Small Business Portfolio Management Specialist

NY0705 NY Region Business Office, OH0523 Independence Bus Office, OH0713 NW Bancshares HQ, PA0258 Bellevue, PA0736 Administration Center Job Description The Portfolio Management Specialist is responsible for providing administrative support to Retail Small Business leadership and relationship managers in the management of the Small Business loan portfolio. Functions include tracking, requesting, collecting and imaging financial statement/information required from borrowers and adhering to required due dates, oversight and outreach on delinquency, managing maturing loans, submitting and facilitating modifications, assisting with portfolio transfers, generating, distributing and/or validating reports, pipeline monitoring and ensuring data integrity. This role partners with relationship managers, credit, operations and compliance to maintain portfolio quality and customer service standards. Essential Functions Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment Track, request, and collect financial statements within defined timeframes Oversight and outreach on past due payments Coordinate modifications as needed, including submission into LOS and facilitating through closing Compile and communicate loan management reports on a timely basis Run and Reconcile portfolio reports (past due, upcoming maturities, financial statements) and escalate items requiring attention Assist in the management and maintenance of collateral requirements, including ensuring timely insurance policy updates Service client needs, including prompt responses to inquiries and resolution of problems to promote an exceptional client experience Support relationship managers to ensure the management of their portfolios are timely, accurate and in conformity with loan terms or policy requirements Deep understanding of Abrigo for full use of functionality appropriately and to update data fields as required Establish and maintain appropriate files and records for loan documents as required Serve as a liaison with other departments/vendors/auditors as needed Serve as office manager if required Ensure document/data integrity, including identifying gaps or issues; coordinates corrective actions with operations, credit, and other business partners Knowledge of loan documentation Cultivate relationships with small business clients Maximize technology tools available Develop use of small business related software Ensure conformity to loan terms Recommend improvements to procedures Recommend service and delivery enhancements Qualifications High School Diploma required Bachelor's Degree Business, Finance or equivalent preferred 3 - 5 years Business banking operations, processing, or administration experience preferred 3 - 5 years Experience with core banking/loan origination systems preferred Must be detail oriented and team oriented with ability to monitor and manage multiple responsibilities simultaneously Knowledge of computer systems and software including Abrigo, Nautilus, Signature and shared drives Understanding of Small Business loan products The pay range for this position is generally $26 - $31 per hour. Actual pay is based on various factors including but not limited to the successful candidate's experience, skills, and knowledge. #LI-MM1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees. At Northwest, we're here for what's next. Whether we're finding opportunities for families, businesses and communities or opening doors for our team, we share a passion for helping the people around us succeed. And we know that in order to provide the highest level of care, we need to understand unique experiences and perspectives. That's why, whether you're interested in a corporate role or something customer-facing, your talent and voice matter. Here, you belong. Working at Northwest, you'll find that we recognize our employees for the important work they do through competitive compensation and benefits, professional development opportunities and by regularly celebrating wins along the way. So, take a look at the opportunities here. And join us as we move into the future making a difference for the people we serve.