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Portfolio Administration Specialist

2 months ago

West Palm Beach, Florida, United States Amerant Bank Full time
Job Summary

Amerant Bank is seeking a highly skilled Commercial Loan Specialist to join our team. As a key member of our commercial lending department, you will be responsible for assisting Relationship Managers and Portfolio Officers with the administrative functions and responsibilities of developing and maintaining a portfolio of commercial loans and accounts.

Key Responsibilities
  • Loan Processing and Servicing: Work closely with Relationship Managers and Portfolio Officers to facilitate loan processing and other general service requests, including resolving customer inquiries and service requests, preparing account maintenance forms, and processing loan payments/debit instructions.
  • Customer Onboarding: Assist Relationship Managers and Portfolio Officers in conducting the customer onboarding process, including setting up auto debit, real estate tax and insurance escrow, and treasury management products.
  • Loan Documentation: Gather and review corresponding loan/credit documentation pre and post closing, and prepare all required forms, legal searches, and credit files.
  • Depository Accounts: Responsible for opening depository accounts and maintenance, including proper processing and collection of related forms and documents.
  • Administrative Tasks: Perform common administrative tasks, including answering phone calls and emails, preparing FedEx mailings, and scheduling and coordination of Relationship Manager, Portfolio Officers, and/or other Manager functions and tasks.
  • Asset Quality: Upload and clear tracking exceptions, such as site visit reports, annual reviews, and financial reports, to maintain asset quality.
  • Overdrafts and Past-Due Reports: Monitor and manage overdrafts and past-due reports, which may include calling customers.
  • BSA/Compliance: Prepare the BSA/compliance package for internal review, including organizing, collecting, and reviewing all formation documents, and assisting Relationship Managers and Portfolio Officers with the investigation of BSA issues.
  • Organization Chart and Adverse Media: Organize detailed organization charts and prepare Adverse Media and Lexis Nexis.
  • Quality Controls: Review post-closing loan documentation collection and verification to maintain adequate quality controls.
  • Vendor Invoices: Process invoices from vendors and retrieve proper approvals to submit to accounts payable.
Requirements
  • Education: Bachelor's Degree required or pursuing a Bachelor's degree.
  • Experience: 2+ years of experience as a Lending/Banking or Administrative Assistant, with strong experience in account opening with complex structures, operations, and BSA.
  • Technical Skills: Proficiency using Microsoft Office 365 products, including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint.