Member Business Loan Portfolio Manager

We're in the business of people helping people, and you can help us make an impact on our members’ lives and in your community. Whether it’s helping a member make a transaction, buy their first home, or improve their financial wellness one step at a time – you have an impact on their lives just by working here, no matter what your position may be.

Work with us – and be part of something bigger than banking.

• Retirement benefits – pension plan, 401(k) with employer match
• Excellent health benefits – medical, dental, vision, and supplemental coverage
• Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO)
• 10+ paid holidays per year
• Lifestyle Spending Account (LSA) stipend for wellness, caregiving, or personal expenses such as student loan repayment and tuition reimbursement
• Employee recognition program
  ...and more!

At Visions, we do, and will continue to, treat all of our employees fairly and with complete respect, and we strive to celebrate the diversity of our employees.

Position Overview: As an MBL Portfolio Manager, you will support the ongoing administration and performance of our commercial loan and deposit portfolios. You will organize and monitor borrower financial information, annual reviews, loan documentation, insurance, and other covenant requirements; maintain accurate portfolio records; and serve as a key liaison among business members, MBL Loan Officers, and internal partners. This role is well suited for a detail-oriented communicator who takes ownership, works independently, and contributes to a collaborative, team-driven environment.

Position Type: Full-Time (40 hours/week). Monday to Friday 8:00AM - 5:00PM

Compensation Range: $65,000 - $90,000/yr.
* Hiring rates may be dependent on a number of factors, including years of directly related work experience, education, geographic location or special skills*

Location: On-site at our corporate headquarters in Endwell, NY

• Collect, track, and maintain borrower financial information, rent rolls, leases, insurance policies, tax receipts, and other documentation required by loan covenants.
• Coordinate with business members, MBL Loan Officers, and internal partners to obtain required information, resolve questions, and keep portfolio activity moving forward.
• Maintain accurate portfolio records and tracking tools, including annual review documentation, policy exceptions, maturing loans, adverse actions, and current borrower files in Synergy.
• Support annual reviews, loan renewals, payoffs, modifications, and non-real estate loan closings by confirming that required pre-closing and post-closing documentation is complete.
• Monitor portfolio requirements and deadlines, proactively identify missing or outdated information, and keep management informed of status, exceptions, and follow-up needs.
• Prepare and monitor recurring reports and borrower notices using Excel and other Microsoft Office tools, ensuring information is accurate, organized, and delivered on time.
• Provide responsive service to business members and dependable support to the MBL team, including departmental back-up coverage as needed.
• Take ownership of assigned work, adapt to changing priorities, and identify opportunities to improve portfolio processes, documentation, and team efficiency.

• Required financials, covenant documents, insurance policies, tax receipts, and portfolio records are current, accurate, and easy to retrieve.
• Annual reviews, maturing-loan activities, notices, reports, and documentation follow-ups are completed accurately and on schedule.
• Borrowers, Loan Officers, and internal partners receive clear,…