CL Portfolio Admin 3
SunTrust - Richmond, VA

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Conduct portfolio management activities such as completing annual reviews and renewals, routine monitoring, reporting, and maintenance of active accounts in a centralized environment, in support of assigned portfolio

Level 3 Portfolio Administrator is a senior position, with focus on relationships of higher size, risk, complexity and/or industry specialization (which includes complex collateral monitoring)

Essential Functions

Conduct spreading, financial analysis and risk analysis necessary for annual reviews and renewals.

Monitor covenants, ticklers and risk ratings and escalate issue to Portfolio Managers as required.

Monitor and resolve exceptions such as missing financial statements, expiring facilities, lettering of credit and maturing loans, past due interest, principal and fees for loans.

Prepare and review modification requests to existing client credit facilities.

Ensure portfolios comply with internal audit and control requirements.

Monitor, calculate, and update borrowing base limits on appropriate systems of record to determine credit availability and ensure appropriate collateral coverage.


Minimum Requirements


Bachelor’s Degree or equivalent work experience


Knowledge of accounting


Foundational understanding of financial statement analysis and cash flows


Strong oral and written communication skills


Strong analytical and technical skills


Ability to analyze complex issues, identify and execute on practical solutions


Ability to interact with clients in a professional manner.


Minimum 3 years of experience in commercial portfolio administration or underwriting and/or 2 years of specialty experience.

Preferred Requirements


Experience with SBA (Small Business Association) loans.



Commercial Banking

Primary Location


VA-Richmond-Richmond OPC




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SunTrust Bank, Inc