Position: Business Portfolio Specialist
Job Description
- This position codes, posts, and prepares documents necessary for all business services.
- Maintains all loan files, ensuring expired collateral records are resolved by obtaining necessary documentation.
- Provides professional services to members.
- Has frequent interaction with business lenders and members to obtain needed information for the loan files.
- Performs appraisal reviews, assists with loan reviews, processes escrow, and resolves paid off loan files.
Knowledge
- Understanding of business loan products and services.
- Knowledge of loan processing functions and related requirements and procedures.
Experience
- Two years of loan processing experience.
Education
- Associate’s degree or equivalent.
Skills/Abilities
- Strong typing abilities.
- Good verbal and public relations skills.
- Able to operate calculator, word processor, and related computer applications
- Well organized.
- Ability to work independently.