Commercial Lending Portfolio Coordinator

Westmark; Idaho Falls (ID); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Paid Time Off (3–5 weeks)

Health insurance options for employees

401k with company match

Tuition Reimbursement & Scholarships

Employee Assistance Program

Job summary

Westmark Credit Union in Idaho Falls seeks a Commercial Portfolio Assistant to support the Commercial Portfolio Administrator and Lending Team. You will help monitor portfolios, prepare credit analyses, and manage loan documentation to maintain credit quality across CRE, C&I, and construction loans.

The role emphasizes accurate record-keeping, compliance with credit union policies, and collaboration with loan officers and analysts.

Qualifications

• Associate degree or equivalent banking/credit union experience.
• 1–3 years in banking, credit union operations, lending support, or financial services preferred.
• Proficient in Microsoft Excel, including formulas and basic financial calculations.
• Strong organizational and written/verbal communication skills.

Responsibilities

• Assist with periodic loan reviews by gathering financial statements, tax returns, and borrower documentation.
• Support portfolio review processes by preparing loan files and updating tracking systems.
• Monitor loan requirements including covenants, insurance, taxes, appraisals, and reserves.
• Input and maintain borrower financial data in the LoanVantage System.
• Prepare preliminary financial spreads using standardized software.
• Coordinate documentation and follow up on outstanding items and compliance.

Skills

Microsoft Excel

Organizational skills

Written and verbal communication

Attention to detail

Education

Associate degree in business/finance

Tools

LoanVantage System

Job description

Westmark Credit Union in Idaho Falls seeks a Commercial Portfolio Assistant to support the Commercial Portfolio Administrator and Lending Team. You will help monitor portfolios, prepare credit analyses, and manage loan documentation to maintain credit quality across CRE, C&I, and construction loans.

The role emphasizes accurate record-keeping, compliance with credit union policies, and collaboration with loan officers and analysts.