Portfolio Administrator

🔥 1 hour ago

🏄 California – Remote

🏄 California – Remote

💵 $75k - $90k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🖥️ Administration

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Golden 1 Credit Union

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1933

🏦 Banking

💸 Finance

Banking • Finance

Golden 1 Credit Union is a member-owned credit union headquartered in Sacramento, California. It provides retail and business banking and a wide range of consumer financial services, including multiple checking and savings options, term certificates and IRAs, mortgages and home equity products, auto and personal loans, credit cards, investing and wealth services, and insurance and protection options. The credit union emphasizes online and mobile banking tools, member rewards and cashback programs, financial education, community grants and scholarships, and partnerships (for example with the Golden 1 Center/Sacramento Kings).

📋 Description

• Contact borrowers to obtain required documents for annual reviews, including financial statements, tax returns, rent rolls, and insurance documents. • Serve as the primary point of contact for borrower questions and information requests. • Review submitted borrower documents for accuracy, completeness, and additional needs. • Pull and review credit reports to support ongoing risk monitoring. • Track outstanding borrower requirements and follow up to ensure timely completion. • Monitor insurance coverage, review policies for compliance, and request missing endorsements. • Order and track site inspections; review results and escalate issues when needed. • Monitor property tax payments and identify delinquencies. • Maintain and update the tickler system for reporting requirements, expirations, and renewals. • Ensure all documentation is accurately indexed and maintained in audit‑ready files. • Document borrower communications and task updates thoroughly. • Prepare loan modification packages, extensions, and related documentation. • Coordinate with underwriting, credit administration, and legal on modification accuracy. • Order third‑party services and submit invoices for processing. • Prepare reports as needed for lending operations. • Assist with audit and examination request submissions. • Assist with special projects and portfolio‑related tasks as assigned.

🎯 Requirements

• Bachelor’s degree or equivalent experience. • A minimum of five years experience in commercial loan administration and commercial loan documentation. • Maintain knowledge of commercial lending requirements, all commercial loan products, commercial loan fulfillment, credit union policies and all applicable federal and state laws and regulations. • Current working knowledge of Commercial Real Estate and Commercial and Industrial lending. • Exceptional member service and member relations skills. • Exceptional oral and written communication skills. • Ability to manage multiple tasks and demands, to work independently with minimal supervision, and to meet deadlines and effectively adjust to changing priorities. • Excellent analytical, organizational skills and attention to detail. • Ability to calculate figures and amounts. • Understand the use of the automated loan origination system. Operate on standard Microsoft programs and other computer operations. • Demonstrated ability to work independently and interact collaboratively and cultivate partnerships across the organization. • Ability to effectively communicate policy/procedures to staff to assist the supervisor and/or manager with training. • Excellent loan administration experience with knowledge of letters of credit, borrowing based lending, multi-phased construction, and multiple collateral properties.