Special Assets Portfolio Administrator jobs in United States
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EagleBank · 1 hour ago

Special Assets Portfolio Administrator

EagleBank is a values-driven organization focused on building meaningful relationships with customers, employees, and shareholders. The Special Assets Portfolio Administrator acts as a liaison between the bank and the customer, ensuring the processing and booking of loans and Letters of Credit, while providing support to Relationship Managers and various departments within the bank.

BankingFinancial Services

Responsibilities

The Special Assets Portfolio Administrator acts as a liaison between the bank and the customer to ensure the appropriate and expedient processing and booking of loans and Letters of Credit
The Portfolio Administrator also provides support to Relationship Managers with respect to day-to-day internal and external customer needs, and serves as a liaison between the line, the Loan Documentation Department, Funding Department, Accounting Department, Pre-Closing Department, Deposit Operations Department, Loan Exceptions Department, Loan Servicing Department and the Lending Departments of the Bank (CRE, C&I and Consumer)
Overall, the Portfolio Administrator provides administrative and clerical support to the Special Assets Department

Qualification

Commercial banking experienceCollateral documentationLoan documentationMS WordMS ExcelMS OutlookCustomer serviceRecords management systemOrganizational skillsCollaborative mindset

Required

H.S. Diploma or General Education Degree (GED)
3 years experience in a commercial banking environment to include collateral and loan documentation experience (ordering title work, UCC searches, surveys, flood determinations, tax service contracts, payoff letters, and insurance certificates)
Proficient in MS Word, Excel and Outlook

Preferred

Bachelor's Degree in Arts/Sciences (BA/BS) in business management, finance or related field
Good customer service
Strong organizational skills
Collaborative mindset with a commitment to contributing to team success
Working knowledge of records management system

Benefits

Maternity and parental leaves
Wellness discounts
Healthcare premium sharing
Employer funding in your HSA account
100% 401(k) matching up to 4%

Company

EagleBank

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EagleBank is a local community business bank with 12 branches and 4 regional offices in Maryland, Northern Virginia and Washington, DC.

Funding

Current Stage
Public Company
Total Funding
$77.7M
2024-09-30Post Ipo Debt· $77.7M
2016-07-26Post Ipo Debt
1998-06-09IPO

Leadership Team

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Susan Riel
Chair, President and Chief Executive Officer
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Evelyn Lee
CLO for C&I
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Company data provided by crunchbase