Small Business Portfolio Management Specialist

Northwest Bank

Portfolio Management Specialist providing administrative support for Small Business loans at Northwest. Ensuring compliance, tracking financial data, and enhancing client relationships through excellent service.

Posted 7/18/2026full-timeBuffalo • New York • 🇺🇸 United StatesMid-LevelSenior💰 $26 - $31 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in managing Small Business loan portfolios, including oversight of delinquency, modifications, and reporting. Proficient in utilizing core banking systems and ensuring data integrity while providing exceptional client service.

Highest-signal resume keywords

Small Business Loan ManagementCore Banking Systems ExperienceData Integrity MonitoringClient Service ExcellenceFinancial Statement Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan Portfolio ManagementFinancial Statement CollectionPipeline MonitoringReport GenerationLoan Modifications CoordinationDelinquency OversightCollateral ManagementInsurance Policy UpdatesData ReconciliationBusiness Banking Operations

Soft Skills

Detail OrientedTeam OrientedProblem ResolutionEffective CommunicationMultitasking Ability

Tools & Technologies

AbrigoNautilusSignatureLoan Origination SystemsShared Drives

Industry Keywords

Small Business Loan ProductsBusiness BankingFinancial ServicesLoan ProcessingClient Experience

About the role

Key responsibilities & impact

Provide administrative support to Retail Small Business leadership and relationship managers in the management of the Small Business loan portfolio
Tracking, requesting, collecting and imaging financial statement/information required from borrowers
Oversight and outreach on delinquency, managing maturing loans, submitting and facilitating modifications, assisting with portfolio transfers
Generating, distributing and/or validating reports, pipeline monitoring and ensuring data integrity
Work with on-site equipment
Coordinate modifications as needed, including submission into LOS and facilitating through closing
Compile and communicate loan management reports on a timely basis
Run and Reconcile portfolio reports (past due, upcoming maturities, financial statements) and escalate items requiring attention
Assist in the management and maintenance of collateral requirements, including ensuring timely insurance policy updates
Service client needs, including prompt responses to inquiries and resolution of problems to promote an exceptional client experience

Requirements

What you’ll need

High School Diploma required
Bachelor's Degree Business, Finance or equivalent preferred
3 - 5 years Business banking operations, processing, or administration experience preferred
3 - 5 years Experience with core banking/loan origination systems preferred
Must be detail oriented and team oriented with ability to monitor and manage multiple responsibilities simultaneously
Knowledge of computer systems and software including Abrigo, Nautilus, Signature and shared drives
Understanding of Small Business loan products

Benefits

Comp & perks

competitive compensation
professional development opportunities