Commercial Portfolio Administrator

6 days ago


Bridgeport, United States M&T Bank Full time

Commercial Portfolio Administrator Apply remote type: Hybrid Position Location: Lancaster, PA Time type: Full time Posted on: Posted 16 Days Ago Job requisition id: R66732 Overview : Responsible for the credit portfolio administration of Commercial credit and lending products, and resolution of operational issues in the post close/loan servicing function. Provide support to Portfolio Management in monitoring complex commercial portfolios and other tasks, research, and special projects, within the scope of the Commercial Credit Administration Department. Supports department goals for both growth and asset quality under the direction of the Commercial Operations Manager and delivers superior customer service to internal and external customers. Primary Responsibilities: Develops and maintains specialized knowledge of accounting loan systems, internal policies, procedures and systems/applications, and applicable regulatory guidelines and ensure any issues are addressed and provide resolution. Deep understanding and interpretation of commercial loan documentation, including terms and on-going maintenance, to service loan portfolio post-booking. Conducts review of key legal and approval documents and loan onboarding checklists. Participate in monitoring of ongoing credit risks of existing loan portfolios through continuous credit monitoring activities enabling the timely identification of emerging credit risks. Loan Servicing responsibilities include processing of payments, payoffs, portfolio transfers, entire function of loan advance, monitoring overdrafts, rate changes, payment delinquencies, maturities, third party reporting and other portfolio exceptions. Manages restricted loan reserve accounts and processes transactions in accordance with loan covenants and Risk’s employee as signer account standards. Responds to and resolves the most complex customer issues, collecting data and research and applying skills and experience. Position is relied upon for troubleshooting internal loan portfolio issues with structures, payments, billing, rates, restricted reserve funds, fees, loan sweeps, and is responsible for coordinating timely resolution with internal partners on behalf of the customers. Main contact to customers for loan servicing requests and requires effective communication and collaboration with customers as well as other departments and business partners in the bank (primarily Relationship Managers, Banking Services, Closers, Deposit Partners, Portfolio Managers, PM Ops and Special Assets). Monitors and follows up internal processing issues, on hazard insurance updates, on-going KYC remediation's, collateral documentation, in accordance with Credit Policy, Commercial Procedures, and thresholds established by Commercial Risk. Supports portfolio management in the annual review data collection process with status updates of key metrics related to overdrafts, status of real estate taxes, hazard insurance, loan delinquencies (last 12-months), deposit balances and liquidity levels for guarantor level reviews. Responsible for maintaining a complete and accurate credit files and records for assigned portfolio and may assist with extracting documents during loan reviews. Responsible for data governance of assigned portfolio including periodic reviews and updates in loan underwriting and accounting systems, of codes, values, and other data, at client/relationship, loan, and collateral level. Supports key credit data reporting initiatives and consistency among systems. Responsible for monitoring and distributing Loan Delinquency dashboards and work with Relationship Managers, Portfolio Managers, and customers to resolve and collect requirements. Collaborates with Finance and Credit Administration to ensure accurate bank reporting of maturities and delinquencies. Maintains internal risk standards, including timely implementation and adherence to internal control monitoring and supports efforts to implement controls to issues raised by external regulators. Maintains up to date records of authorized signers for loan portfolio. May perform other duties as assigned to assist management including but not limited to distributing and monitoring work assignments, participating in the training of junior staff members, identifying areas of opportunities for improvements, leading projects, and data clean-up efforts. Scope of Responsibilities: The Commercial Portfolio Administration capabilities include the following functions: 1) Validation of loan terms post-closing and monitoring future maintenance for the assigned loan portfolio, 2) Perform loan servicing transactions and troubleshoot internal issues with loan terms, 3) Monitor and resolve data exceptions for assigned portfolio including credit memo key data, coding exceptions, payment delinquencies, collateral exceptions 4) Validation and monitoring of key documents into the bank’s credit file format 5) Support portfolio management efforts around annual review activities as well as early warning indicators such as overdrafts, maturities, extensions, third party reporting, document collection. Education and Experience Required: Associate’s Degree with minimum 3 years' relevant experience in Commercial Banking Operations, Client Service, Loan Servicing, or Accounting. In lieu of a degree, a combined minimum of 5 years' higher education and/or relevant experience, including a minimum of 3 years’ relevant experience in Commercial Banking Operations, Client Service, Loan Servicing, or Accounting. Strong and effective written and verbal skills. Ability to remain courteous and professional when handling calls and sensitive customer information. Organizational skills and attention to detail. Ability to work well with a team. Ability to apply knowledge of legal and regulatory issues to internal processes and demonstrate the ability to adapt to a changing environment. Effective math skills for banking transactions such as advances, wires, payments, and loan fees to multiple systems. Education and Experience Preferred: Good understanding of commercial credit documentation and terms, financial statements. Working knowledge of loan systems, AFS, nCino, FileNet, STOC and Microsoft Office applications (Word, Excel, Outlook) with ability to quickly learn other software applications as needed. Location: Lancaster, Pennsylvania, United States of America #J-18808-Ljbffr



  • Bridgeport, Connecticut, United States M&T Bank Full time

    Job SummaryWe are seeking a highly skilled Commercial Portfolio Administrator to join our team at M&T Bank. As a key member of our Commercial Credit Administration Department, you will be responsible for the administration of commercial credit portfolios, including loan servicing, credit monitoring, and data governance.Key ResponsibilitiesDevelop and...


  • Bridgeport, Connecticut, United States M&T Bank Full time

    Job SummaryWe are seeking a highly skilled Commercial Portfolio Administrator to join our team at M&T Bank. As a key member of our Commercial Credit Administration Department, you will be responsible for the administration of commercial credit portfolios, including loan servicing, credit risk monitoring, and data governance.Key ResponsibilitiesDevelop and...


  • Bridgeport, United States US Foods Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Sales Contract Administrator to support our Area sales teams in managing all aspects of the contract life cycle. This role will be responsible for managing contract models and agreements, executing and setting up contracts, and maintaining and renewing/amending agreements across various...


  • Bridgeport, United States US Foods, Inc. Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Sales Contract Administrator to join our team at US Foods, Inc. This role will be responsible for managing all aspects of the contract life cycle, including model and agreement generation, execution, and maintenance. The successful candidate will serve as a subject matter expert for contracts...


  • Bridgeport, Connecticut, United States M&T Bank Full time

    Job SummaryWe are seeking a highly skilled Treasury Quantitative Commercial Model Development Manager to join our team. As a key member of our Treasury team, you will be responsible for managing a team of quantitative analysts and modelers to support data, systems, and forecasting needs of Treasury's credit, interest rate risk, liquidity risk, CCAR...


  • Bridgeport, Connecticut, United States Park City Communities Full time

    Job Title: Chief of Planning, Development and ModernizationJob SummaryPark City Communities is seeking a highly skilled and experienced Chief of Planning, Development and Modernization to lead our team in developing and implementing comprehensive plans for modernization and construction projects. The successful candidate will have a strong background in...


  • Bridgeport, United States US Foods, Inc. Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Sales Operations Coordinator to join our team at US Foods, Inc. This role will be responsible for managing all aspects of the contract life cycle, including model and agreement generation, execution, and maintenance. The ideal candidate will have a strong understanding of administrative...


  • Bridgeport, United States US Foods, Inc. Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Sales Contract Specialist to join our team at US Foods, Inc. This role will be responsible for managing all aspects of the contract life cycle, including model and agreement generation, execution, and maintenance. The successful candidate will serve as a subject matter expert for contracts and...


  • Bridgeport, West Virginia, United States Fesco Full time

    About the RoleFESCO is a leading privately held energy service company founded in 1949. We are seeking a highly skilled Business Development Manager to join our team and contribute to our growth in the midstream sector.Key ResponsibilitiesIdentify and pursue new business opportunities to drive revenue growth and maximize utilization of FESCO's Pipeline...

  • Asset Manager

    2 weeks ago


    Bridgeport, Connecticut, United States Park City Communities Full time

    Job Title: Asset ManagerAbout the Role:Park City Communities is seeking a highly skilled Asset Manager to oversee the daily operations of our public housing portfolio and third-party management companies. As an Asset Manager, you will be responsible for ensuring the seamless management and optimization of our assets, increasing their value and minimizing...


  • Bridgeport, Connecticut, United States Hornblower Cruises and Events Full time

    Job SummaryWe are seeking a highly skilled Marine Diesel Technician to join our team at Hornblower Shipyard in Bridgeport, CT. As a key member of our maintenance team, you will be responsible for performing preventative maintenance on diesel engines and other machinery found on commercial vessels.Key ResponsibilitiesPerform routine maintenance tasks on...

  • Asset Manager

    2 weeks ago


    Bridgeport, Connecticut, United States Park City Communities Full time

    Job Title: Asset ManagerAbout the Role:Park City Communities is seeking a highly skilled Asset Manager to oversee the daily operations of our public housing portfolio and third-party management companies. As an Asset Manager, you will be responsible for ensuring the seamless management and optimization of our assets, increasing their value and minimizing...


  • Bridgeport, Connecticut, United States The WorkPlace Full time

    Job Title: Employer Engagement Specialist Job Summary: We are seeking an Employer Engagement Specialist to join our team at The WorkPlace. As an Employer Engagement Specialist, you will play a vital role in connecting job seekers with employers, fostering a well-educated, well-trained, and self-sufficient workforce that can confidently compete in today's...


  • Bridgeport, Connecticut, United States The WorkPlace Full time

    Job Title: Employer Engagement SpecialistJob Summary:We are seeking an Employer Engagement Specialist to join our team at The WorkPlace. As an Employer Engagement Specialist, you will play a vital role in connecting job seekers with employers, fostering a well-educated, well-trained, and self-sufficient workforce that can confidently compete in today's...


  • Bridgeport, Connecticut, United States The WorkPlace Full time

    About the RoleThe WorkPlace is seeking a highly motivated and results-driven Employer Engagement Specialist to join our team. As an Employer Engagement Specialist, you will play a critical role in connecting job seekers with employers, fostering a well-educated, well-trained, and self-sufficient workforce that can confidently compete in today's changing...


  • Bridgeport, Connecticut, United States The MITRE Corporation Full time

    About the RoleAt The MITRE Corporation, we're committed to tackling our nation's toughest challenges and creating a fulfilling life for our employees. As a Full Stack Developer, you'll have the opportunity to work on meaningful projects that make a lasting impact in fields like cybersecurity, healthcare, and defense.Key ResponsibilitiesProvide systems...


  • Bridgeport, Texas, United States Pinnacle Propane Full time

    About the RoleWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Pinnacle Propane. As a key member of our commercial support team, you will be responsible for providing exceptional service to our customers and ensuring their needs are met in a timely and professional manner.Key ResponsibilitiesRespond to...


  • Bridgeport, Connecticut, United States The WorkPlace Full time

    Job Title: Employer Engagement SpecialistAt The WorkPlace, we are seeking a highly motivated and results-driven Employer Engagement Specialist to join our team. As an Employer Engagement Specialist, you will play a critical role in connecting job seekers with employers, fostering a well-educated, well-trained, and self-sufficient workforce that can...


  • Bridgeport, Connecticut, United States GREAT OAKS CHARTER SCHOOL - BRIDGEPORT INC. Full time

    About the RoleGREAT OAKS CHARTER SCHOOL - BRIDGEPORT INC. is seeking a highly skilled and experienced Operations and Facilities Manager to join our team. As a key member of our school community, you will be responsible for ensuring the smooth operation of our 120,000 square foot facility, while also supporting the educational mission and goals of our...


  • Bridgeport, Connecticut, United States Humana Full time

    Job Title: Associate VP Home Care Product ManagementHumana is a leading healthcare company committed to advancing the employment experience and vitality of its associate community. We are seeking an experienced healthcare leader to join our team as Associate Vice President, Home Care Product Management for the Value-Based Division of our Home Solutions...