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Portfolio Manager

1 month ago

Melville, New York, United States Servbank Full time
Job Overview

As a seasoned HOA Portfolio Manager, you will play a pivotal role in overseeing the lifecycle of loans extended to homeowner's associations (HOAs). Your expertise in financial analysis, underwriting, and portfolio management will be instrumental in driving the success of our HOA lending operations.

About Servbank:

Founded in 1994, Servbank is a banking institution with local roots and national reach. We pride ourselves on our community-oriented approach, ensuring that every interaction with our customers is marked by the human touch that sets us apart.

Key Responsibilities:

  • Evaluate loan applications from HOAs, meticulously reviewing financial documents, budgets, and other relevant information.
  • Assess the creditworthiness of HOAs based on financial health, operational stability, reserve studies, and adherence to industry standards.
  • Collaborate with the underwriting team to establish suitable loan terms and conditions aligned with risk assessment outcomes.
  • Monitor and manage the performance of the HOA loan portfolio, conducting regular assessments and reviews.
  • Analyze financial statements, payment histories, and compliance with loan agreements and covenants.
  • Identify potential risks and implement proactive measures to mitigate them effectively.
  • Develop and execute strategies to optimize portfolio performance and ensure sustainable growth.
  • Serve as the primary point of contact for HOAs regarding loan inquiries, providing expert guidance and support.
  • Foster strong, trusting relationships with HOA board members and property managers to understand their financial objectives and tailor solutions accordingly.
  • Address client concerns promptly and professionally, ensuring a high level of client satisfaction and retention.
  • Generate comprehensive reports on portfolio performance, presenting key metrics, trends, and risk indicators to senior management.
  • Ensure compliance with regulatory requirements, internal policies, and industry standards governing HOA lending within multiple state jurisdictions.
  • Collaborate with legal and compliance teams to address regulatory changes and maintain adherence to best practices.
  • Recommend and implement enhancements to underwriting processes and portfolio management strategies to streamline operations and optimize efficiency.
  • Stay abreast of industry developments, market trends, and regulatory changes impacting HOA lending and portfolio management practices.

Requirements:

  • Bachelor's degree in finance, Business Administration, Economics, or a related field.
  • 5 years of experience in underwriting, managing loan portfolios, or commercial real estate lending, preferably within the HOA sector.
  • Proficiency in financial analysis, including the ability to interpret complex financial statements and assess credit risk effectively.
  • Strong interpersonal and communication skills, with a proven ability to build and maintain relationships with diverse stakeholders.
  • Detail-oriented with excellent organizational skills, capable of managing multiple priorities and meeting deadlines consistently.
  • In-depth knowledge of regulatory requirements and compliance issues relevant to lending operations.

EEO Statement:

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.