Portfolio Banking Specialist

3 weeks ago


Federal Way, Washington, United States GBC International Bank Full time
About the Role

GBC International Bank is seeking a highly skilled and detail-oriented Portfolio Banker to join our team. As a Portfolio Banker, you will play a critical role in ensuring the smooth preparation and closing of loans, while providing exceptional customer service to our clients.

Key Responsibilities
  • Loan Preparation and Closing
    • Work closely with account officers and underwriters to ensure all necessary documents are received and reviewed for compliance with credit approval memos and program requirements.
    • Collect and order documents from various parties, including entity documents, title documents, escrow-related documents, compliance documents, credit reports, insurance evidence, flood certifications, UCC statements, estoppel certificates, SNDA, etc.
  • Document Review and Upload
    • Review all documents and forms to ensure accuracy and completeness.
    • Timely upload all documents to our database and update Loan Vantage/Loan Status Log.
  • Customer Service and Communication
    • Respond to customer inquiries, bank references, and CPA verification requests.
    • Provide excellent customer service to assist customers' needs and answer questions.
  • Loan Status Management
    • Send out loan past due emails at the 5th and 10th days after payment due date.
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.
  • Must be efficient with cooperative work habits, while managing time to account for sudden fast-paced work environments.
  • Proficient with business office and computer programs such as Word and Excel.
  • Minimum one-year experience with commercial real estate as a loan assistant, loan closer, or portfolio banker.
Preferred Qualifications
  • Computer skills including Microsoft Word, Excel, and Outlook.
  • Ability to speak Korean a plus.

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