Commercial Lending Portfolio Specialist

OnPath Federal Credit Union; Mandeville (LA); On-site; USD 28,000 - 35,000; Full time

Benefits offered by this job

Competitive compensation

Medical insurance

Dental insurance

Life insurance

401(K) plan

Paid vacation

Sick time

Wellness program

Job summary

OnPath Federal Credit Union is seeking a Commercial Portfolio Administrator to support the Commercial Lending team. The role focuses on coordinating loan administration, portfolio maintenance, and member service while collaborating with internal departments, attorneys, title companies, and vendors to ensure accurate closing and ongoing servicing.

The position requires 1–3 years of related experience, strong communication, and a commitment to confidentiality as you assist with reporting,

Qualifications

• One to Three years of similar or related experience, including time spent in preparatory positions.
• Experience in maintaining member files and documentation.
• General understanding of loan documentation.
• General understanding of reporting and the account opening process.

Responsibilities

• Coordinate loan closings, renewals, extensions, modifications and boarding.
• Review documentation for completeness and compliance.
• Order appraisals, title work, flood determinations, environmental reports and UCC searches.
• Coordinate with attorneys, title companies and vendors.
• Process participation settlements, payoffs, paydowns, rate changes and collateral releases.
• Monitor covenants, insurance, taxes, UCC filings and exceptions.
• Track ticklers and maintain loan servicing records.
• Serve as a concierge for business members.
• Support business account opening and maintenance.
• Educate members on products, services and treasury solutions.
• Prepare watchlist, impairment, delinquency and portfolio reports.
• Maintain Salesforce, nCino and core records.
• Research and resolve operational issues and identify efficiencies.

Skills

Relationship building

Sales orientation

Customer service

Team collaboration

Education

Two-year college degree

Tools

Microsoft Office

Adobe Acrobat

nCino

LaserPro

Job description

OnPath Federal Credit Union is seeking a Commercial Portfolio Administrator to support the Commercial Lending team. The role focuses on coordinating loan administration, portfolio maintenance, and member service while collaborating with internal departments, attorneys, title companies, and vendors to ensure accurate closing and ongoing servicing.

The position requires 1–3 years of related experience, strong communication, and a commitment to confidentiality as you assist with reporting,