Commercial Portfolio Administrator

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

At OnPath Credit Union, we share a passion for delivering exceptional service.

Your primary role will involve building relationships with our members, offering personalized solutions and identifying opportunities to help them achieve financial success.

If you thrive in an environment with team members who truly enjoy what they do and you are sales driven and motivated to succeed, then OnPath is the place for you!

Voted twelve years in a row as one of the Top 40 Places to Work by the Times Picayune, we offer:

• Competitive Compensation
• Impressive Benefits Package including Medical, Dental, Life Insurance, and 401(K) Plan
• Paid Vacation, Wellness, Sick Time, and more

We are looking for a Commercial Portfolio Administrator to join our team.

initial salary of $20.45 to $25.57/hour.

Role

The Commercial Portfolio Administrator serves as the primary source of operational, administrative, portfolio management, and member service support for the Commercial Lending Department. This role provides comprehensive support to Commercial Loan Officers, the Commercial Portfolio Manager, and the Commercial Lending team while maintaining confidentiality and ensuring exceptional member service.

Works closely with internal departments, Business Alliance Financial Services (BAFS), members, attorneys, CPAs, title companies, appraisers, and vendors to support commercial lending and deposit operations.

Coordinates commercial loan administration, portfolio maintenance, business account opening, reporting, research, loan servicing, compliance monitoring, and member support.

Major Duties and Responsibilities

Commercial Loan Administration and Closing Support

• 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.

Loan Maintenance, Portfolio Administration and Relationship Support

• 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.

Business Member Service and Deposit Operations

• Serve as a concierge for business members.
• Support business account opening and maintenance.
• Educate members on products, services and treasury solutions.

Compliance, Reporting and Operational Excellence

• Prepare watchlist, impairment, delinquency and portfolio reports.
• Maintain Salesforce, nCino and core records.
• Research and resolve operational issues and identify efficiencies.

Knowledge and Skills

Experience

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.

Education/Certifications/Licenses

A two-year college degree or completion of a specialized course of study at a business or trade school equivalent to approximately 64 credit hours.

Interpersonal Skills

A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers.

Other Skills

• Strong communication and organizational skills
• Proficiency in Microsoft Office, Adobe Acrobat, nCino, LaserPro and related systems
• Maintain professionalism and confidentiality
• Promote process improvement and operational efficiency
• Deliver responsive internal and external member service

Physical Requirements

Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

Working Conditions

Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

Mental and/or Emotional Requirements

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.