Portfolio Administrator

1 week ago

Brewster, New York, United States Tompkins Community Bank Full time


Job Title: Portfolio Relationship Coordinator at Tompkins Community Bank



Overview:


Responsible for maintaining portfolio relationships by monitoring financial information, coordinating portfolio reviews, and assisting with general maintenance activities.



Responsibilities:
  • Coordinate portfolio reviews with Relationship Managers
  • Assist with financial statement tracking and annual review preparation
  • Manage financial statement request letters
  • Prepare covenant compliance worksheets
  • Work on financial spreads as needed
  • Assist with Commercial Loan Approvals
  • Monitor upcoming maturities and renewals
  • Coordinate modification, extension, and rate reset requests
  • Assist in loan file preparation and maintenance
  • Help with customer maintenance and inquiries
  • Ensure loan documentation accuracy
  • Assist with site inspection reports and report preparation

Qualifications:
  • Associate's degree in a business-related field
  • 3 to 5 years of commercial banking experience
  • Strong interpersonal and organizational skills
  • Working knowledge of lending practices and commercial loan documentation
  • Proficiency in PC skills and software applications
  • Knowledge of commercial banking products and services

Benefits:
  • Medical, Dental, Vision coverage
  • 401(k) Match, Profit Sharing
  • Paid Time Off, 11 Holidays
  • Tuition Reimbursement
  • Free Parking at Tompkins Community Bank
  • Employee Referral Program

EEO Statement:


Tompkins upholds Equal Employment Opportunity and a discrimination-free workplace for all team members and applicants based on various protected characteristics.

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