Associate Portfolio Manager

1 day ago


Miami, United States FirstBank Full time
Job Summary

We are seeking a highly skilled 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 issues and analyzing data to determine the best course of action.
  • Prepare and review 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 that responses are handled to the benefit of the customer and the bank.
  • Oversee commercial portfolio charge backs, large items, non-post, and positive pay, resolving issues in a timely manner.
  • Coordinate with loan officers to manage closings and day-to-day activities, setting up weekly meetings as needed.
  • Review commercial loan applications to determine if HMDA reporting is required, ensuring accurate reporting.
  • Review approved CAMs to determine required documentation and prepare files for closing.
  • Determine and provide all closing fees and escrow figures, preparing disclosures for signing at closing.
  • Oversee document checklists to reflect received and pending items for closing, coordinating with commercial banking officers and customers to satisfy pre-closing conditions.
  • Perform site inspections, obtain current insurance and property taxes, and monitor and collect payment on past-due loans.
  • Oversee applications for advances, payoff requests, auto debit requests, loan and account maintenance, and loan payments.
Requirements

A formal training in banking products and/or processing new accounts is required, along with at least 3 years of experience in a similar role or an equivalent combination of education and experience. First Bank Florida is an equal employment opportunity employer and takes affirmative action to employ women, protected veterans, people with disabilities, and minorities.



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