Commercial Portfolio Manager

2 days ago

Aston, United States Sun East Federal Credit Union Full time

Sun East Federal Credit Union is currently seeking a Commercial Portfolio Manager to join our Lending Department. The Commercial Portfolio Manager is responsible for assisting in the analysis and oversight of the Commercial Loan Portfolio and post-closing processes. It provides overall support and assistance for ongoing loan documentation, maintenance of the member business loan portfolio, servicing, and administration within the Credit Union's policies and procedures. This role has day-to-day responsibility for the delivery of superior member service, operational integrity, and adherence to credit union policy, as well as all state and federal regulations. Puts the member and fellow employees first - every day - exemplifying Sun East's Mission and Values in all that you do.
rESPONDSIBLITIES:

  • Coordinate the annual review process to ensure it is completed in a timely manner.
  • Review personal and business financial statements for completeness and accuracy.
  • Ensure that loans are risk rated consistent with credit union policies and industry standards.
  • Manage and maintain the document tickler report. Work with Relationship Managers to ensure the timely collection of financials, updated insurance, property tax payments, and other tickler items.
  • Maintain and manage all pending/outstanding loan documents, loan exceptions, and maturing loans.
  • Ensure commercial loan HMDA data is accurately collected and reported on the LAR.
  • Assist with coordinating loan closings, wire transfers, and participation loan transactions.
  • Manage archiving and retrieval of hard copy and electronic loan files and records. Manage the file retention schedule.
  • Prepare monthly portfolio reporting on the commercial portfolio as requested by management.
  • Monitor all UCC filings, vehicle liens, mortgages, and other filings to ensure that they are completed and renewed in a timely manner.
  • Perform post-closing audit of the loan file ensuring that all loan files are uniform, ticklers are created, all documents are scanned to imaging, and all files have been certified according to policies and procedures.
  • Perform a post-closing search to ensure collateral liens have been recorded correctly.
  • Monitor business loan covenants. Notify the VP and Relationship Managers of any that fall out of compliance.
  • Provide and process loan payoffs when requested.
  • Satisfy mortgages or other liens in a timely manner.
  • Perform other duties as assigned.
SKILLS AND/OR QUALIFICATIONS:
  • Minimum three years of experience in business lending and credit management in a credit union or bank. Bachelor's degree in a business-related field preferred.
  • Experience in the analysis of personal and business financial statements.
  • Knowledge of financial statement interpretation as applied to business accounting and financial principles.
  • Knowledge of small business credit granting criteria, proper loan structure, and required documentation for each type of loan.
  • Demonstrated problem solving and analytical ability, and strong oral and written communication skills.
  • Strong PC skills including Microsoft Office and Adobe.

The Commercial Portfolio Manager earns a competitive salary, based on experience. We also offer a robust benefits package including medical, dental, vision, a flexible spending account (FSA), a 401(k) plan with company match, life insurance, an interest rate reduction on loans, and employee discounts on things such as movie tickets, theme parks and local events. If this sounds like the opportunity that you've been looking for, apply now

Please be advised that credit, criminal, employment, and education background checks are conducted on potential candidates. A post-offer, pre-employment drug test is also conducted.

About Sun East Federal Credit Union

Headquartered in Aston, PA, Sun East was chartered in 1949 as the result of Sun Oil Company employees banding together to assist each other with their financial needs. From these humble beginnings, we have grown to serve the financial needs of more than 50,400 members throughout Delaware, Pennsylvania, and New Jersey. As a credit union, we are a cooperative financial institution, owned and operated by its members. The basis of our philosophy is "people helping people."

"Together, we will be our members' heroes and build relationships that create lasting legacies, one person at a time." In order, to hire and retain employees who will make this mission their own; we offer competitive pay, a comprehensive benefits package, and a rewarding work environment with opportunities for career development.

ARE YOU READY TO JOIN OUR TEAM?

If you feel that you would be right for this Commercial Portfolio Manager position, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you

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