Commercial Portfolio Specialist - Westchase District

Partners with VP Commercial Relationship Development Officer and Commercial Loan Support staff to proactively support existing member relationships and maintain the commercial loan portfolio. Responsible for gathering financial and general business information pertaining to existing relationships to facilitate Credit Underwriting completion of annual reviews, covenant compliance tests, and financial reporting compliance. The position requires a strong work ethic, the ability to prioritize and adapt to changing deadlines, excellent communication, and a desire to work in a team to support the overall success of the Credit Union. The Commercial Portfolio Specialist will perform additional assigned duties under general supervision of the VP Commercial Relationship Development.

• Conduct the preliminary review of the information obtained for reasonableness and gap check. Monitors tickler report, past due report, problem loan report, and watchlist report and suggests options to...