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Commercial Loan Portfolio Supervisor

2 months ago

Long Beach, California, United States Fidelity Bank Full time
Position Overview:
At Fidelity Bank, we are dedicated to fostering a workplace where passion and customer-centricity drive our success. The Loan Portfolio Manager plays a pivotal role in the proactive oversight of a commercial loan portfolio and associated deposit accounts, ensuring exceptional client service to enhance and expand the portfolio.

Key Responsibilities:
  • Engage with clients to gather necessary information for loan applications and provide clarity on the application process.
  • Evaluate clients' financial situations, credit histories, and property assessments to assess the viability of loan approvals.
  • Communicate the various loan types and credit options available to clients, detailing the terms and conditions of these services.
  • Address client concerns and implement effective solutions to resolve issues.
  • Generate reports for clients with overdue accounts and escalate unresolved accounts for collection efforts.
  • Assist clients and creditors in resolving inquiries regarding applications and facilitate the completion of required documentation.
  • Reach out to clients with overdue accounts to secure full payment or negotiate repayment arrangements.
  • Match clients' needs with suitable financial aid programs, providing informed recommendations.
  • Stay informed about emerging loan products and financial services to better cater to client requirements.
  • Review loan agreements for completeness and accuracy in accordance with established policies.
  • Maintain and update credit and loan documentation.
  • Authorize correspondence related to collections.
  • Calculate debt amounts and available funds to devise repayment strategies and estimate timelines for debt resolution.
  • Manage account records, ensuring they are updated and categorized based on status changes.
  • Compile and review loan applicants' credit histories and financial statements.
  • Ensure billing accuracy through thorough review processes.
  • Perform duties related to compliance with the Bank Secrecy Act under the supervision of the BSA Officer.
Qualifications:
  • A Bachelor's Degree is required.
  • A minimum of four (4) years of experience in a similar role is essential.
Skills and Competencies:
  • Exceptional analytical and problem-solving abilities.
  • Strong business acumen.
  • Excellent oral and written communication skills.
  • Outstanding interpersonal skills.
  • High proficiency in Microsoft Office Suite.
  • Ability to perform mathematical calculations effectively.
  • Collaborative team player with the ability to build strong working relationships.
  • Willingness to work outside of standard hours to meet business and client needs.
Physical Requirements:
The role requires frequent sitting and standing, effective communication, and the ability to handle typical office equipment. Lifting items up to 10 pounds may be necessary. Manual dexterity is essential for operating computers and other office tools.

Working Conditions:
  • Regular working hours are Monday to Friday, with potential for extended hours based on job demands.
  • Travel to client locations may be required as business needs arise.
  • Prolonged periods of computer screen use are expected.

Fidelity Bank is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, disability status, sexual orientation, gender identity, or any other characteristic protected by law.