Tracking Code 31036 Job Description The Portfolio Loan Administrators role is to collect current financial documentation, and information for the commercial lending portfolio. The position entails several aspects including, but not limited to, maintaining portfolio management loan files, managing the tax, UCC and insurance status of loans, collecting the required financial reporting information (annual and as needed), auditing loan origination files after closing, vault administration, and to provide support to portfolio management. Essential Duties and Responsibilities: Monitoring Duties: Ensure a current insurance certificate is in the file. Monitor property taxes. Check county websites or call county for amounts due, amounts paid, and verify owners name. Monitor/verify entity status. Reporting Duties: Update the pipeline report with the status of loans assigned. Attend weekly pipeline meeting Periodic Loan Review: Prepare/send letters, to collect financials, and loan covenants. Monitor status of collected information. Review received documentation as a first screen. Follow up as necessary to obtain complete information. Track information received using tickler system. Order third party reports as needed: appraisal, property inspection, credit reports, BPOs and others as requested. Print/file hard copy in loan file. Vault/Loan Closings: Track loan files (new funded, declines, PM, and origination files) Keep vault organized, and file documents in the correct section of the file, vault, and share drive. Prepare and pull files for audits. Perform Post-funding Audit of each file loan closing and confirm that necessary documentation is scanned and saved to the shared drive. Follow up with Loan Administrator for any outstanding items. Create Portfolio Management File for each loan after the loan closes. Monitor receipt of Title Policies, UCC Filings, original Deeds of Trust, and any post-funding trailing docs. Review Title Policies once received and follow up with Title Company to resolve any issues. Pull monthly payoff report, print payoff demands, file in loan file. Move the collateral file, origination file, and portfolio management file to payoff section in the vault. General for all: Place all received information into Portfolio Management files and scan/ save documents and communication into shared drive. Provide excellent member service for all incoming calls and communication regarding the status of loans in the portfolio. 4. Other duties as assigned. Required Skills Required Abilities Independent Thinking / Self-Initiative: Critical thinkers with ability to focus on things which matter most to achieving outcomes; Commitment to task to produce outcomes without direction and to find necessary resources Information Management: Ability to manage large amounts of complex information easily, communicates it clearly, and draws sound conclusions. Excellent verbal and written communication skills. Strong analytical skills and decisive decision-making skills. Analyze and solve problems Perform highly detailed work on multiple concurrent task Work under intensive deadlines Working Conditions: The employee works mostly under typical office conditions. Employee may be required to travel to work sites or other sites for meetings or inspections. Required Experience Minimum Education Bachelor degree or higher in a business related field, preferably finance or real estate. Must be diligent and organized. Minimum Experience and Qualifications One to three years of experience in administration. Organizational Skills Excellent presentation, listening, reading comprehension, and written communication skills. Proficient Microsoft Windows, Word, and Excel Job Location Manhattan Beach, California, United States Position Type Full-Time/Regular