transactions