Orange Bank & Trust Company · 3 months ago
Loan Portfolio Manager
Bronx, NY
Full-time
Hybrid
Mid Level
$33/hr - $35/hr
3+ years expOrange Bank & Trust Company is seeking a Loan Portfolio Manager to support multiple lenders with the management of their portfolios and other related functions. The role involves reviewing financial information requests, managing the collection process, and ensuring compliance with loan documentation.
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Responsibilities
Review/approve all financial information request letters prior to mailing to customer to ensure request is accurate and timely
Manage financial information collection process
Manage site inspection process
Review/manage pending loan maturities 90 days prior to maturity date to ensure there are no administrative past dues and to eliminate last-minute extensions
Correspond with loan officer and customer to take inventory on financials and determine whether all information for expiring loans is collected. Then follow everything under bullet #4
Collect/review all required financial data prior to submission to Credit, pre-closing and post-closing
Spread all business returns, financial statements, personal tax returns, personal financial statements and rent rolls
Run all Lexis Nexis and Experian credit reports. UCC Searches. OFAC & DNBI
Complete all HMDA forms
Lender portion of loan presentations
File all documents, create new files all housed in Abrigo and remove staging docs
Assist in managing Credit file documents to ensure all appropriate information is updated and maintained, such as credit memos, financials, correspondence, etc.., and all outdated information is removed
Identify/address credit weaknesses/deficiencies, including non-compliance with financial covenants and bring to attention of loan officer & credit
Interfacing with loan review, regulators and/or auditor as required, including follow up on cited loans when requested
Handle special projects as assigned
Assist Team Leader, Commercial Loan Officers as needed with client interaction, etc
Prepare adverse action letters for customers
Assist/mentor new portfolio management trainees as needed
Customer calls with assigned loan officers
Review of loan documents prepared in-house or by bank counsel to verify compliance with original credit approval
Cross train on other department functions to be able to provide support if needed
Perform all duties and projects as assigned by management
Qualification
Required
Bachelor's Degree required in Accounting, Finance, Business, or Economics
Three (3) to five (5) years of experience working as a Commercial Loan Portfolio Manager
Must be a self-starter with initiative
Exceptional customer service ability
Excellent verbal and written communication skills
Excellent problem-solving and analytical ability
Represent bank in professional and friendly manner
Must have strong interpersonal skills
Must be proficient in Microsoft Office software and be able to quickly master the Bank's operating system
Strong communication and leadership skills
Ability to maintain a positive demeanor, handle difficult situations and have an open mind
Ability to handle change and pressure
Ability to coach, cross train and motivate employees
Ability to assist customers and employees in a professional manner
High level of confidentiality
Ability to multitask, make quick and accurate decisions and be organized
Ability to handle various processes at the same time
High volume of computer usage, including core systems, vendor sites, new product testing, etc
Familiarity with copier/scanner/shredder equipment
Flexibility to work additional hours including nights, weekends and holidays, as required
Ability to sit for prolonged periods of time
Ability to talk and hear
Normal range of vision and hearing abilities required
Mobility required greeting and assisting employees and visitors
Ability to skillfully operate a computer, telephone and other standard office equipment
Occasional travel outside of work location to attend meetings and training programs
Occasional lifting and/or moving up to 20 pounds
Preferred
MBA or equivalent a plus
5 Years' Banking Experience preferred
Company
Orange Bank & Trust Company
Orange Bank & Trust Company is a commercial bank.
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$76.4M2025-06-03Post Ipo Equity· $40M
2021-08-05IPO
2020-10-02Post Ipo Debt· $20M
Leadership Team
Michael Gilfeather
President & CEO
Anthony Pili
SVP Chief Innovation Officer
Recent News
Orange Bank & Trust Company
2025-10-29
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