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Small Business Portfolio Administrator

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Posted: 07/12/2020

Small Business Portfolio Administrator

Full TimeClerical
Requisition ID: 1667

Career Opportunity: Small Business Portfolio Administrator

Workers Credit Union is seeking a skilled Small Business Portfolio Administrator to join our growing Retail Services team.

As the Small Business Portfolio Administrator you will perform a variety of tasks associated with monitoring and servicing all new & existing portfolio loans.

• Perform preliminary loan closing requirements such as ordering appraisals, environmental, credit reports, flood certifications, UCC searches, secretary of state, lexis nexis or other reports.
• Responsible for tracking and reporting of insurance.
• Work closely with the relationship managers in all aspects of servicing borrowers.
• Preparing various monthly, quarterly, annual and ad hoc reporting.
• Monitors loan portfolio to provide oversight of delinquency payments, risk rating appropriately, updating financial ticklers, and financial statement monitoring.
• Processing of payments and line of credit advances.
• Prepare SBA loan purchase packages and submit bids to the secondary market investors for loan sale

• Bachelor’s Degree in Business or Finance preferred.
• Two to three years’ experience working in a financial institution required.
• Working knowledge of SBA One, and ETrans is a plus.
• Skilled in Microsoft Office Outlook, Word and Excel.

• Exposure to cutting edge technologies
• Generous paid time off that begins accruing on first day of employment
• Comprehensive medical, dental and vision benefit plans with options to fit any lifestyle
• 401K plan with employer match
• Tuition Assistance
• Lucrative Bonus Program

Workers Credit Union is an Equal Opportunity Employer

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