FirstBank Florida · 3 days ago
Business Relationship Specialist
Miami, FL
Full-time
Onsite
Mid Level
3+ years expFirstBank Florida is a financial institution seeking a Business Relationship Specialist. This role is responsible for loan monitoring, supporting internal and external customer resolutions, and maintaining Loan Portfolio documentation while coordinating with various stakeholders.
Banking
Hiring Manager
Nick Mirabal
Responsibilities
Coordinates with both internal and external parties as it relates to portfolio management process
Provide weekly overview of Portfolio and preparation of reports not limited to monitoring portfolio for past dues, potential non-performing loans, delinquent borrowers; follow on past due covenants related to technical exceptions and annual reviews
Request and follow-up on pending and missing documents, legal and other documentations supporting credit assets
Assist with preparation of CAMs and Spreads using Ncino system. Acquire working knowledge of credit analysis/underwriting
Act as a liaison between Portfolio management/Credit administration and internal support department and clients
Interact with investors, brokers, loan offices, and attorneys with the sale distressed assets and portfolio not limited to providing loan document information, monitoring sales and the closings, process and keep track of deficiency
Judgements’ generation of defaults letters, manage assigned portfolio of non-performing assets in conjunction with the assigned attorney; attend meditations and/or depositions. Coordinate with First Bank Florida attorney in negotiating; Preparing and reviewing Stipulation/Forbearance Agreements; manage all incoming bank REOs
Update reports: SAG Status update report and ensures update in Premier Collection, REO status inventory report, Portfolio Management report, and deficiency report
Prepare Datamart validation and certification as well as TDR reporting
Assist with review of modification of cases (Hardship and Non-hardship), generate loss mitigation letters
Assists with follow-up with various action plans that transpire from the regulatory, audit and/or loan review examinations
Backup for the review and maintenance of the Credit reports, New Money Approved/Closed & funded, Commercial & Consumer-Residential or other as requested
Backup for CRA monthly report submission
May serve as back up for ordering of residential appraisals and update of log
Support for Commercial Appraisal/ Appraisal review tracking
Assist with loan processing as needed
Support special project and/ or audits as needed
Perform/ Assist with Check request, payment of invoices and GL reconciliations
Process deficiency payments
Review the monthly covenant report for accuracies, changes and updates
Review ONBASE system file upload accuracy
Qualification
Required
Bachelor's in business, finance or related field or relevant experience
Minimum of 3-5 years of experience working in a financial institution setting with knowledge of the loan documentation, financial information and or equivalent combination of education and experience sufficient to successfully perform the essential functions of the job is required
Microsoft Office proficient (Word, Excel, PowerPoint)
Customer Service oriented
Available to work overtime, when required
Ability to manage multiple priorities, organize daily tasks and meet deadlines in a high-volume environment
Company
FirstBank Florida
FirstBank Florida partners with our customers to achieve their financial goals through responsive, knowledgeable and caring employees who are committed to shareholder value and the well-being of our communities.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase