AVP Portfolio Analytics - Lead Loan Review

Westfield Bank; Springfield (MA); On-site; USD 70,000 - 105,000; Full time

Job summary

Westfield Bank in Springfield, MA seeks AVP Portfolio Analytics to lead internal loan review and oversee the Portfolio and Document Specialists, ensuring policies and regulatory guidance are followed. Under the 1st VP, Credit Administration, you will drive analytics, supervise staff, update workflows, and coordinate training while maintaining tickler systems and responding to auditors.

Requires a Bachelor’s Degree or equivalent, 1–3 years of management experience, strong communication, and MS

Qualifications

• Bachelor’s Degree or the equivalent work-related experience.
• One to three years of management experience.
• Knowledge of each operational aspect of the department.
• Excellent communication skills.
• Working knowledge of Microsoft Office required.
• Ability to organize, prioritize, delegate, meet deadlines and balance numerous tasks at the same time.

Responsibilities

• Oversees the Internal Loan Review process, ensuring the review program meets or exceeds regulatory guidance on an annual basis.
• Completes and documents loan review analyses on specific segments of the commercial loan portfolio that supplement external loan review.
• Guides, directs and develops training and work assignments of subordinates.
• Identifies weaknesses and coordinates training for staff as needed.
• Monitors the financial statement tickler process and maintains the tickler software.
• Makes recommendations to Management on changes, additions or replacement of system.
• Keeps abreast of all regulatory changes, internal policy and procedure updates.
• Strategizes and updates workflow procedures and technology to create efficiencies within the department.
• Assists in responding to requests of auditors and examiners.
• Performs Credit Administration related duties as needed.
• Must complete BSA, AML and other Regulatory and Continuing Education as assigned.
• Must adhere to all bank and regulatory policies

Education

Bachelor’s Degree or the equivalent work-related experience

1-3 years management experience

Knowledge of department operations

Excellent communication skills

MS Office proficiency

Organization and multitasking

Tools

Microsoft Office

Job description

Westfield Bank in Springfield, MA seeks AVP Portfolio Analytics to lead internal loan review and oversee the Portfolio and Document Specialists, ensuring policies and regulatory guidance are followed. Under the 1st VP, Credit Administration, you will drive analytics, supervise staff, update workflows, and coordinate training while maintaining tickler systems and responding to auditors.

Requires a Bachelor’s Degree or equivalent, 1–3 years of management experience, strong communication, and MS