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$26/hr–$31/hr
Full-time
high school, bachelor degree
Posted 22d ago
~40 hrs/week
Responsibilities
Provide administrative support to Small Business leadership by managing loan portfolios, tracking financial statements, and monitoring delinquencies. Partner with credit, operations, and compliance teams to ensure portfolio quality and maintain high customer service standards.
Requirements
Requires a high school diploma, with a bachelor's degree in Business or Finance preferred. Candidates should have 3-5 years of experience in business banking operations and proficiency with loan origination systems like Abrigo.
Full job description
NY0705 NY Region Business Office
Job Description
The Portfolio Management Specialist is responsible for providing administrative support to Retail Small Business leadership and relationship managers in the management of the Small Business loan portfolio. Functions include tracking, requesting, collecting and imaging financial statement/information required from borrowers and adhering to required due dates, oversight and outreach on delinquency, managing maturing loans, submitting and facilitating modifications, assisting with portfolio transfers, generating, distributing and/or validating reports, pipeline monitoring and ensuring data integrity. This role partners with relationship managers, credit, operations and compliance to maintain portfolio quality and customer service standards.
Essential Functions
Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
Track, request, and collect financial statements within defined timeframes
Oversight and outreach on past due payments
Coordinate modifications as needed, including submission into LOS and facilitating through closing
Compile and communicate loan management reports on a timely basis
Run and Reconcile portfolio reports (past due, upcoming maturities, financial statements) and escalate items requiring attention
Assist in the management and maintenance of collateral requirements, including ensuring timely insurance policy updates
Service client needs, including prompt responses to inquiries and resolution of problems to promote an exceptional client experience
Support relationship managers to ensure the management of their portfolios are timely, accurate and in conformity with loan terms or policy requirements
Deep understanding of Abrigo for full use of functionality appropriately and to update data fields as required
Establish and maintain appropriate files and records for loan documents as required
Serve as a liaison with other departments/vendors/auditors as needed
Serve as office manager if required
Ensure document/data integrity, including identifying gaps or issues; coordinates corrective actions with operations, credit, and other business partners
Knowledge of loan documentation
Cultivate relationships with small business clients
Maximize technology tools available
Develop use of small business related software
Ensure conformity to loan terms
Recommend improvements to procedures
Recommend service and delivery enhancements
Qualifications
High School Diploma required
Bachelor's Degree Business, Finance or equivalent preferred
3 - 5 years Business banking operations, processing, or administration experience preferred
3 - 5 years Experience with core banking/loan origination systems preferred
Must be detail oriented and team oriented with ability to monitor and manage multiple responsibilities simultaneously
Knowledge of computer systems and software including Abrigo, Nautilus, Signature and shared drives
Understanding of Small Business loan products
The pay range for this position is generally $26 - $31 per hour. Actual pay is based on various factors including but not limited to the successful candidate’s experience, skills, and knowledge.
#LI-MM1
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Related keywords
Small Business LoansPortfolio ManagementAbrigoNautilusSignatureLoan Origination SystemsBusiness BankingFinancial StatementsLoan ModificationsCollateral RequirementsComplianceData IntegrityCreditBanking Operations
Northwest Bank is a privately held community bank dedicated to serving the unique needs of businesses across Washington, Oregon, Idaho, and Utah. Our experienced bankers provide customized financial solutions paired with exceptional customer service built on relationships, responsiveness, and trust.
We believe banking works best as a partnership. That starts with taking the time to understand your business, goals, and long-term vision. From there, we develop tailored solutions designed to support your success — and remain alongside you every step of the way.
Trust and financial strength matter when choosing a banking partner. Northwest Bank is recognized as one of the best-capitalized banks in the nation and has earned 5-Star “Superior” ratings from both BauerFinancial® and Bankrate.com’s Safe and Sound® ratings service.
Founded in 2008, Northwest Bank serves clients throughout the Boise, Coeur d'Alene, Portland, Seattle, and Salt Lake City metropolitan markets.
Northwest Bank: Experienced Bankers. Exceptional Service. Creative Solutions.
Member FDIC
Equal Housing Lender
Offices: 1750 West Front St. Suite 150, Boise, ID 83702, US · 1745 W. Tilford Lane, Coeur d'Alene, ID 83814, US · 4900 Meadows Rd. Suite 410, Lake Oswego, OR 97035, US · 925 4th Avenue, Suite 100, Seattle, WA 98104, US · 6985 S Union Park Center, Cottonwood Heights, Utah 84047, US
Commercial & Industrial LendingCommercial Real Estate LendingTreasury ManagmentProperty ManagementMedical & DentalHOAProfessional ServicesHomeowners AssociationEscrowOpportunity Zone Funds
Based on 980 listings with disclosed salaries, most administrative jobs in Ohio pay between $45k–$88k per year. Individual offers vary with seniority, company size, and specialization.
How many Administrative jobs are open in Ohio right now?
There are currently 9,300 open administrative positions in Ohio listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Administrative roles in Ohio?
Companies currently hiring include Bon Secours Mercy Health, University Hospitals, TriHealth, Nationwide Children's Hospital, Circle K, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Administrative jobs in Ohio?
Yes — 1008 of the 9300 open administrative positions offer remote or hybrid work (342 remote, 666 hybrid).
How do I apply for Administrative jobs in Ohio?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.