Associate, Renewal Portfolio Administrator

Full-time 2 views

In-House

Plano, TX, United States

Associate, Renewal Portfolio Administrator

Legal Staff

3-5 yrs required

Full-time

No

SEO Friendly Job Title: Associate, Renewal Portfolio Administrator H1: Join Our Team at Capital One as an Associate, Renewal Portfolio Administrator H2: Overview: - Small businesses are the backbone of America and a vital part of the economy as a whole. - Capital One's Small Business Bank (SBB) division helps clients with personalized advice and resources to prepare for the future. - Over hundreds of thousands of business owners have been helped by Capital One, ensuring their success and contributing to economic growth. - Our mission is to help small businesses succeed and our clients are also our business partners. H2: Summary: - The Renewal Portfolio Administrator is responsible for outreach and engagement with customers. - This experienced individual leads annual review and loan renewal activities, working closely with customers and internal partners. - The position coordinates loan renewals, reviews customer-provided documentation, and maintains a positive ongoing relationship with customers. - The PA2 ensures accuracy and compliance with Bank policy and regulatory requirements while providing exceptional customer experience. H2: General Responsibilities: - Conducts customer relationship management activities for both loan renewals and annual reviews. - Manages customer outreach to collect, validate, and process required documentation for annual review of loans. - Interacts with internal and external audiences to ensure all conditions are met for loan renewals. - Collaborates with teammates and key stakeholders across all levels of the company. - Uses strong organizational skills in a fast-paced, live operational environment. - Manages a workload that includes multiple tasks and applies judgment to resolve conflicting priorities. - Applies job knowledge and documentation expertise to support a diverse array of lending products. - Serves as a training resource for less experienced associates in the department. H2: Basic Qualifications: - High School Diploma, GED or Equivalent Certification. - At least 3 years of experience in customer facing portfolio or relationship management. H2: Preferred Qualifications: - Associates Degree in Accounting or Finance or Paralegal certification. - At least 1 year of experience in a consumer, mortgage, or commercial lending support role. - At least 1 year of experience in lending processes, loan principles and terminology related to banking laws and regulation. - At least 5 years of experience in customer facing portfolio or relationship management. H2: Benefits and Work Schedule: - Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. - Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. - This role is hybrid, with associates spending 3 days per week in-person at one of our offices. - Fridays are enterprise-wide virtual work days, while Monday, Tuesday, Wednesday and Thursday are in-person days for associates to work together in our beautifully-designed team areas. H2: Equal Opportunity Employer: - Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. - All qualified applicants will receive consideration for employment without regard to sex, race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. - Capital One promotes a drug-free workplace and will consider for employment qualified applicants with a criminal history in accordance with applicable laws. H2: Accommodations and Support: - If you require an accommodation during the application process, please or via email at . - Any information provided will be kept confidential and used only to provide needed reasonable accommodations. - For technical support or questions about Capital One's recruiting process, please send an email to . H2: Disclaimer: - Capital One does not provide, endorse, or guarantee third-party products, services, educational tools, or other information available through this site. - Capital One Financial is made up of several different entities, including Capital One Canada, Capital One Europe, and Capital One Philippines Service Corp. (COPSSC). Salary Information: Not mentioned in the job posting. Job Title: Associate, Renewal Portfolio Administrator Experience: At least 3 years of experience in customer facing portfolio or relationship management. Preferred qualifications include an Associates Degree in Accounting or Finance or Paralegal certification, and at least 5 years of experience in customer facing portfolio or relationship management.

Apply online through the Capital One Careers website.

Qualification and Experience High School Diploma, GED, or equivalent certification. Associates Degree in Accounting or Finance or Paralegal certification preferred.

Legal

Hiring Coordinator
Capital One Financial Corporation
7933 Preston Road
Plano, TX 75024-2359

Mar 11, 2025
Nov 26, 2024
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