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MERITRUST CREDIT UNION

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Commercial Portfolio Manager - Wichita, KS

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Description

POSITION SUMMARY:

Responsible for the administrative management of assigned commercial loan relationships, including maintaining complete and accurate credit files, monitoring covenant compliance, and supporting portfolio servicing activities. Serves as a resource to Business Loan Officers by coordinating documentation, borrower communication, and loan servicing to ensure alignment with internal policy and regulatory requirements.

ESSENTIAL FUNCTIONS:

  • Provide administrative management of assigned commercial loan relationships, ensuring credit files, covenants, and compliance requirements are accurate and current
  • Maintain ongoing communication with borrowers to obtain financial statements, tax returns, and required documentation
  • Coordinate preparation of materials for renewals, reviews, and loan servicing activities
  • Monitor loan portfolios for missing information, exceptions, and upcoming maturities, and escalate as appropriate
  • Support loan closing, servicing, and documentation processes to ensure completeness and accuracy
  • Assist in managing past due, maturing, and watch list credits in accordance with established procedures
  • Conduct or assist with collateral inspections and site visits, as needed
  • Partner with internal teams to support overall member relationship management
  • Manage and coordinate construction loan draw processes, including documentation collection, tracking, and communication with internal and external parties
  • Other job duties as assigned.
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