Portfolio Management Specialist

1 month ago


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

We are seeking a highly skilled and detail-oriented Portfolio Administrator to join our team at Tompkins Community Bank. As a Portfolio Administrator, you will play a critical role in maintaining the integrity of assigned portfolio relationships, ensuring timely and accurate financial information, and providing exceptional support to our customers and internal stakeholders.

Key Responsibilities
  • Coordinate portfolio reviews with Relationship Managers, Portfolio Managers, and Senior Credit Officers to ensure timely and accurate financial information.
  • Work with the Portfolio Manager to track and prepare financial statements, annual reviews, and loan renewals.
  • Manage financial statement request letters with Administrative Assistants and prepare covenant compliance worksheets.
  • Prepare financial spreads and assist with commercial loan approvals as needed.
  • Monitor upcoming maturities and coordinate renewals and annual reviews with lenders.
  • Coordinate modification, extension, and rate reset requests as necessary.
  • Assist with loan review file preparation and coordinate risk rating change memos with Loan Operations.
  • Provide exceptional customer service and support to lenders and internal stakeholders.
Requirements
  • An Associate's degree in a business-related field or specialized banking education and training.
  • 3-5 years of commercial banking and credit department experience in a similar or equivalent capacity.
  • Proficient interpersonal relations and communicative skills.
  • Demonstrated organizational skills with the ability to work independently, prioritize, and focus for extended periods.
  • Working knowledge of current lending practices and policies, commercial loan documentation, and preparation.
  • Good PC skills with a working knowledge of various software, including Loan Origination Systems.
Benefits
  • Medical, dental, and vision insurance.
  • 401(k) match and profit-sharing.
  • Paid time off and 11 holidays.
  • Tuition reimbursement and free parking.
  • Employee referrals and a commitment to equal employment opportunity.


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