Strategic Commercial Banking Portfolio Manager

Popular Bank; Florida; On-site; USD 65,000 - 90,000; Full time

Job summary

Popular is seeking a Commercial Banking Portfolio Officer to service a designated commercial portfolio and provide day-to-day support to Commercial Relationship Officers and Team Leaders in ensuring customers are serviced efficiently and inquiries resolved promptly.

The role requires coordinating with loan processing, financial analysis, statements, and other units to keep customer records accurate while managing renewals, maturities, and quarterly reviews.

Qualifications

• Knowledge of relevant banking products, services, policies, procedures, and regulations to ensure compliance related 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

Responsibilities

• 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

Education

Bachelor's degree (B. A.) in Business Administration related field

Job description

Popular is seeking a Commercial Banking Portfolio Officer to service a designated commercial portfolio and provide day-to-day support to Commercial Relationship Officers and Team Leaders in ensuring customers are serviced efficiently and inquiries resolved promptly.

The role requires coordinating with loan processing, financial analysis, statements, and other units to keep customer records accurate while managing renewals, maturities, and quarterly reviews.