Construction Portfolio Manager

Summary:

Provides loan credit administration support as needed to multiple lending functions in accordance with established systems and procedures. Required to gain a knowledge of all loan operations platform systems as well as core and the interdependencies associated with each procedurally. Perform necessary research for completion of projects. Assist with problem resolution as needed. Assists operations officer/Director of Credit Administration.

• Inputs construction loans into construction management system in accordance with credit approval and budget
• Manages construction draw process based on percentage of completion
• Interfaces with RMs, RMAs, and customers to properly service construction loans
• Post payments, draws and principal reductions
• Loan account research
• General loan questions/research
• Resolve day-to-day operational issues
• Develop and maintain a comprehensive knowledge of the Bank’s core system & Built Construction management system
• Assist in project initiatives by performing necessary research
• Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• High School diploma or equivalent. College degree or coursework in finance or related studies is a plus.
• 2+ years of experience in banking or similar field
• Construction experience preferred
• Proficient in Microsoft Office Suite, Outlook and other similar applications.
• Demonstrated working knowledge of loan documentation and document retention.
• Demonstrated commitment to accuracy and attention to detail. Good organizational skills.

• Strong attention to detail with ability to multi-task
• Ability to work efficiently as a member of a team or alone
• Strong verbal and written communication skills
• Ability to provide a positive experience for customers and act in a professional manner
• Ability to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information
• Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.