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About the role
Key responsibilities & impact- Monitor assigned credit portfolios, including past dues, payments, loan document exceptions, collateral monitoring, and compliance requirements
- Identify issues or irregularities and escalate matters appropriately
- Partner with Relationship Managers, Portfolio Managers, and product teams to support client relationship activities and identify potential service needs
- Support loan pre-boarding and post-boarding tasks, overdrafts, and ACH suspensions
- Navigate Web OD, nCino, Salesforce, HOGAN, AFS, and Treasury Management client platforms
- Perform RPMS maintenance and research to support accurate client and portfolio information
- Complete account maintenance, research, and resolution of internal inquiries
- Adhere to departmental policies, procedures, and applicable risk and control expectations
- Maintain accurate files and client records, including KYC, flood, appraisal, and regulatory documentation
- Ensure deliverables are completed to standard and within required timelines
- Build knowledge of credit, loan systems, and compliance processes while progressing toward higher-level responsibilities
Requirements
What you’ll need- Associate’s degree or equivalent work experience
- Five or more years of experience in the financial services industry
- Solid analytical and problem-solving skills
- Ability to identify discrepancies, maintain accurate records, and support compliance with policies and regulations
- Strong organizational and time management skills
- Ability to manage multiple tasks and meet deadlines
- Ability to work independently and collaboratively, with accountability for assigned responsibilities
- Effective written and verbal communication skills
- Proficiency in Microsoft Office and department-specific systems, including nCino
- Willingness and ability to learn new systems, processes, and regulatory requirements
- Demonstrated reliability, initiative, and strong work ethic in a fast-paced environment
Benefits
Comp & perks- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
- Incentive and recognition programs
- Equity stock purchase
- 401(k) contribution and pension