Portfolio Servicing Specialist: Loan Modifications & Reporting

First National Bank Of Pennsylvania

United States

On-site

USD 55,000 - 75,000

Full time

6 days ago

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Job summary

First National Bank Of Pennsylvania is seeking a Portfolio Servicing Specialist 1 to assist in monitoring the Retail Lending portfolio and support branch loan operations. The role includes structuring loans, answering commercial loan questions, and preparing monthly management reports for QC and Compliance.

Minimum BA/BS and 3 years related experience are required, with proficiency in MS Office and experience with CRIF software, CODS andDirector.

Qualifications

BA or BS required.
3+ years of job-related experience.
Proficiency in MS Word (basic) and MS Excel (intermediate) and MS PowerPoint (basic).
Experience with CRIF software, Customer Information System and Director.
Excellent communication, organizational, analytical and interpersonal skills.
Strong customer service skills.

Responsibilities

Follow up with branch personnel on reports (Matured Loan Report, Paid Loans Report) and advise on loan restructurings.
Assist branch personnel on loan modification requests.
Maintain a monthly log of modification requests.
May be cross-trained to handle more complex deals based on borrower credit criteria.
Provide monthly updates for management reporting to Quality Control and Compliance.
Support risk management and regulatory compliance efforts.
Perform other related duties as assigned.