Portfolio Management Specialist II (Data Entry Clerk)

Signature Bank Melville , NY 11747

Posted 3 weeks ago

Portfolio Management Specialist II - Melville, Long Island

In this position, you will be responsible for administration of specific portfolio activities including titling of motor vehicles, tracking of off-lease vehicles, general reporting and other Asset & Portfolio Management duties.

Primary responsibilities include:

  • Generate a monthly 90 day missing title report for distribution and follow-up with Lessors and other Clients

  • Index and identify motor vehicle titles with account numbers upon receipt and enter titles into the system

  • Follow up with Lessors for missing titles both via email and phone

  • Provide copies of titles and ELT receipts to Lessors upon request

  • Monitor the Indirect Vehicle accounts to be placed in Off-Lease and works with the Lessors to rectify

  • Maintain title status comments in the system

  • Provide portfolio reporting to SF AM Management as necessary

  • Provide support to the Asset Management team as needed and cross trains where applicable


  • Minimum 2 years of prior banking/finance experience in the financial services and/or insurance industries preferred

  • High school diploma or general education degree (GED)required

  • Strongly organizational skills

  • Analytical & problem solving skills

  • Proficient in MS Office

  • Basic knowledge of title processing and customer service preferred

Employee Benefits:

  • Competitive BONUS program

  • Excellent health benefits with award winning wellness program

  • Tuition and gym reimbursement

  • 401K with company match

  • Pet Insurance

Join a winning team! Signature Bank has appeared on Forbes' Best Banks in America list for the eighth consecutive year in 2018.

Signature Bank, member FDIC, is a New York-based full-service commercial bank with private client offices throughout the New York metropolitan area. The Bank's growing network of private client banking teams serves the needs of privately owned businesses, their owners and senior managers. Signature Bank offers a wide variety of business and personal banking products and services.

View available Careers with Signature at www.signatureny.com/careers

We are an Equal Opportunity Employer.

We do not sponsor work visas.

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Portfolio Management Specialist II (Data Entry Clerk)

Signature Bank