Portfolio Management Specialist

The Portfolio Management Specialist is responsible for providing administrative support within the portfolio management function including general filing, scanning, imaging, copying of materials for distribution to related departments and Northwest's imaging system while tracking, requesting and collecting financial statement/information required from borrowers and adhering to required due dates. This position assists portfolio managers and relationship managers in the management of the commercial loan portfolio.

Essential Functions

• Track, request, and collect financial statements within defined timeframes

• Compile and communicate loan management reports on a timely basis

• 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 portfolio managers to ensure that loans in process are completed on a timely basis and in conformity with terms

• 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

• Knowledge of loan documentation

• Cultivate relationships with commercial clients

• Maximize technology tools available

• Develop use of commercial related software

• Maintain appropriate borrower files

• Ensure conformity to loan terms

• Recommend improvements to procedures

• Recommend service/delivery enhancements

• Ensure compliance with Northwest's 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

• Complete other duties and special projects as requested by management

Education+ Experience preferred

Please note that these are preferred qualifications only, not required. We encourage you to still apply if you don't have all or any of the following.

• Bachelor's degree or equivalent
• 3-5 years of experience with Commercial Banking operations, processing, or administration