Financial Portfolio Coordinator

2 weeks ago


GondrecourtleChâteau, Grand Est, United States Sunrise Banks Full time
Position Overview
As a key member of our team, the Portfolio Manager will play a vital role in managing client portfolios and enhancing cross-selling opportunities for our financial products and services.

We are committed to fostering a diverse workplace and empowering our employees to make a meaningful impact through their contributions.


Key Responsibilities
1. Establish and maintain effective communication with commercial lenders and their clientele.
2. Engage with clients to gather essential financial data and other necessary information for business operations.
3. Conduct follow-ups with clients through various communication channels to ensure the collection of required information for monitoring loan portfolios and performing periodic credit reviews.
4. Collaborate with loan support teams, external legal advisors, and compliance departments on various loan closing and reporting tasks.
5. Review and secure supplemental documentation to guarantee adherence to regulatory standards and completeness of credit files, including flood certifications, lien searches, appraisals, and title insurance.
6. Ensure timely communication of required financial reporting items.
7. Work alongside lenders and clients to resolve any outstanding issues.
8. Assist commercial lenders by organizing and facilitating loan closings and meetings with borrowers as needed.
9. Partner with other loan support team members to deliver exceptional customer service to commercial lenders and their clients.
10. Review loan documents for accuracy and completeness prior to closing.
11. Represent the lender/PM team in organizational and lender meetings when necessary.
12. Serve as a primary contact for both internal and external stakeholders regarding existing and prospective borrowers.

Supervisory Responsibilities
None

Qualifications
1. Previous experience in commercial loan underwriting is preferred.
2. Strong consultative sales skills are desirable.
3. Proficiency in Microsoft Excel, Word, and Outlook is essential.
4. Experience as a Credit Analyst, Portfolio Manager, or in commercial lending is required.

Sunrise Banks is an Equal Opportunity Employer, committed to fostering an inclusive environment for all employees.

  • Gondrecourt-le-Château, Grand Est, United States Heartland Financial USA, Inc. Full time

    Heartland Financial USA, Inc. is an equal opportunity employer dedicated to fostering a diverse workforce. We welcome all qualified candidates regardless of race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors.As a prominent financial services entity based in the United...


  • Gondrecourt-le-Château, Grand Est, United States Sunrise Banks Full time

    Position OverviewAs a key member of our team, the Portfolio Manager will play a vital role in overseeing and managing client portfolios. This position involves not only the management of financial assets but also the promotion of various products and services.Key Responsibilities1. **Client Relationship Management**: Establish and maintain effective...


  • Gondrecourt-le-Château, Grand Est, United States Sunrise Banks Full time

    Position OverviewAs a key member of our team, you will play a vital role in managing client portfolios and enhancing our service offerings. At Sunrise Banks, we are committed to fostering an inclusive environment where diverse perspectives are valued, and our employees can make a meaningful impact.Key Responsibilities- Manage and nurture client relationships...


  • Gondrecourt-le-Château, Grand Est, United States Compeer Financial Full time

    About Us: ProPartners Financial (PPF) stands as the premier provider of financing solutions tailored for Agribusinesses engaged in the sale of crop inputs across the United States. Our organization offers a robust financing platform that facilitates seamless loan approvals and provides real-time access to credit resources, comprehensive reporting, and...


  • Gondrecourt-le-Château, Grand Est, United States HTLF Bank Full time

    Position OverviewThe Senior Credit Portfolio Manager is responsible for the strategic development and oversight of a diverse range of credit products aimed at driving growth, enhancing profitability, and managing associated risks.Key ResponsibilitiesConduct comprehensive analyses of customer behaviors and market trends to uncover opportunities for innovation...


  • Gondrecourt-le-Château, Grand Est, United States Creative Financial Staffing Full time

    Job SummaryCreative Financial Staffing is seeking a highly skilled Senior Financial Strategist to join our team. As a key member of our finance department, you will play a vital role in supporting our company's growth and success.Key ResponsibilitiesCoordinate and manage the planning cycle, including annual budgeting, quarterly forecasting, and long-range...


  • Gondrecourt-le-Château, Grand Est, United States Heartland Financial USA, Inc. Full time

    Company OverviewHeartland Financial USA, Inc. is dedicated to fostering a diverse workforce and is an equal opportunity employer. We value all qualified applicants regardless of race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status.As a diversified financial services organization based in Denver,...


  • Gondrecourt-le-Château, Grand Est, United States Regions Hospital Full time

    Job Overview The Patient Registration Financial Coordinator serves as the initial contact for patient registration within the Emergency Department. This role involves interaction with patients, healthcare team members, visitors, law enforcement, paramedics, and insurance representatives to ensure the precise and prompt registration of individuals entering...

  • Regional Manager

    2 days ago


    Gondrecourt-le-Château, Grand Est, United States Wings Financial Full time

    Job SummaryWe are seeking a highly skilled and experienced Regional Manager to join our team at Wings Financial Credit Union. As a Regional Manager, you will be responsible for leading a team of Branch Managers and driving business growth in a designated region.Key ResponsibilitiesBusiness Planning and Performance: Develop and implement business plans to...

  • Financial Analyst

    2 weeks ago


    Gondrecourt-le-Château, Grand Est, United States University of Minnesota Full time

    Position OverviewWe are currently seeking candidates for the role of Financial Analyst. The Financial Analyst will be an integral part of the finance teams within Student Unions & Activities (SUA) and University Recreation and Wellness (RecWell), reporting directly to the Finance Manager 2 (FM2) for Student Affairs. This role is essential in ensuring that...


  • Gondrecourt-le-Château, Grand Est, United States Abbott Full time

    **About Abbott**Abbott is a leading global healthcare organization dedicated to enhancing the quality of life for individuals at every stage of their journey. Our extensive portfolio includes innovative technologies across various healthcare sectors, including diagnostics, medical devices, nutritionals, and branded generic medicines. With a workforce of...


  • Gondrecourt-le-Château, Grand Est, United States Marquette Management Full time

    Job SummaryMarquette Management, Inc. is seeking an experienced accounting professional to join our team in Woodbury, MN. As an Accountant, you will be responsible for managing accounts receivable, accounts payable, bank reconciliations, and financial statement preparation. You will also be expected to possess strong computer skills and be proficient in...


  • Gondrecourt-le-Château, Grand Est, United States MRA Recruiting Services Full time

    Credit Risk Evaluator MRA Recruiting Services Competitive Salary and Excellent Benefits Are you passionate about contributing to financial integrity and risk management? As a Credit Risk Evaluator, you will conduct thorough credit evaluations, underwriting processes, and comprehensive reviews. Your role will involve assessing the creditworthiness of...


  • Gondrecourt-le-Château, Grand Est, United States MRA Recruiting Services Full time

    Credit Analyst MRA Recruiting Services Competitive Salary and Excellent Benefits Are you passionate about making a positive impact in the financial sector? Become a part of MRA Recruiting Services to empower organizations by providing faith-based financial solutions that contribute to community growth. Role Overview: As a Credit Analyst, you will conduct...

  • Accountant III

    4 hours ago


    Gondrecourt-le-Château, Grand Est, United States City of Saint Paul, MN Full time

    About the PositionThe City of Saint Paul is seeking a highly skilled Accountant III to join our Office of Financial Services team. As a key member of our accounting team, you will be responsible for performing professional accounting and auditing work in the maintenance of complex general departmental funds and financial reports.Key Responsibilities:Manage a...


  • Gondrecourt-le-Château, Grand Est, United States MRA Recruiting Services Full time

    Credit Risk Evaluator MRA Recruiting Services Competitive Salary and Excellent Benefits Are you passionate about financial analysis and risk assessment? At MRA Recruiting Services, we empower organizations by providing faith-based financial solutions that contribute to community growth. As a Credit Risk Evaluator, your role will involve conducting thorough...


  • Gondrecourt-le-Château, Grand Est, United States Heartland Financial USA, Inc. Full time

    Heartland Financial USA, Inc. is proud to be an equal opportunity employer, dedicated to fostering a diverse workforce. We welcome all qualified candidates regardless of race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors.As a diversified financial services organization, we...


  • Gondrecourt-le-Château, Grand Est, United States TalentBridge Full time

    Compensation: $25/hrEmployment Type: Contract to HireWork Schedule: 8-5 Mon-Fri (Hybrid - 3 days remote, 2 days in-office)Position OverviewIn this role, you will engage with various sectors within Corporate Trust, focusing on:Residential Mortgage-Backed Securities (RMBS): Supporting Mortgage Product Solutions with an emphasis on Non-Securitized products,...


  • Gondrecourt-le-Château, Grand Est, United States University of Minnesota Full time

    Position OverviewWe are currently seeking applications for the role of Finance Analyst. This position is integral to the finance teams within Student Unions & Activities (SUA) and University Recreation and Wellness (RecWell), reporting directly to the Finance Manager. The Finance Analyst plays a crucial role in ensuring that precise and timely financial data...


  • Gondrecourt-le-Château, Grand Est, United States Equiniti Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Financial Operations Specialist to join our team at Equiniti. This is a permanent, full-time role that will be fully onsite in our office.Key ResponsibilitiesCustomer Service: Provide exceptional internal and external customer service, responding to inquiries and resolving issues in a timely...