Credit Portfolio Manager

1 week ago

Minnetonka, Minnesota, United States Alerus Full time
Job Summary

The Credit Administrator provides critical support to business loan underwriting and sales staff in efficiently reviewing loan requests and servicing existing credit relationships.

Key Responsibilities
  • Loan Review and Support
    • Manage financial statement information needs and monitoring requirements of credit portfolio.
    • Assist underwriters with completion of information reviews on submitted business loan applications by determining information requirements and indicating received or incomplete documentation found in the imaging system.
    • Assess information received through documentation imaging system, update and maintain tickler tracking system, and communicate findings to Underwriters, Analysts, and Business Advisors as appropriate.
  • Documentation and Processing
    • Process and distribute incoming electronic mail for credit team, including advance requests, collateral orders, and client-provided monitoring documents.
    • Monitor annual credit review needs to manage information requirements, perform file review to confirm accuracy of ticklers as needed per annual review requirements; ensure imaged documents are retained according to procedures.
  • Loan Administration
    • Manage the information flow associated with purchased and sold participation loans, including forwarding credit presentations and supporting borrower information.
    • Review credit decisions and loan agreements to identify, create, and maintain required monitoring ticklers.
    • Submit requests for coding of loan review management report data, accurate risk rating codes, and other loan codes to Loan Operations.
  • Reporting and Compliance
    • Order, receive, and image necessary third-party reports, including UCC-11 lien searches, personal credit bureau reports, and Dunn & Bradstreet reports.
    • Process Dunn & Bradstreet Alert Services Notices and inform underwriters of changes.
    • Process all real estate-related orders, such as appraisals, valuations, title work, and flood determinations.
  • Insurance and Compliance
    • Perform initial and secondary commercial insurance follow-up on expired policies and hand off to Business Advisor and Underwriter when necessary.
    • Monitor all business loan applications for Regulation B applicability and prepare and mail necessary notices; incomplete applications and adverse actions.
    Requirements
    • Education and Experience
      • College degree in business, accounting, or finance preferred; or equivalent experience working with business or residential loans or business accounting or records systems.
      • Knowledge of business or residential loan documentation and construction lending.
      • 3+ years of experience in business or residential lending documentation preferred.
      • 1+ years of experience in construction loan administration preferred.
    • Skills and Abilities
      • Good written and oral skills.
      • Good time management skills.
      • Disciplined organizational skills.
      • Highly attentive to detail.
      • Positive attitude and team player.
      Work Environment

The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close vision. Periodically, may also do light lifting of supplies and materials which weighs in at approximately 20 lbs. Will spend most of time in an indoor environment.

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