Commercial Banking Portfolio Coordinator

5 days ago

Brewster, New York, United States Tompkins Community Bank Full time
Tompkins Community Bank: A Leader in Commercial Banking

At Tompkins Community Bank, we pride ourselves on delivering exceptional customer service and providing innovative solutions to meet the evolving needs of our customers.

About the Portfolio Administrator Role:

This role is a critical part of our commercial banking team, requiring a high degree of organization, attention to detail, and effective communication skills.

Responsibilities:
  1. Coordinate portfolio reviews with Relationship Managers on a semi-annual basis.
  2. Manage financial statement request letters and prepare covenant compliance worksheets.
  3. Coordinate renewals and annual reviews with lenders.
Requirements:
  • An Associate's degree in a business-related field is normally required, along with specialized banking education and training.
  • 3-5 years of commercial banking and credit department experience in a similar or equivalent capacity.
  • Excellent interpersonal relations and communicative skills.
Salary and Benefits:

The salary range for this role is $34.00 - $40.00 per hour, with a comprehensive benefits package that includes medical, dental, vision, 401(k) match, profit sharing, paid time off, and 11 holidays.

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