• Consumer Lending Assistant Portfolio Manager I

    Posted Date 3 weeks ago(4/2/2018 10:27 AM)
    Job ID
    # of Openings
    Customer Service/Support
    Access National Bank
  • Position Summary


    Primarily responsible for pre-closing and post-closing documentation and servicing by collecting and assembling all pre-closing documentation and by coordinating with loan officers, portfolio managers, borrowers, attorneys, appraisers, title insurance companies and others to bring loans to closing. Follow up and complement Loan Administration efforts to ensure documentation of loan is complete. Assistant Portfolio Managers complete these tasks by interacting and coordinating their activities with portfolio managers and loan officers in teams which are designated as Customer Service Teams.

    Essential Functions



    Provide assistance to prospective and existing clients via various means of communication

    • General administrative support

    • Respond to client inquiries and requests for information

    • Assume responsibility for day-to-day administrative servicing of assigned loans

    • Obtain business and personal credit reports to verify debts and determine applicant’s payment history, and document Bank files properly

    • Draft memos as needed

    • Attend client services team pipeline meetings – to include assisting in updating team pipeline, in addition to providing various financial exceptions reports required by the client services team lead

    • Review loan documentation for accuracy and compliance for pre-closing requirements

       Post-closing loan duties, including, but not limited to, maintaining loan files and following up on loan documentation exceptions

    • Assist with the ongoing maintenance needs of the client services teams portfolio, including obtaining financial statements and other documentation and servicing needs

    • Become familiar with bank products and services to have the ability to identify additional opportunities as they arise

    • Perform Office of Foreign Assets and Controls search and necessary Bank Secrecy Act documents for closings





    College degree with a major in Business, Economics, Finance, or other related field or High School degree and equivalent experience.

    • Must have at least 1 year experience in banking or financial institution

    • Must have at least 1 year experience in a commercial lending environment.

    • Be able to process transactions in Decision Pro and Laser Pro

    • Willingness to learn bank regulations and terminology

    • Must be familiar with bank regulations and responsibilities associated with loan origination and servicing function.

    • Must have the ability to work independently and within a team environment.

    • Good verbal and written communication

    • Self-starter

    • Proficient in math.

    • Detail oriented.

    • Excellent interpersonal, analytical and problem-solving skills

    • PC proficient including Microsoft Office and the use of the Internet



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