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Portfolio Operations Specialist I

Expired Job

Union Bank, N.A. Irvine , CA 92606

Posted 3 months ago


Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018) with total assets of over $2.9 trillion (106.2 (JPY) as of March 30, 2018) and 150,000 colleagues in more than 50 countries. In the U.S., we're 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team that's working to fulfill its vision to be the world's most trusted financial group.

Job Summary:

Reporting to Portfolio Operations Team Leader or Portfolio Operations Manager, the Portfolio Operations Specialist is responsible for the collection of financial information or other required information for renewal and covenant monitoring for both wholesale and retail business banking loan portfolios; will include direct customer contact.

Major Responsibilities:

  • Daily review and input of financial data to PC based credit monitoring system.

  • Daily filing of documents received into electronic Filing repository.

  • Log in and notify line units of all approvals received from area lending officers.

  • Monthly ordering and updating of required agency reports (D&B/Experian).

  • Update required financial data on existing borrower records.

  • Add new borrower records to the system (requires verification of loan terms to the approval document and the loan agreement).

  • Review of 'New & Renewed Loans' report to determine necessary changes to credit monitoring system.

  • Archive paid borrower records from credit monitoring system.

  • Upload and index documentation to new and existing electronic repository records.

  • Assist with upload of all docs associated with the department based on needs.

  • Respond to telephone and transmittal support requests from line units.

  • Coordinate past due letter preparation with line unit officers.

  • Interact with Credit Executive and Credit Associates teams to ensure effective portfolio and workflow management, including Credit Exam support.

  • Risk and Compliance: Ensure adherence to Bank policies related to credit and compliance, such as: Know Your Customer (KYC), Anti-Money Laundering (AML), Compliance Testing, Risk Management support, due diligence requirements, Risk grading, and Basel compliance.


  • Requires working experience with computer software in a Windows environment; MS Office preferred, Excel.

  • Requires good verbal and written communication skills, good interpersonal and organization skills, the ability to multi-task, and the ability to prioritize and meet deadlines.

  • Knowledge of Bank policies and procedures preferred.

  • Familiarity with financial data, such as tax returns, financial statements, and loan agreements preferred.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.

A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.

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Portfolio Operations Specialist I

Expired Job

Union Bank, N.A.