Business Service Operations - Portfolio Administrator

About this role

TITLE: PORTFOLIO ADMINISTRATOR


STATUS: EXEMPT


REPORT TO: MANAGER – COMMERCIAL UNDERWRITING


DEPARTMENT: BUSINESS SERVICES OPERATIONS


JOB CODE: 11985


PAY RANGE: $77,500.00 - $90,000.00 ANNUALLY
General Description
The Portfolio Administrator is responsible for the administration and ongoing management of the Commercial loan review process, including documentation intake, member communication, file creation and maintenance, data input, and tracking. The Portfolio Administrator will independently manage financial document collection, insurance compliance, credit refreshes, property tax monitoring, and loan modification preparation. This role requires exceptional organizational ability, strong analytical skills, professional communication, and sound judgment


TASKS, DUTIES, FUNCTIONS

• 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 servic...