Portfolio Associate

Portfolio Associate

EWB Fund Finance was founded in 2012 and has grown its loan portfolio to over $3.5 billion; it now banks over 400 individual client entities. The group has clients in every major pocket of capital the U.S., ranging in size from $100MM in AUM to over $100 billion. Fund Finance is the largest specialized industry group in the Bank.

We are currently seeking a Portfolio Associate in our Fund Finance banking group. The Portfolio Associate will work with and provide support to the team's Relationship Managers and Portfolio Managers to process transactions and to monitor and maintain the Fund Finance loan portfolio. Primary responsibilities include the review and processing of loan advances, the collection and tracking the receipt of required financial reporting, loan payment collection and processing, and assisting in the set up and maintenance of depository services.

Responsibilities

• Monitor and process loan advances
• Assist with portfolio management by monitoring reporting and compliance with established guidelines
• Monitor and process loan payments
• Provide account maintenance, research, work with BSA / Compliance on approval as needed
• Coordinate with internal departments to assist clients with problem-solving requests as needed
• Provide support for the set up and execution of cash management services and other related Bank products with the client
• Perform other administrative duties required for the maintenance of a portfolio of clients
• Perform other duties and special projects as needed

Qualifications

Compensation

The base pay range for this position is USD $24.00 / Hr. - USD $35.00 / Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.