Portfolio Admin, Principal Coord

Plano 2 (31062), United States of America, Plano, Texas

At Capital One, we're building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the advocacy they exhibit. We are succeeding because they are succeeding.

Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We believe that innovation is powered by perspective and that teamwork and respect for each other lead to superior results. We elevate each other and obsess about doing the right thing. Our associates serve with humility and a deep respect for their responsibility in helping our customers achieve their goals and realize their dreams. Together, we are on a quest to change banking for good.

Portfolio Admin, Principal Coord


The Portfolio Administrator position supports the Portfolio Management process by actively collecting financial statements and assisting in the Annual Review and Interim Assessment processes for Small Business Banking customers with up to $5MM in aggregate exposure. The position works closely with customers, field personnel, and other operational sections of the bank to produce efficient and accurate service and maintenance of the Small Business loan portfolio.

Responsibilities include but are not limited to:

  • Contacting customers by approved methods (phone, email, mail, fax) in accordance to customer service standards
  • Collecting and directing the flow of financial reporting and loan requirements for Annual Reviews and Interim Assessments
  • Contributing to the portfolio review process by obtaining appropriate documentation and keeping credit files up to date
  • Initiating amendments for loan modifications and extensions
  • Monitoring reporting to ensure timely collection of requirements and completion of credit action in order to minimize financial reporting delinquencies
  • Maintaining the document tracking program with up to date financial information and ensuring that accurate notifications are sent to the customers.
  • Ensuring that the Annual Review/Interim Assessment package (including all supporting information and documentation) is complete
  • Working knowledge of Capital One credit policy, compliance standards, and regulatory requirements
  • Facilitating renewal processes for ACH's
  • Additional assignments may include special projects and various administrative duties

Basic Qualifications:

  • High School Diploma, GED, equivalent certification, or military experience
  • At least 1 year of customer service experience

Preferred Qualifications:

  • 1 year of Banking experience
  • 3 years of customer service experience
  • Bachelor's Degree in General Business, Finance, or Accounting

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

No agencies please. 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, physical and mental disability, genetic information, marital status, sexual orientation, gender identity/assignment, citizenship, pregnancy or maternity, protected veteran status, or any other status prohibited by applicable national, federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at

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