Role OverviewThe Portfolio Operations Associate is responsible for independently monitoring the receipt and performance of all insurance associated with the loan portfolio, identifying deviations from agreed-upon coverages, and taking remedial steps. The individual will work closely with a Loan Officer to assess client and collateral risk on the loan portfolio.
What You Will Do
Create insurance ticklers, monitor third-party tracking activities, send notifications to guarantors and insurance agents, and process insurance claims according to Bank policies and procedures.
Why It Might Be a Fit
The Portfolio Operations Associate will contribute to team efforts by accomplishing related results as needed, including special projects, and will be eligible to participate in the company's 401k plan, comprehensive insurance options, and other benefits.
Requirements
- Minimum two or more years' lending/insurance experience required
- High School diploma or equivalent required
- Associate's degree or higher preferred
- SBA lending experience preferred
- Advanced Excel spreadsheet skills are required
- Proven ability to use Microsoft Office Suite
- Ability to communicate orally and in writing in a professional manner
- Ability to work independently and collaboratively
- Ability to interface effectively and professionally with senior-level management
Benefits
- 401k plan with company match and immediate vesting
- Comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA)
- Adoption, surrogacy, and fertility assistance
- Paid parental leave and family support solutions
- Paid vacation days, holidays, and volunteer time off
- Tuition reimbursement
- Mentorship program
- Leadership development resources
- Access to LinkedIn Learning
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