Association Banking Portfolio Administrator jobs in United States
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Centennial Bank · 16 hours ago

Association Banking Portfolio Administrator

Centennial Bank is seeking an Association Banking Portfolio Administrator to manage the financial portfolios of associations. This role involves overseeing financial transactions, monitoring cash flow, preparing financial reports, and ensuring compliance with banking regulations while working closely with association boards and financial institutions.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Underwrite and present community association loans for approval
Manage an Association Banking loan portfolio, including lines of credit and term loans which are collateralized by assignment of assessment rights or cash security
Responsible for annual reviews, renewal, and increase requests
Ensure timely payment of loans in the portfolio
Negotiate terms and conditions with existing borrowers
Close loan renewals/increases in accordance with approved terms and conditions
Responsible for obtaining applications, forms, and documentation necessary to close and maintain Association Banking loans
Request and review required due diligence, credit analysis, and cash flows for Association Banking loans
Request and obtain necessary documentation via Vendor Order for Association Banking loans
Organize and fund Association Banking loan closings with borrowers, in accordance with bank practices
Create and verify required Association Banking loan documentation needed for closing
Prepares and approves Association Banking loans to be submitted for booking and imaging
Monitor and clear exceptions in the portfolio
Submit adverse action requests for processing on Association Banking denials, withdrawn loans, and counter offers
The ability to work in a constant state of alertness and in a safe manner
Completes required BSA/AML training and other compliance training as assigned
Perform any other related duties as required or assigned

Qualification

Lending experienceBanking experienceFinancial analysisCAM LicenseMicrosoft ExcelMicrosoft WordGeneral computer skillsCommunication skillsCritical thinking

Required

Broad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to a four year college degree
5 years related experience and/or training
7 - 11 months related management experience
Ability to write reports, business correspondence, and policy/procedure manuals; Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations
Ability to solve practical problems and deal with a variety of known variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, or diagram formats
Three (3) years lending experience
Three (3) years experience with banking, investment, or economic analysis
Two (2) years experience using Microsoft Word and Excel
Must have general computer skills
The ability to work collaboratively in an office setting
The ability to communicate using oral and written skills

Preferred

CAM License recommended, to better understand the industry specific terminology and financial reports
College degree in general business, finance, economics or accounting, preferred

Company

Centennial Bank

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Centennial Bank offers businesses, investors, and municipalities a wide range of commercial, retail banking, and related financial services.

H1B Sponsorship

Centennial Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2021 (1)

Funding

Current Stage
Late Stage

Leadership Team

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Arlene Lovelace
SVP, Chief Human Resources Officer
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Brandon Cass
SVP, Chief Information Security Officer
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Company data provided by crunchbase