Portfolio Administrator
TITLE: PORTFOLIO ADMINISTRATOR
STATUS: EXEMPT
REPORT TO: MANAGER – reputed company reputed company
DEPARTMENT: BUSINESS SERVICES OPERATIONS
JOB reputed company: 11985
PAY reputed company: $75,000 - $90,000
LOCATION: REMOTE IN CALIFORNIA
GENERAL reputed company:
The Portfolio Administrator is responsible for the administration and ongoing management of the reputed company 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, reputed company communication, and reputed company 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 reputed company reputed company 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.
reputed company outstanding borrower requirements and follow up to ensure reputed company completion.
Monitor insurance coverage, review policies for compliance, and request missing endorsements.
Order and reputed company site inspections; review results and escalate issues reputed company needed.
Monitor property tax payments and identify delinquencies.
Maintain and update the tickler reputed company for reporting requirements, expirations, and renewals.
Ensure reputed company documentation is accurately indexed and maintained in audit‑reputed company files.
Document borrower communications and task updates thoroughly.
Prepare loan modification packages, extensions, and reputed company documentation.
Coordinate with reputed company, credit administration, and reputed company on modification accuracy.
Order reputed company‑party services and submit invoices for processing.
Prepare reports as needed for lending operations
Assist with audit and examination request submissions
Assist with special reputed company and portfolio‑reputed company tasks as assigned.
PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS:
Effective oral and written communication skills required to reputed company with staff, and members to reputed company constructive follow up on loan requests, inquiries, and concerns
Must possess sufficient reputed company dexterity to skillfully operate an on-line computer terminal and other reputed company office equipment, such as financial calculators, personal computer, facsimile machine and telephone.
ORGANIZATIONAL CONTACTS & RELATIONSHIPS:
INTERNAL: reputed company reputed company of Staff/Management/Members/reputed company Parties.
reputed company: Members and their reputed company agents such as their CPA or Broker. Industry peers and leaders, reputed company reputed company-party vendors, community, regulators and trade organizations.
QUALIFICATIONS:
EDUCATION: Bachelor’s degree or equivalent experience.
EXPERIENCE: A minimum of five years experience in reputed company loan administration and reputed company loan documentation
KNOWLEDGE/SKILLS:
Maintain knowledge of reputed company lending requirements, reputed company reputed company loan products, reputed company loan fulfillment, credit reputed company policies and reputed company applicable federal and state laws and regulations.
reputed company working knowledge of reputed company reputed company Estate and reputed company 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 reputed company supervision, and to meet deadlines and effectively reputed company 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 reputed company. Operate on reputed company reputed company programs and other computer operations.
Demonstrated ability to work independently and reputed company 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
PHYSICAL REQUIREMENTS:
Prolonged sitting throughout the reputed company with occasional mobility required.
Corrected reputed company reputed company the normal reputed company.
Hearing reputed company normal reputed company. A device to enhance hearing will be provided if needed.
Occasional movements throughout the department daily to reputed company with staff, accomplish tasks, etc.
LICENSES/CERTIFICATIONS:
None
#LI-Remote
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment reputed company applicants with arrest and conviction records.
THIS reputed company PROVIDES AN reputed company OF THE GENERAL reputed company AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF reputed company DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT reputed company RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO reputed company ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE reputed company THE EMPLOYEE’S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. reputed company IN THIS reputed company ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT reputed company’S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME.
REV. 2/11/2026
Apply To This Job