Portfolio Management Support Specialist

MidFirst Bank is a full service bank with a vision of unparalleled client service in the California market. The Bank's core principles are flexibility, responsiveness, and the ability to create tailored solutions, coupled with its commitment to provide exceptional client service. Our bankers work in a team effort to develop a deep understanding of their clients, and work with and on their behalf to develop solutions tailored to meet their needs. Nothing is overlooked. Everything is considered.

This position will provide support to Portfolio Managers and Relationship Managers with loan compliance, report generation, loan exceptions, monitoring of ticklers, annual financial reviews and storage of customer financial information and file maintenance.

Essential Duties and Responsibilities:

• Manage and organize OnBase storage of customer financial information as well as organize credit files in the system.
• Manage and monitor loan ticklers through Credit Quest.
• Support Portfolio Management and Relationship Management teams with loan portfolio by tracking and monitoring ticklers, loan exceptions and annual financial reviews.
• Assist in analyzing outstanding Loan Portfolio for matters such as loan concentrations by generating accurate reports segmented by loan type, class, collateral and other categories for management
• Communicate loan documentation requests and subsequent follow up requests to clients through Portfolio Managers and Relationship Managers, related to “Critical Loan Exceptions”.
• Assist in the submission of Annual Review Reports (ARRs), Monitored Loan Reports (MLRs) and Loan Agreement Compliance Report (LACRs) through Decisions.
• Perform/complete other duties and projects as requested by supervisor, accurately and within the designated time assigned.
• Ensure adherence to all compliance regulations, both state and federal.

Position Requirements:

• 3-5 years of portfolio and loan support experience;
• Excellent customer service skills; detail-oriented;
• Excellent organizational skills; general knowledge of bank processes;
• Excellent written and oral communication skills;
• Excellent PC skills;
• Working knowledge of commercial loan documentation preferred.

Benefits: 

We offer a generous comprehensive benefits package including medical, dental, and vision coverage; paid holidays, vacation, and sick leave; and 401(K) plan. Hours of paid leave may vary based on position. 

Compensation Range: $35.00 - $46.00 per hour. The compensation range for this position represents the minimum and maximum base salary for this role. Actual compensation will vary based on factors including experience, skills, qualifications, location, education, and business needs. This position may also be eligible for additional bonuses, where applicable.