Portfolio Administrator

Golden 1 Credit Union

Portfolio Administrator handling ongoing management of commercial loan processes. Responsible for borrower communication and documentation while working remotely in California.

Posted 8/1/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $75,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in commercial loan administration, including document preparation, compliance with lending requirements, and effective communication with borrowers. Proficient in managing multiple tasks while ensuring accuracy and attention to detail in financial documentation and reporting.

Highest-signal resume keywords

Commercial Loan AdministrationLoan DocumentationCommercial Real Estate KnowledgeAnalytical SkillsMember Service Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial Statement ReviewCredit Report AnalysisLoan Modification PreparationDocument IndexingAutomated Loan Origination System

Soft Skills

Oral CommunicationWritten CommunicationOrganizational SkillsAttention to DetailCollaboration

Tools & Technologies

Microsoft ProgramsTickler SystemLoan Origination Software

Industry Keywords

Commercial Lending RequirementsFederal and State LawsBorrowing Based LendingMulti-Phased ConstructionCollateral Properties

About the role

Key responsibilities & impact

Contact borrowers to obtain required documents for annual reviews, including financial statements, tax returns, rent rolls, and insurance documents.
Serve as the primary point 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.
Track outstanding borrower requirements and follow up to ensure timely completion.
Monitor insurance coverage, review policies for compliance, and request missing endorsements.
Order and track site inspections; review results and escalate issues when needed.
Monitor property tax payments and identify delinquencies.
Maintain and update the tickler system for reporting requirements, expirations, and renewals.
Ensure all documentation is accurately indexed and maintained in audit‑ready files.
Document borrower communications and task updates thoroughly.
Prepare loan modification packages, extensions, and related documentation.
Coordinate with underwriting, credit administration, and legal on modification accuracy.
Order third‑party services and submit invoices for processing.
Prepare reports as needed for lending operations.
Assist with audit and examination request submissions.
Assist with special projects and portfolio‑related tasks as assigned.

Requirements

What you’ll need

Bachelor’s degree or equivalent experience.
A minimum of five years experience in commercial loan administration and commercial loan documentation.
Maintain knowledge of commercial lending requirements, all commercial loan products, commercial loan fulfillment, credit union policies and all applicable federal and state laws and regulations.
Current working knowledge of Commercial Real Estate and Commercial 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 minimal supervision, and to meet deadlines and effectively adjust 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 system. Operate on standard Microsoft programs and other computer operations.
Demonstrated ability to work independently and interact 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.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Golden 1 Credit Union Website LinkedIn All Job Openings 1001 - 5000 employees Founded 1933 🏦 Banking 💸 Finance Banking
Finance Golden 1 Credit Union is a member-owned credit union headquartered in Sacramento, California. It provides retail and business banking and a wide range of consumer financial services, including multiple checking and savings options, term certificates and IRAs, mortgages and home equity products, auto and personal loans, credit cards, investing and wealth services, and insurance and protection options. The credit union emphasizes online and mobile banking tools, member rewards and cashback programs, financial education, community grants and scholarships, and partnerships (for example with the Golden 1 Center/Sacramento Kings). Portfolio Administrator 🔥 3 hours ago 🏄 California – Remote 💵 $75k - $90k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🖥️ Administration Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Contact borrowers to obtain required documents for annual reviews, including financial statements, tax returns, rent rolls, and insurance documents.
Serve as the primary point 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.
Track outstanding borrower requirements and follow up to ensure timely completion.
Monitor insurance coverage, review policies for compliance, and request missing endorsements.
Order and track site inspections; review results and escalate issues when needed.
Monitor property tax payments and identify delinquencies.
Maintain and update the tickler system for reporting requirements, expirations, and renewals.
Ensure all documentation is accurately indexed and maintained in audit‑ready files.
Document borrower communications and task updates thoroughly.
Prepare loan modification packages, extensions, and related documentation.
Coordinate with underwriting, credit administration, and legal on modification accuracy.
Order third‑party services and submit invoices for processing.
Prepare reports as needed for lending operations.
Assist with audit and examination request submissions.
Assist with special projects and portfolio‑related tasks as assigned. 🎯 Requirements
Bachelor’s degree or equivalent experience.
A minimum of five years experience in commercial loan administration and commercial loan documentation.
Maintain knowledge of commercial lending requirements, all commercial loan products, commercial loan fulfillment, credit union policies and all applicable federal and state laws and regulations.
Current working knowledge of Commercial Real Estate and Commercial 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 minimal supervision, and to meet deadlines and effectively adjust 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 system. Operate on standard Microsoft programs and other computer operations.
Demonstrated ability to work independently and interact 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. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Senior Snowflake Platform Administrator 🔥 9 hours ago Empower 10,000+ employees 💸 Finance 💳 Fintech 👥 B2C Website LinkedIn All Job Openings Senior Cloud Database Administrator managing the Snowflake platform within AWS cloud environments. Optimizing performance and security while collaborating with cross-functional teams. 🇺🇸 United States – Remote 💵 $114k - $165.3k / year ⏰ Full Time 🟠 Senior 🖥️ Administration 🦅 H1B Visa Sponsor Medicaid Claims Administration Coordinator – UM, UR, PA 🔥 12 hours ago Humana 10,000+ employees 🏥 Healthcare 🛡️ Insurance ⚕️ Healthcare Insurance Website LinkedIn All Job Openings UM Administration Coordinator contributing to utilization management for Humana's KY Medicaid plan. Performing varied administrative tasks and providing non-clinical support for members' treatment. 🇺🇸 United States – Remote 💵 $40k - $52.3k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level 🖥️ Administration 🚫👨‍🎓 No degree required 🦅 H1B Visa Sponsor Platform Administrator 🔥 16 hours ago Industrial Electric Mfg. (IEM) 1001 - 5000 🏭 Manufacturing ⚡ Energy 🔧 Hardware Website LinkedIn All Job Openings Platform Administrator managing portfolios of Field Service projects at IEM. Collaborating with Platform Managers and ensuring compliance and documentation integrity. 🇺🇸 United States – Remote 💵 $52k - $85k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level 🖥️ Administration Manager, Fund Administration – Investor Services 🔥 17 hours ago Juniper Square 201 - 500 💸 Finance 🏠 Real Estate ☁️ SaaS Website LinkedIn All Job Openings 🇺🇸 United States – Remote 💵 $95k - $120k / year 💰 $75M Series C on 2019-11 ⏰ Full Time 🟡 Mid-level 🟠 Senior 🖥️ Administration Professional Services Administrator 🔥 17 hours ago Axos Bank 1001 - 5000 🏦 Banking 💸 Finance 💳 Fintech Website LinkedIn All Job Openings Professional Services Administrator providing operational support for client services at Axos. Managing client interactions and administrative tasks with a focus on satisfaction and efficiency. 🇺🇸 United States – Remote 💵 $55k - $70k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level 🖥️ Administration 🦅 H1B Visa Sponsor View More Administrator Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course Remote Job Search MasterClass AI Apply Copilot OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs