Commercial Banking Portfolio Officer

Popular Bank; Florida; Sur place; USD 90 000 - 120 000; Plein temps

Résumé du poste

Popular Bank in Miami Lakes, FL, is seeking a Commercial Banking Portfolio Officer to oversee a designated commercial portfolio and support Commercial Relationship Officers. You will ensure accurate servicing, respond to inquiries, and resolve operational issues quickly in line with bank goals.

Responsibilities include reconciling discrepancies, assisting with client management, loan pipelines, renewals, and producing management reports.

Qualifications

• Bachelor's degree or 3 years' experience in commercial credit or related field.
• Knowledge of banking products, services, policies, procedures, and regulations.
• Familiarity with AML/BSA compliance requirements.
• Familiarity with appraisals, environmental, site inspections, and cash flow analyses.
• Ability to manage multiple projects and meet deadlines efficiently.

Responsabilités

• Research, investigate, and resolve customer discrepancies, complaints, and payments.
• Ensure customer compliance with financial reporting and covenants.
• Coordinate with loan processing, financial analysis, statements, and related databases.
• Assist relationship officers with client management, loan pipeline, renewals, and reviews.
• Compile data and generate management reports with recommendations.
• Manage relationships with third-party servicers.
• Arrange closings of renewals and restructures and book on loan system.
• Coordinate with management and legal counsel for representation where needed.

Connaissances

Time management

Multitasking

Attention to detail

Financial services knowledge

Formation

Bachelor's degree in Business Administration or related field

Description du poste

Position Title: Commercial Banking Portfolio Officer

Date: Oct 6, 2026

Location: Miami Lakes, FL, US, 33016

Company: Popular Bank

Middle Market South Florida

This position is responsible for the effective servicing of a designated commercial portfolio. The Commercial Banking Portfolio Officer provides day to day support to the Commercial Relationship Officers and Team Leaders in insuring that customers are effectively serviced, their inquiries responded to, and operational situations resolved promptly and efficiently.

Given the amount of time the lending team is in the field, this individual is critical to providing consistent quality service in accordance with bank goals to attain growth, reduce losses and increase profitability and customer satisfaction.

In this position, you will:

• Research, investigate, and resolve customer discrepancies, complaints, and payments
  
• Ensure customer's compliance with financial reporting and covenant requirements
  
• Act as liaison with various units responsible for providing service to the commercial customer including but not limited to the processing of loans, payments, financial analysis, statements, etc. and ensure respective databases are accurate and up to date with customer information
  
• Assist the relationship officers with Client management, which includes doing spreads, managing the loan pipeline from approval to close, as well as managing the loan portfolio with renewals, maturity, annual, quarterly, and semi-annual financial reviews
  
• Compile and analyze data and generate management reports with recommendations as needed
  
• Responsible for managing the relationship with third party servicers
  
• Arrange closings of renewals and restructures and book same on loan system
  
• Coordinate with management and internal legal counsel to ensure that legal counsel is assigned to cases where representation is necessary
  

To be considered, you will need:

• Bachelor's degree (B. A.) in Business Administration related field and/or 3 years' experience managing commercial credit and non-credit products
  
• Knowledge of relevant banking products, services, policies, procedures, and regulations to ensure compliance related to area of responsibility. Keeps updated on changes to banking environment, bank competition, and customer's business environment applicable to area of responsibility
  
• Knowledge of banking products, services, policies, procedures, and regulations to ensure compliance related to area of responsibility (AML/BSA/etc)
  
• Familiarity with appraisals, environmental, site inspections, plan and cost review reports, global cash flow, and stress testing
  
• Ability to work on multiple projects/tasks simultaneously, managing time and resources to ensure that work is completed accurately and efficiently within established time frame
  

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.

Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.

ABOUT US

Popular is Puerto Rico's leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.

As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.

We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular's employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.

If you have a disability or need more information about requesting an accommodation, please contact us at [e-mail]. This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.

Are you ready for a rewarding career?

Popular is an Equal Opportunity Employer, including Disability/Vets

Popular is a Drug Free Workplace

Learn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com.

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