What are the responsibilities and job description for the Portfolio Assistant I, II position at Global Credit Union?
Overview
Reports to: Loan Review Manager
Functions Supervised: None
Primary Functions: Monitor, collect and track financial information on new and existing borrowing relationships. Also responsible for managing and maintaining database relating to financial reporting requirements, annual loan reviews, collateral inspections and financial covenant testing
Duties and Responsibilities:
Qualifications
Education: Associate’s degree in Business Administration or related field preferred.
Creditable Experience in Lieu of Education: Minimum of 2 years of business or commercial lending experience or comparable portfolio monitoring or loan servicing experience.
Experience/Skills: Strong organizational skills with the ability to work independently. A basic understanding of personal and business financial statements, interest calculations and loan documentation. Ability to respond to inquiries or issues from members, regulatory agencies, or business community participants. Must demonstrate solid written and verbal communication skills and the capability of managing multiple tasks and responsibilities. Needs to have strong computer skills including Excel, Word, Outlook and Advisor.
Tenure: Portfolio Assistant II (Category 12) requires a minimum one year tenure in the Portfolio Assistant I (Category 13) position with performance that meets or exceeds expectations. Promotion requires recommendation by the supervisor or manager. Directly related work experience and/or accelerated training completion may be substituted for tenure.
Compensation
Starting base salary will be determined based on candidate experience, qualifications, education, and applicable local or state wage requirements, and will fall within the range provided below. In accordance with our Salary Administration policy, new hire base salaries generally fall between the minimum and midpoint of the listed range.
Salary Pay Range: 13
$49,284 - $73,391 annuallyBenefits
- Short-term and long-term incentives
- Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
- 401(k) plan with a 5% match
- Employee Assistance Program (EAP)
- Life and disability coverage
- Voluntary cash benefits for accident, hospitalization and critical illness
- Tuition Reimbursement
- Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
- Click here to view Global’s comprehensive Benefits Programs
Equal Opportunity Employer
Salary : $49,284 - $73,391