Portfolio Investment Manager

1 week ago


Federal Way, Washington, United States GBC International Bank Full time
Portfolio Banker Job Description

**Job Summary**

The Portfolio Banker is responsible for preparing files for underwriting, documentation, and loan closing. They act as a liaison to coordinate internally and externally to ensure loans are processed in a timely manner.

**Key Responsibilities**

  • Work closely with account officers and underwriters to ensure all necessary documents for closing the loan have been received and reviewed for compliance.
  • Collect and organize documents from various parties according to a checklist and credit approval memo.
  • Assist in engaging appraisal, appraisal review, and environmental services from approved vendors.
  • Review all documents to ensure accuracy and completeness.
  • Upload all documents to the database and update Loan Vantage / Loan Status Log promptly.
  • Complete Customer Identification Program / Customer Due Diligence forms.
  • Provide initial review of loan documents.
  • Ensure final loan documents and forms are properly executed, recorded, and delivered.
  • Respond to customer inquiries, bank references, and verification requests.
  • Provide excellent customer service to assist customers' needs and answer questions.

**Requirements**

  • Bachelor's Degree or equivalent, with a focus in Business, Finance, or Accounting preferred.
  • Detail-oriented with an aptitude for business and customer interaction.
  • Efficient with cooperative work habits.
  • Proficient with business office and computer programs such as Microsoft Word and Excel.
  • Minimum one-year experience with commercial real estate in a related position.

**Knowledge and Skills**

  • Proficiency in Microsoft Word, Excel, and Outlook.

**Physical Requirements**

The employee must occasionally lift and/or move up to 25 pounds. The noise level in the work environment is usually moderate.

**Education**

Bachelor's Degree or equivalent.



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