What are the responsibilities and job description for the AVP Portfolio Analytics (FT) position at Westfield Bank?
AVP Portfolio Analytics (FT) Springfield, MA \$70,144.78 ? \$105,217.17
Annually Job Title: AVP, Portfolio Analytics Department: Credit
Administration Job Status: Full Time FLSA Status: Exempt Grade: 11
Amount of Travel: Some Travel Reports To: 1st VP, Credit Administration
Positions Supervised: Documentation Specialist, Senior Portfolio Analyst
POSITION SUMMARY Under the guidance of the 1st VP, Credit
Administration, the AVP, Portfolio Analytics is responsible for the
internal loan review program and overseeing the day-to-day functions of
the Portfolio and Document Specialists. Ensures that all policies,
procedures and regulations are followed as they pertain to the
Department. ESSENTIAL FUNCTIONS Oversees The Internal Loan Review
process, ensuring the review program meets or exceeds regulatory
guidance on an annual basis. Completes and documents loan review
analyses on specific segments of the commercial loan portfolio that are
strategically targeted to supplement external loan review. Guides,
directs and develops training and work assignments of subordinates.
Identifies weaknesses and coordinates training for staff as needed.
Monitors the financial statement tickler process and assumes
responsibility for the software utilized to maintain the ticklers. Makes
appropriate recommendations to Management on changes, additions or
replacement of system. Keeps abreast of all regulatory changes, internal
policy and procedure updates. Strategize and update workflow procedures
and technology to create efficiencies within the department. Assists in
responding to requests of outside and inside auditors, examiners and
external loan review. Performs Credit Administration related duties as
needed. Must complete BSA, AML, and other Regulatory and Continuing
Education as assigned. Must adhere to all bank and regulatory policies
And Procedures Specific To Position. Assumes Additional Responsibilities
as requested. POSITION QUALIFICATIONS Competencies Decision
Making/Judgment Leadership & Employee Development Management
Effectiveness Planning Project Management Education/Experience/Skills &
Abilities Bachelor?s Degree or the equivalent work-related experience
required. One to three years of management experience Knowledge of each
operational aspect of the department. Excellent communication skills.
Working knowledge of Microsoft Office required. Ability to organize,
prioritize, delegate, meet deadlines and balance numerous tasks at the
same time. PHYSICAL DEMANDS Physical Demands Lift/Carry Stand
Occasionally 10 lbs or less Frequently Walk Occasionally 11 ? 20 lbs
Occasionally Sit Constantly 21 ? 50 lbs Not Applicable
Handling/Fingering Frequently 51 ? 100 lbs Not Applicable Reach Outward
Occasionally Over 100 lbs Not Applicable Reach Above Shoulder
Occasionally Push/Pull Climb Occasionally 12 lbs or less Occasionally
Crawl Not Applicable 13 ? 25 lbs Occasionally Squat or Kneel
Occasionally 26 ? 40lbs Not Applicable Bend Occasionally 41 ? 100 lbs
Annually Job Title: AVP, Portfolio Analytics Department: Credit
Administration Job Status: Full Time FLSA Status: Exempt Grade: 11
Amount of Travel: Some Travel Reports To: 1st VP, Credit Administration
Positions Supervised: Documentation Specialist, Senior Portfolio Analyst
POSITION SUMMARY Under the guidance of the 1st VP, Credit
Administration, the AVP, Portfolio Analytics is responsible for the
internal loan review program and overseeing the day-to-day functions of
the Portfolio and Document Specialists. Ensures that all policies,
procedures and regulations are followed as they pertain to the
Department. ESSENTIAL FUNCTIONS Oversees The Internal Loan Review
process, ensuring the review program meets or exceeds regulatory
guidance on an annual basis. Completes and documents loan review
analyses on specific segments of the commercial loan portfolio that are
strategically targeted to supplement external loan review. Guides,
directs and develops training and work assignments of subordinates.
Identifies weaknesses and coordinates training for staff as needed.
Monitors the financial statement tickler process and assumes
responsibility for the software utilized to maintain the ticklers. Makes
appropriate recommendations to Management on changes, additions or
replacement of system. Keeps abreast of all regulatory changes, internal
policy and procedure updates. Strategize and update workflow procedures
and technology to create efficiencies within the department. Assists in
responding to requests of outside and inside auditors, examiners and
external loan review. Performs Credit Administration related duties as
needed. Must complete BSA, AML, and other Regulatory and Continuing
Education as assigned. Must adhere to all bank and regulatory policies
And Procedures Specific To Position. Assumes Additional Responsibilities
as requested. POSITION QUALIFICATIONS Competencies Decision
Making/Judgment Leadership & Employee Development Management
Effectiveness Planning Project Management Education/Experience/Skills &
Abilities Bachelor?s Degree or the equivalent work-related experience
required. One to three years of management experience Knowledge of each
operational aspect of the department. Excellent communication skills.
Working knowledge of Microsoft Office required. Ability to organize,
prioritize, delegate, meet deadlines and balance numerous tasks at the
same time. PHYSICAL DEMANDS Physical Demands Lift/Carry Stand
Occasionally 10 lbs or less Frequently Walk Occasionally 11 ? 20 lbs
Occasionally Sit Constantly 21 ? 50 lbs Not Applicable
Handling/Fingering Frequently 51 ? 100 lbs Not Applicable Reach Outward
Occasionally Over 100 lbs Not Applicable Reach Above Shoulder
Occasionally Push/Pull Climb Occasionally 12 lbs or less Occasionally
Crawl Not Applicable 13 ? 25 lbs Occasionally Squat or Kneel
Occasionally 26 ? 40lbs Not Applicable Bend Occasionally 41 ? 100 lbs
Salary : $105,217