Small Business Portfolio Management Specialist

• Ensure compliance with Northwests policies and procedures and Federal/State regulations

• Navigate Microsoft Office Software computer applications and software specific to the department in order to maximize technology tools and gain efficiency

• Work as part of a team

• Work with on-site equipment

• Track request and collect financial statements within defined timeframes

• Oversight and outreach on past due payments

• Coordinate modifications as needed including submission into LOS and facilitating through closing

• Compile and communicate loan management reports on a timely basis

• Run and Reconcile portfolio reports (past due upcoming maturities financial statements) and escalate items requiring attention

• Assist in the management and maintenance of collateral requirements including ensuring timely insurance policy updates

• Service client needs including prompt responses to inquiries and resolution of problems to promote an exceptional client experience

• Support relationship managers to ensure the management of their portfolios are timely accurate and in conformity with loan terms or policy requirements

• Deep understanding of Abrigo for full use of functionality appropriately and to update data fields as required

• Establish and maintain appropriate files and records for loan documents as required

• Serve as a liaison with other departments/vendors/auditors as needed

• Serve as office manager if required

• Ensure document/data integrity including identifying gaps or issues; coordinates corrective actions with operations credit and other business partners

• Knowledge of loan documentation

• Cultivate relationships with small business clients

• Maximize technology tools available

• Develop use of small business related software

• Ensure conformity to loan terms

• Recommend improvements to procedures

• Recommend service and delivery enhancements

• High School Diploma required

• Bachelors Degree Business Finance or equivalent preferred

• 3 - 5 years Business banking operations processing or administration experience preferred

• 3 - 5 years Experience with core banking/loan origination systems preferred

• Must be detail oriented and team oriented with ability to monitor and manage multiple responsibilities simultaneously

• Knowledge of computer systems and software including Abrigo Nautilus Signature and shared drives

• Understanding of Small Business loan products

The pay range for this position is generally $26 - $31 per hour. Actual pay is based on various factors including but not limited to the successful candidates experience skills and knowledge.

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