Job Description
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
Preferred Education and Work Experience
- Bachelor's Degree or equivalent
- 3-5 years Commercial banking operations, processing, or administration experience
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Top Skills
What We Do
Northwest Bank is a privately held community bank focused on serving the specific needs of businesses in Washington, Oregon, Idaho and Utah. Our experienced bankers deliver customized financial solutions and exceptional customer service. We do that by getting to know you, your business and your aspirations, first. Then we create a plan that will work, and stay with you every step of the way. We see our relationship with you as a partnership, the way banking should be. Trust matters when picking your financial partner. Northwest Bank is rated as one of the best capitalized banks in the nation. We have earned 5-Star “Superior” ratings from both BauerFinancial® and Bankrate.com’s Safe and Sound® ratings service. Founded in 2008, we have offices in Boise, Idaho; Portland, Oregon; Coeur d'Alene, Idaho; Seattle, Washington; and Salt Lake City, Utah metropolitan markets. Northwest Bank: Experienced Bankers. Exceptional Service. Creative Solutions. Member FDIC Equal Housing Lender
