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Portfolio Manager

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Job Description - Portfolio Manager


Primary Responsibilities

  • Provides direct administrative support to Commercial Loan Officers.
  • Safeguards the quality of the Bank’s loan portfolio by assisting with the management of the level of exceptions and delinquencies.
  • Ensures that loan files contain documents with proper signatures, dates and other relevant data.
  • Follows up with customers for financial statements and other information as requested
  • Coordinates with Credit Analysts to maximize their use for underwriting and compliance review
  • Partners with Credit Administration to ensure proper documentation, loan closing and file preparation
  • Provides quality customer service to clients.
  • Facilitates customer meetings with or in the absence of the Loan Officer.

Requirements

  • Bachelor’s Degree in business, finance or accounting; or equivalent training
  • Minimum three (3) years experience relevant banking experience with experience in lending area preferred.
  • Strong interpersonal and customer service skills.
  • Strong understanding of business financial statements and tax returns
  • Strong computer/technology skills with the ability to learn new systems if necessary.
  • Must be extremely organized, accurate and be able to multi-task and meet deadlines in a fast paced work environment.

At MainStreet Bank we strive to bring talented, team-oriented individuals on staff to meet and exceed our customers' needs. MainStreet team members enjoy a friendly working environment, opportunity for personal and professional growth, generous benefits and access to resources for improving their well-being.

For more information visit our website at www.mstreetbank.com

MainStreet Bank is an equal opportunity employer. Employment selection and related decisions are made without regard to sex, race, age, disability, religion, national origin, color or any other protected class.


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