Job Description

Portfolio Administration & Sales Support Specialist

The position's primary purpose is to lead their team and successfully assist the members of our growing community in meeting their financial needs and goals by offering them superior products and services. This is done by providing outstanding service to both internal and external members.

BrightStar Credit Union is seeking a Portfolio Administration & Sales Support Specialist to join our team at our Monterra location!

The Portfolio Administration & Sales Support Specialist will serve as a sales and support resource to the Commercial Lending Department, working closely with the Portfolio Manager and Commercial Support Specialist. Primarily, this role will ensure that our MBL Portfolio complies with our internal MBL Policy and NCUA policies, guidelines, and procedures.

What we can offer you:

Competitive Salary

Medical, Dental, Vision Benefits

Company Paid Life Insurance

Company-Paid Long Term Disability

Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)

401K Plan with generous matching

Paid Time Off - Vacation, Floating Holidays, Personal Days & Sick Time

Tuition Reimbursement Program

Advancement Opportunities - Career Development

Employee Assistance Program (EAP)

Health Advocate

BSCU Financial Discounts

Work-Life Balance

Wellness Program

Recognize and Reward Hard Work

Other Bonus Opportunities based on company performance


Major Duties & Responsibilities

  • MBL Portfolio Outreach with the purpose of completing periodic reviews and deepening relationships in an effort to deliver on our BRIGHT Service value proposition as well as uncover new opportunities
  • Serve as a branch and Member Service Center liaison to the Commercial Lending Department, assisting with branch service and sales inquiries
    1. Follow-up with in-branch/online inquiries to completion
  • Assist current members with service requests, as needed
  • On a daily, weekly, and monthly basis, track loan payments in order to effectively address any past-due loans
  • Create reports, as needed, for the Commercial Lending Manager, Business Loan Committee, Vice President of Lending, and Board of Directors
  • Review financial data and have a thorough understanding of the overall state of the portfolio
  • Prepare requests for required financial statements and proactively communicate with our members
    1. On-going communication with members, as well as underwriters and loan processors, in order to ensure reviews are completed in a timely manner
  • Establish memberships, maintain and evaluate new relationships for potential sales opportunities
  • Properly track loan covenants, property taxes, and insurance in order to ensure each relationship is compliant with the requirements of the loan agreement
  • Process less complex business loans, as needed, and work directly with loan processor and underwriter through analysis/Credit Approval Memorandum completion
  • Maintain knowledge with training:
    1. BSA Compliance – every employee is required to uphold the credit union’s compliance with the Bank Secrecy Act and anti-money laundering policies and procedures. Specific functions with BSCU will consider the awareness of unusual or suspicious activity that is relevant to the department.
    2. In addition to any other assigned training courses, online BSA and OFAC courses must be completed at least annually, as made available by the Training and/or Compliance Department.
    3. Maintains comprehensive knowledge of the Bank Secrecy Act, Customer Identification Program, USA Patriot Act, OFAC, Fair Lending and Credit Card Act.

Knowledge & Skill Requirements:

  • Display excellent written and verbal business communication skills.
  • Strong background in Microsoft Office, specifically Word, Excel, and PowerPoint.
  • Bachelor’s Degree with a concentration in a business-related field preferred
  • 2-3 Years of related work experience, at a minimum.
  • Prior work experience in a community bank or credit union is preferred.
  • Knowledge of Commercial Credit analysis with an enhanced focus on Commercial Real Estate.
  • Strong Organizational, Analytical, and Recordkeeping skills.
  • Effective time management skills.

Effective Interpersonal Skills:

A significant level of trust and diplomacy is required in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important, and fostering sound relationships with other entities (companies and/or individuals) is necessary.

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, feel, and talk or hear. The employee is frequently required to walk and reach with hands and arms. The employee is occasionally required to stand, stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

BrightStar Credit Union is an Equal Opportunity Employer. BrightStar Credit Union is a Drug-Free Workplace.

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

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