Alliant Credit Union · 22 hours ago
Senior Associate Portfolio Coordinator
Chicago, IL
Full-time
Hybrid
Entry, Mid Level
$58K/yr - $90K/yr
2+ years expAlliant Credit Union is seeking a Senior Associate Portfolio Coordinator for a hybrid role based at their Chicago Headquarters. The role involves monitoring and maintaining the Commercial Real Estate Lending book, ensuring compliance with regulatory standards, and performing asset and borrower reviews for the portfolio.
FinanceFinancial Services
Responsibilities
Analyze the database with current property and borrower information for each loan
Monitor, collect and review commercial insurance coverage for commercial portfolio. Manage the annual inspection for the commercial portfolio, by ordering, reviewing and escalating concerns
Manage and maintain annual financial reporting requirements and follow up with borrowers, guarantors, internal originators and underwriters
Work with outside loan servicer to ensure appropriate information is being updated on financial and covenant reporting
Provide accurate reporting and prepare portfolio reports for executive meetings. Engage with different teams and support the leaders in communicating initiatives, developing roadmaps and implementing improvements
Review pay-off letters for accuracy and ensure proper releases are crafted in-house or with outside legal counsel and delivered to the final destination for recording or filing
Supply regulators and auditors with requisite loan and portfolio-level information
Assist in the execution of participations, loan sales, loan pledging and assist leaders in designing and executing process efficiencies and automation across the platform
Determine stakeholders and groups impacted by projects and communicate objectives while determining stakeholder requirements
Create project timelines and report near and long-term actionable items
Liason with vendors and accounts payable for timely payments of 3rd parties
Ensure proper disposition after annual reviews, modifications, and work-related data to credit files as well as official documentation repository and loan servicer
Review of loan servicer work product for accuracy in reporting
Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives
Qualification
Required
4 Year Bachelors Degree in Business or Related
2 Years Commercial Real Estate, portfolio management or related
5 Years Commercial Real Estate, portfolio management or related (in lieu of education)
Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act
Ensures compliance with all applicable state and federal laws, company procedures and policies
Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts
Complies with Privacy Act directives
Benefits
Health care
Vision
Dental
401k with employer match
Annual performance bonus
Work from home up to 3 days a week
Paid parental leave
Employee discount programs
Time off including paid personal and sick days
11 paid holidays
Education reimbursement
Company
Alliant Credit Union
Alliant Credit Union is an Illinois-chartered credit union.
501-1000 employees
H1B Sponsorship
Alliant Credit Union 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 (6)
2024 (4)
2023 (11)
2022 (3)
2021 (4)
2020 (1)
Funding
Current Stage
Late StageLeadership Team
Mike Dobbins
Chief Executive Officer
Hector Crespo
SVP, Head of Marketing, Design, and Brand
Recent News
2026-01-06
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