Portfolio Manager Associate
2 weeks ago
Job Summary:
We are seeking an experienced Associate Portfolio Manager to join our team at First Bank Florida. As a key member of our commercial banking team, you will be responsible for managing a portfolio of commercial loans and providing exceptional customer service to our clients.
Key Responsibilities:
- Provide timely and effective service to commercial loan customers, resolving any issues and analyzing data to determine the best course of action.
- Prepare letters and memos related to account and loan issues, ensuring compliance with bank guidelines.
- Respond to all correspondence and daily emails in a timely manner, ensuring responses are handled to the benefit of the customer and bank.
- Oversee commercial portfolio charge backs, large items, non-post, and positive pay, resolving solutions within the allowed time.
- Manage appointments and reports with loan officers to exchange information, ensuring closings and day-to-day activities are completed within targets.
- Review commercial loan applications to determine if HMDA reportable for accurate reporting purposes.
- Review approved CAM to determine required documentation and prepare the file for closing.
- Order Phase I Environmental and Appraisal Engagement, prepare tickets for any fees POC.
- Determine and provide all closing fees and escrow figures to be collected at closing, prepare disclosures to be signed at closing.
- Oversee document checklist to reflect received and pending items for closing, coordinate with commercial banking officer and customer to satisfy remaining pre-closing conditions.
- Perform site inspections, obtain current insurance and property taxes.
- Monitor and collect payment on past due loans.
- Oversee applications for advance, payoff request, auto debit request, loan and account maintenance, and loan payments.
Requirements:
- A formal training in banking products and/or processing new accounts.
- At least 3 years of experience in a similar job or equivalent combination of education and experience.
Equal Employment Opportunity:
First Bank Florida is a proud equal employment opportunity employer and takes affirmative action to employ women, protected veterans, people with disabilities, and minorities, regardless of gender identity, sexual orientation, and any other legally protected status.
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