[Hiring] Portfolio Administrator @Golden 1 Talent Acquisition Team

Role Description

The Portfolio Administrator is responsible for the administration and ongoing management of the Commercial loan review process, including:

• Documentation intake
• Member communication
• File creation and maintenance
• Data input and tracking

This role requires exceptional organizational ability, strong analytical skills, professional communication, and sound judgment.

Key tasks include:

• Contact borrowers to obtain required documents for annual reviews, including financial statements, tax returns, rent rolls, and insurance documents.
• Serve as the primary point of contact for borrower questions and information requests.
• Review submitted borrower documents for accuracy, completeness, and additional needs.
• Pull and review credit reports to support ongoing risk monitoring.
• Track outstanding borrower requirements and follow up to ensure timely completion.
• Monitor insurance coverage, review policies for compliance, and request missing endorsements.
• Order and track site inspections; review results and escalate issues when needed.
• Monitor property tax payments and identify delinquencies.
• Maintain and update the tickler system for reporting requirements, expirations, and renewals.
• Ensure all documentation is accurately indexed and maintained in audit-ready files.
• Document borrower communications and task updates thoroughly.
• Prepare loan modification packages, extensions, and related documentation.
• Coordinate with underwriting, credit administration, and legal on modification accuracy.
• Order third-party services and submit invoices for processing.
• Prepare reports as needed for lending operations.
• Assist with audit and examination request submissions.
• Assist with special projects and portfolio-related tasks as assigned.

Qualifications

• Bachelor’s degree or equivalent experience.
• A minimum of five years experience in commercial loan administration and commercial loan documentation.

Requirements

• Maintain knowledge of commercial lending requirements, all commercial loan products, commercial loan fulfillment, credit union policies, and all applicable federal and state laws and regulations.
• Current working knowledge of Commercial Real Estate and Commercial and Industrial lending.
• Exceptional member service and member relations skills.
• Exceptional oral and written communication skills.
• Ability to manage multiple tasks and demands, to work independently with minimal supervision, and to meet deadlines and effectively adjust to changing priorities.
• Excellent analytical, organizational skills, and attention to detail.
• Ability to calculate figures and amounts.
• Understand the use of the automated loan origination system.
• Operate on standard Microsoft programs and other computer operations.
• Demonstrated ability to work independently and interact collaboratively and cultivate partnerships across the organization.
• Ability to effectively communicate policy/procedures to staff to assist the supervisor and/or manager with training.
• Excellent loan administration experience with knowledge of letters of credit, borrowing-based lending, multi-phased construction, and multiple collateral properties.

Physical Requirements

• Prolonged sitting throughout the workday with occasional mobility required.
• Corrected vision within the normal range.
• Hearing within normal range; a device to enhance hearing will be provided if needed.
• Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc.

Licenses/Certifications

• None