Reports to: Loan Review Manager
Functions Supervised: None
Primary Functions: Monitor, collect and track financial information on new and existing borrowing relationships. Also responsible for managing and maintaining database relating to financial reporting requirements, annual loan reviews, collateral inspections and financial covenant testing
Duties and Responsibilities:
Education: High school graduate or equivalent with Associate’s degree in Business Administration or related field preferred.
Creditable Experience in Lieu of Education: Minimum of 2 years of business or commercial lending experience or comparable portfolio monitoring or loan servicing experience.
Experience/Skills: Strong organizational skills with the ability to work independently. A basic understanding of personal and business financial statements, interest calculations and loan documentation. Ability to respond to inquiries or issues from members, regulatory agencies, or business community participants. Must demonstrate solid written and verbal communication skills and the capability of managing multiple tasks and responsibilities. Needs to have strong computer skills including Excel, Word, Outlook and Advisor.
Tenure: Portfolio Assistant II, Category 12, requires a minimum one year tenure in the Portfolio Assistant I, Category 13, position with performance that meets or exceeds expectations. Promotion requires recommendation by the supervisor or manager. Directly related work experience and/or accelerated training completion may be substituted for tenure.
Equal Opportunity Employer