Commercial Portfolio Administrator

3 weeks ago

Antigo, United States CoVantage Credit Union Full time

Do you enjoy working in customer service? Do you want to do meaningful work for a family friendly organization? The CoVantage is seeking a full time Commercial Portfolio Administrator This individual will assist our Commercial Lenders to serve members in various ways including gathering and preparing loan documentation, helping to manage the portfolio by developing relationships and trust with our members. Utilize your interpersonal and service skills and join us in making a difference in the lives of our members and community

As a CoVantage team member, you'll receive a 401k employer match of up to 200%, a bonus of annual salary up to 4%, a generous employer HSA contribution, and paid time off for community service.

Job Duties

  • Partners with assigned commercial loan officers to ensure commercial loan portfolios maintain acceptable credit standards and loan policy guidelines and procedures are followed.
  • Gathers and prepares loan documentation and presentations.
  • Assists in properly structuring loan facilities to meet the unique needs and desires of the member.
  • May assist in the delivery of treasurer management products and services to members.
Qualifications
  • Associate's degree in business, agriculture, or a similar field or equivalent experience. Bachelor's degree preferred
  • A minimum of three years' business lending experience. Credit underwriting experience of more than one year is preferred
  • Proficient with Windows and Microsoft Office software
  • Knowledge of general banking and industry trends, risks, etc.
  • Demonstrated knowledge of cash flow, credit, and evaluating collateral
  • Working knowledge of loan documentation, deposit products and other bank services as well as loan policies and procedures
  • Strong written and verbal communication skills with the ability to work in direct, professional contact with a wide variety of people on a daily basis
  • Are punctual and maintain a neat, professional appearance and have proper business telephone etiquette
  • Exhibits above average performance accuracy, productivity and member service
  • Bilingual candidates are strongly encouraged to apply


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

  • Commercial Portfolio Administrator

    1 month ago

    Antigo, United States CoVantage Credit Union Full time

    Do you enjoy working in customer service? Do you want to do meaningful work for a family friendly organization? The CoVantage is seeking a full time Commercial Portfolio Administrator! This individual will assist our Commercial Lenders to serve members in various ways including gathering and preparing loan documentation, helping to manage the portfolio by...

  • Commercial Portfolio Administrator

    3 weeks ago

    Antigo, United States CoVantage Credit Union Full time

    Description Do you enjoy working in customer service? Do you want to do meaningful work for a family friendly organization? The CoVantage is seeking a full time Commercial Portfolio Administrator! This individual will assist our Commercial Lenders to serve members in various ways including gathering and preparing loan documentation, helping to manage the...

  • Commercial Portfolio Specialist

    4 weeks ago

    Antigo, Wisconsin, United States CoVantage Credit Union Full time

    CoVantage Credit Union is seeking a Commercial Portfolio Administrator to assist our Commercial Lenders in serving members. This role involves gathering and preparing loan documentation, managing portfolios, and developing relationships with members. The ideal candidate will have strong interpersonal and service skills, as well as experience in business...

  • Commercial Credit Analyst

    1 month ago

    Antigo, Wisconsin, United States CoVantage Credit Union Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Commercial Credit Analyst to join our team at CoVantage Credit Union. As a key member of our commercial lending team, you will be responsible for analyzing financial statements, preparing credit presentations, and monitoring ongoing financial information to ensure the credit union's commercial...

  • Commercial Credit Analyst

    2 weeks ago

    Antigo, United States CoVantage Credit Union Full time

    Description Want to work for a community-focused, family friendly organization that invests in its team members? Are you a motivated, numbers person with an eye for detail? If so, then our Commercial Credit Analyst position might just be the right fit for you! Working in our Antigo or De Pere office, this individual will underwrite new business loan...

  • Commercial Credit Analyst

    1 month ago

    Antigo, United States CoVantage Credit Union Full time

    Want to work for a community-focused, family friendly organization that invests in its team members? Are you a motivated, numbers person with an eye for detail? If so, then our Commercial Credit Analyst position might just be the right fit for you! Working in our Antigo or De Pere office, this individual will underwrite new business loan requests, renewals,...

  • Commercial Credit Analyst

    3 months ago

    Antigo, United States CoVantage Credit Union Full time

    Want to work for a community-focused, family friendly organization that invests in its team members? Are you a motivated, numbers person with an eye for detail? If so, then our Commercial Credit Analyst position might just be the right fit for you! Working in our Antigo or De Pere office, this individual will underwrite new business loan requests, renewals,...

  • Commercial Credit Analyst

    2 weeks ago

    Antigo, United States CoVantage Credit Union Full time

    Description Want to work for a community-focused, family friendly organization that invests in its team members? Are you a motivated, numbers person with an eye for detail? If so, then our Commercial Credit Analyst position might just be the right fit for you! Working in our Antigo or De Pere office, this individual will underwrite new business loan...