Portfolio Management Associate
Start a Rewarding Career with Alliant
What will your day look like?
You will be responsible for a diverse range of duties under the umbrella of Portfolio Management which includes the monitoring, oversight and maintenance of the Commercial Lending book. The incumbent is expected to engage with the broader Commercial Lending Department as well as ALM, Credit Risk, Legal, Accounting, Loan Trading Desk and Technology. Resources to do the job require the ability to be extremely organized, detail-oriented, skilled at multi -tasking, proactive, analytically inclined, a great communicator, self-motivated and have a keen interest in learning all aspects of commercial real estate lending.
Responsibilities
Do you see yourself doing this?
- Promote and enhance a risk-aware culture by adhering to established standards and regulatory requirements
- Perform annual asset and borrower reviews
- Perform portfolio surveillance and early risk detection
- Maintain Commercial Lending’s database with current property and borrower information
- Provide timely and accurate reporting as requested
- Supply regulators and auditors with requisite loan and portfolio level information
- Assist in the execution of participations and loan sales
- Assist Supervisor, Portfolio Management to design and execute process efficiencies and automation across the Commercial Lending platform
- Support the Manager, Portfolio Risk and Operations and the Manager, Originations in communicating initiatives, developing roadmaps and implementing improvements
- 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
- Participate in special projects as assigned
Qualifications
What makes you a great fit?
You’ll be a great fit if in addition to the completion of a Bachelor’s in business or related field, required, and you have:
- General training and/or exposure to banking, financial sector, commercial real estate or an equivalent combination of training and education, preferred
- Proficient with Microsoft Office Suite including: Word, Excel, PowerPoint and Outlook
- Strong team player with demonstrated initiative
- Excellent customer service skills and focus
- Excellent organizational skills with ability to multitask in a fast-paced environment
- Strong written and oral communication skills
- Strategic thinker with proven analytical ability and has strong attention to detail
When you’re happy, we’re happy!
As a thank you for joining our team, you’ll benefit from:
- Competitive medical, dental, and free vision benefits
- Competitive compensation plan
- Contributions towards gym memberships
- Generous PTO and banking holidays off
Still not convinced?
We’re on the list of 100 Best Medium Companies to work for, check it out here. For more details you can also visit our Glassdoor and LinkedIn profiles.
Alliant Credit Union is proud to be an EEO/AA employer.