Loan Portfolio Manager

Division: Commercial Lending

FLSA Status: Non-Exempt

Supervisor: Director of Loan Portfolio Management

Supervisory Responsibilities: None


Job Summary

To assist loan officers with the servicing and closing of commercial and consumer loans.


  • Assist loan officers as necessary with all aspects of loan closings.
  • Engage appraisers and attorneys.
  • Coordinate loan closing with attorneys.
  • Verify departmental invoices for services performed by third parties (i.e., appraisals, flood certifications, etc.).
  • Handle loan payments.
  • Handle incoming customer calls regarding servicing on accounts.
  • Assist in clearing exceptions and collecting past due accounts.
  • Check NSF items for accounts assigned to loan officers.
  • Performs other duties and special projects as needed.
  • Work with the loan documentation department to coordinate & prepare loan documents for closing.
  • Gather required documentation to facilitate loan closings (i.e. tax records, insurance).
  • Performs additional duties as assigned.

Required Skills/Experience/Education

  • 2-year college degree or equivalent.
  • Three to five years of loan processing.
  • Familiarity with loan program guidelines.
  • Candidate must have knowledge of consumer, commercial and real estate loans, regulations, procedures and documentation.
  • Personal computer experience, Windows, Word, Excel, Laser-Pro.
  • Detail Oriented.
  • Accurate.
  • Reliable.
  • Ability to perform multi tasks and meet deadlines.
  • Ability to work in fast pace environment.
  • Self-motivated.
  • Works well as a team.

Physical Requirements

  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.

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