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Client Portfolio Administrator

2 months ago

GondrecourtleChâteau, Grand Est, United States Sunrise Banks Full time
Position Overview
As 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 by collecting financial data and performing essential transactions.
- Ensure effective communication between commercial lenders and clients to facilitate smooth operations.
- Conduct follow-ups with clients through various channels to gather necessary information for monitoring loan performance.
- Collaborate with loan support teams and compliance departments to ensure adherence to regulatory standards.
- Review and maintain documentation to guarantee the completeness of credit files, including necessary certifications and appraisals.
- Assist lenders in scheduling and coordinating loan closings and meetings with clients.
- Provide exceptional customer service to both lenders and clients, acting as a primary point of contact.
- Support the processing of daily overdrafts as needed.
- Participate in meetings on behalf of the lender/portfolio management team when required.

Qualifications
- Prior experience in commercial loan underwriting is preferred.
- Strong consultative sales skills are advantageous.
- Proficiency in Microsoft Excel, Word, and Outlook is essential.
- Experience as a Credit Analyst, Portfolio Manager, or in commercial lending is required.

Core Competencies
- Commitment to Sunrise Banks' core values
- Strong communication and compliance skills
- Dependability and flexibility
- Initiative and integrity
- Excellent organizational and technical skills
- Ability to deliver quality service and work collaboratively within a team