Dulles, Virginia
Mooreland, Oklahoma
Sewanee, Tennessee
Granby, Colorado
Posted: 15-Aug-23
Location: Dulles, Virginia
Type: Full Time
Categories:
Preferred Education:
Internal Number: 380
Join a member-driven leader in a fast-paced, challenging and collaborative environment with the shared mission of supporting America’s network of rural electric cooperatives. Since its formation in 1969, National Rural Utilities Cooperative Finance Corporation, or CFC, located in Dulles, Virginia, has provided capital and industry-leading financial products to more than 900 not-for-profit, consumer-controlled utility systems across the United States. Our exceptional team delivers the “CFC Difference” that encompasses our values of service, integrity and excellence in all our interactions.
CFC is looking for a Portfolio Support Specialist to join our Portfolio Management team. The Portfolio Support Specialist will be responsible for supporting post-origination account management and risk management activities of the portfolio management group.
As a Portfolio Support Specialist, you will:
• Carry out post-closing tasks related to loan syndications including, but not limited to, financial statement/compliance certificate downloads and tracking; advance input, rate and fee resets, fee tracking, L/C Exposure tracking, stop order input and maintenance.
• Prepare, review and analyze reports, including loan repricings and repayments, and ensure items are addressed in a timely fashion.
• Prepare member correspondence including those related to compliance, repricings/conversions, prepayments, forward rate locks, facility maturities/renewals
• Process loan advances including review of advance queue to ensure advances are approved and processed in a timely fashion.
• Monitor and assist with management of draw period end dates including stop order input and maintenance
• Perform data entry for risk ratings, audit reviews and rate changes including repricings and conversions.
• Execute compliance tracking including financial statements
• Assist with management of fee resets, letter of credit issuances, amendments
• Assist with letter of credit issuances, amendments and fee resets
• Assist with Partial Release process (collateral releases)
To be successful, you will need:
• Associate's degree in accounting, finance or related field or equivalent work experience.
• 3 years of relevant experience with a bank, financial institution or financial services company.
• Familiarity with Salesforce preferred.
• Process oriented with proven attention to detail, organization skills and able to work independently.
• Excellent PC skills and familiarity with standard office equipment.
• Strong analytical skills.
• Demonstrated ability to provide excellent Customer service to internal Customers.
• Knowledge of loan documentation, entity formation documents and financial institution/financial services policies and procedures.
• Ability to work in a fast-paced, dynamic environment.
• Effective interpersonal abilities and verbal and written communication skills.
• Ability to manage multiple tasks and prioritize.
We offer a comprehensive benefits package that includes annual incentive opportunities; an employer-paid pension plan; 401(k); medical, dental and vision insurance; a generous leave policy; onsite gym; and more—all in a friendly, professional work environment. For additional information, please visit our website at www.nrucfc.coop. CFC is an Equal Opportunity Employer committed to workforce diversity.
