Associate, Renewal Portfolio Administrator

Plano 3 (31063), United States of America, Plano, Texas
Associate, Renewal Portfolio Administrator
Overview:
Small businesses are the backbone of America and a vital part of the economy as a whole. Their success is essential to economic growth and prosperity. We believe that confidence is the best business plan. Within Capital One's Small Business Bank (SBB) division, we help our clients stand out with personalized advice and resources that can help them prepare for what's next. We've helped over hundreds of thousands of business owners secure their finances, streamline their cash flow and save time on banking. We provide a variety of competitive savings, checkings, escrow, lending and treasury management products. This is supported by our mission to help small businesses succeed. Our clients aren't just our clients-they're our business partners.
Summary:
The Renewal Portfolio Administrator is an experienced individual responsible for outreach and engagement with our customers. The Renewal PA leads our annual review and loan renewal activities, engaging with our customers and internal partners on a regular basis. This position coordinates loan renewals, reviews customer-provided documentation for accuracy and compliance, and promotes a healthy ongoing relationship with customers who are required to have their loans reviewed annually. The PA2 ensures documentation provided by customers is accurate and in accordance with Bank policy and regulatory requirements while providing an exceptional customer experience.
General Responsibilities:

• Conducts customer relationship management activities in support of both loan renewals and loan annual review processes.
• Manages customer outreach to collect, validate, and process required documentation for annual review of loans by Underwriting team; Owns process steps for loan renewals including reviewing loan documentation to ensure eligibility for renewal.
• Interacts with internal and external audiences that can include underwriters, relationship managers, customers, agent banks, attorneys, and insurance agents to ensure all conditions are met for loan renewals.
• Regularly collaborates with teammates and key stakeholders across all levels of the company.
• Leverages communication and customer relationship management skills to drive results.
• Uses strong organizational experience in a fast paced, live operational environment.
• Manages a workload that includes multiple tasks and applies judgment to resolve conflicting priorities.
• Applies job knowledge and documentation expertise to support a diverse array of lending products.
• Serves as a training resource for less experienced associates in the department.

Basic Qualifications:

• High School Diploma, GED or Equivalent Certification
• At least 3 years of experience in customer facing portfolio or relationship management

Preferred Qualifications:

• Associates Degree in Accounting or Finance or Paralegal certification
• At least 1 year of experience in a consumer, mortgage, or commercial lending support role
• At least 1 year of experience in lending processes, loan principles and terminology related to banking laws and regulation
• At least 5 years of experience in customer facing portfolio or relationship management

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
This role is hybrid meaning associates spend 3 days per week in-person at one of our offices listed on this job posting. Fridays are enterprise- wide virtual work days. Monday, Tuesday, Wednesday and Thursday are in-person days for associates to spend time together working in our beautifully-designed team areas.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at [email protected] . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to [email protected]
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Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).