Portfolio Operations Associate

The Portfolio Operations Associate is expected to independently monitor the receipt and performance of all insurance associated with the loan portfolio. This includes, but is not limited to, Property (Commercial and Residential), Master Condo, Business Personal Property, Liability, Liquor Liability, Professional Liability, Business Interruption, Worker’s Compensation, Life, Errors & Omissions, Disability, and Pollution Insurance.

The individual will identify deviations from the agreed-upon coverages and take the appropriate remedial steps. The Portfolio Operations Associate will work closely with a Loan Officer to assess client and collateral risk on the loan portfolio, which consists of SBA 7(a), 504, and Express loan programs, as well as conventional commercial loans...