FAQs
What are the primary responsibilities of a Commercial Banking Portfolio Coordinator?
The primary responsibilities include reviewing credit information, responding to customer inquiries, performing credit investigations, ensuring credit files are current, and interacting with team members to review processes related to providing credits.
What qualifications are required for this position?
A minimum of 2+ years of financial analysis experience is required, which can be demonstrated through work experience, training, military experience, or education.
What are some of the desired qualifications for the Commercial Banking Portfolio Coordinator role?
Desired qualifications include stakeholder/client management skills, strong analytic skills, attention to detail, the ability to multi-task, and flexibility to work in different shifts.
Will I need to prepare financial statements as part of my role?
Yes, you will be responsible for preparing projected financial statements as per the relationship manager's requirements.
Is teamwork emphasized in this position?
Yes, the role requires the ability to succeed in a team environment and contribute toward achieving team goals.
Are there any specific skills required for the role?
Strong knowledge of accounting and finance, industry analysis, superior business writing, and good communication skills are essential for this position.
How will I be expected to handle noncompliant issues?
You will receive direction from the Commercial Banking Portfolio Management supervisor and should escalate any noncompliant issues appropriately.
Can the role involve mentorship responsibilities?
Yes, the position may include acting as a coach or mentor to facilitate learning from experiences within the team.
What is the expected work environment for this position?
The work environment prioritizes a strong customer relationship while maintaining a risk-mitigating and compliance-driven culture.
When does the job posting end?
The job posting is currently set to end on 12 Feb 2025, but may come down early due to the volume of applicants.