Portfolio Investment Manager
1 week ago
**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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