AVP Portfolio Analytics (FT)

AVP Portfolio Analytics (FT) Westfield Bank

• 3.9 Springfield, MA Job Details Full-time $70,144.78
• $105,217.

17 a year 1 day ago Qualifications Productivity software

Full Job Description Job Title:

AVP, Portfolio Analytics Department:

Credit Administration Job Status:

Full Time FLSA Status:

Exempt Grade:

11

Amount of Travel:

Some Travel Reports To:

1st

VP, Credit Administration Positions Supervised:

Documentation Specialist, Portfolio Specialist, Senior Portfolio Analyst

POSITION SUMMARY

Under the guidance of the 1st VP, Credit Administration, the AVP, Portfolio Analytics is responsible for the internal loan review program and overseeing the day-to-day functions of the Portfolio and Document Specialists. Ensures that all policies, procedures and regulations are followed as they pertain to the department.

ESSENTIAL FUNCTIONS

Oversees the internal loan review process, ensuring the review program meets or exceeds regulatory guidance on an annual basis. Completes and documents loan review analyses on specific segments of the commercial loan portfolio that are strategically targeted to supplement external loan review. Guides, directs and develops training and work assignments of subordinates. Identifies weaknesses and coordinates training for staff as needed. Monitors the financial statement tickler process and assumes responsibility for the software utilized to maintain the ticklers. Makes appropriate recommendations to Management on changes, additions or replacement of system. Keeps abreast of all regulatory changes, internal policy and procedure updates. Strategize and update workflow procedures and technology to create efficiencies within the department. Assists in responding to requests of outside and inside auditors, examiners and external loan review. Performs Credit Administration related duties as needed. Must complete BSA, AML, and other Regulatory and Continuing Education as assigned. Must adhere to all bank and regulatory policies and procedures specific to position. Assumes additional responsibilities as requested.

POSITION QUALIFICATIONS

Competencies Decision Making/Judgment Leadership & Employee Development Management Effectiveness Planning Project Management Education/Experience/Skills & Abilities Bachelor's Degree or the equivalent work-related experience required. One to three years of management experience Knowledge of each operational aspect of the department. Excellent communication skills. Working knowledge of Microsoft Office required. Ability to organize, prioritize, delegate, meet deadlines and balance numerous tasks at the same time.

PHYSICAL DEMANDS

Physical Demands Lift/Carry Stand Occasionally 10 lbs or less Frequently Walk Occasionally 11

• 20 lbs Occasionally Sit Constantly 21
• 50 lbs Not Applicable Handling/Fingering Frequently 51
• 100 lbs Not Applicable Reach Outward Occasionally Over 100 lbs Not Applicable Reach Above Shoulder Occasionally Push/Pull Climb Occasionally 12 lbs or less Occasionally Crawl Not Applicable 13
• 25 lbs Occasionally Squat or Kneel Occasionally 26
• 40lbs Not Applicable Bend Occasionally 41
• 100 lbs Not Applicable N (Not Applicable) Activity is not applicable to this occupation. O (Occasionally) Occupation requires this activity up to 33% of the time (0-2.5+ hrs/day) F (Frequently) Occupation requires this activity from 33
• 66% of the time (2.

5-5.5+ hrs/day) C (Constantly) Occupation requires this activity more than 66% of the time (5.5+ hrs/day) Other Physical Requirements None Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.