United States Job Openings

Capital One

Associate, Renewal Portfolio Administrator

Plano

FULL TIME

October 19, 2024

Plano 3 (31063), United States of America, Plano, Texas
Associate, Renewal Portfolio Administrator
Overview:
Small businesses are the backbone of America and a vital part of the economy as a whole. Their success is essential to economic growth and prosperity. We believe that confidence is the best business plan. Within Capital One’s Small Business Bank (SBB) division, we help our clients stand out with personalized advice and resources that can help them prepare for what’s next. We’ve helped over hundreds of thousands of business owners secure their finances, streamline their cash flow and save time on banking. We provide a variety of competitive savings, checkings, escrow, lending and treasury management products. This is supported by our mission to help small businesses succeed. Our clients aren’t just our clients—they’re our business partners.

Summary:
The Renewal Portfolio Administrator is an experienced individual responsible for outreach and engagement with our customers. The Renewal PA leads our annual review and loan renewal activities, engaging with our customers and internal partners on a regular basis. This position coordinates loan renewals, reviews customer-provided documentation for accuracy and compliance, and promotes a healthy ongoing relationship with customers who are required to have their loans reviewed annually. The PA2 ensures documentation provided by customers is accurate and in accordance with Bank policy and regulatory requirements while providing an exceptional customer experience.

General Responsibilities:
  • Conducts customer relationship management activities in support of both loan renewals and loan annual review processes.
  • Manages customer outreach to collect, validate, and process required documentation for annual review of loans by Underwriting team; Owns process steps for loan renewals including reviewing loan documentation to ensure eligibility for renewal.
  • Interacts with internal and external audiences that can include underwriters, relationship managers, customers, agent banks, attorneys, and insurance agents to ensure all conditions are met for loan renewals.
  • Regularly collaborates with teammates and key stakeholders across all levels of the company.
  • Leverages communication and customer relationship management skills to drive results.
  • Uses strong organizational experience 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.


Basic Qualifications:

  • High School Diploma, GED or Equivalent Certification or military experience
  • At least 3 years of experience in customer facing portfolio or relationship management

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

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

This role is hybrid meaning associates typically spend about half their time (2-3 days per week) in-person at one of our offices listed on this job posting. Monday and Fridays are enterprise- wide virtual work days. Tuesday, Wednesday and Thursday are in-person days for associates to spend time together working in our beautifully-designed team areas.


Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

This role is expected to accept applications for a minimum of 5 business days.
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 (including pregnancy, childbirth or related medical conditions), 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. 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 Recruiting Accommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com

Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.

Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
New Job Alerts
Carnegie Mellon University

Parking Security Officer - Facilites Management & Campus Services - Parking and Transportation Services

Pittsburgh

FULL TIME

November 14, 2024

View Job Description
Simply Right Inc.

Construction Cleaning Regional Manager

Salt Lake City

FULL TIME

November 14, 2024

View Job Description
Par Pacific

Process Safety Lead

Tacoma

FULL TIME

November 14, 2024

View Job Description
Par Pacific

Process Engineer

Newcastle

FULL TIME

November 14, 2024

View Job Description
Federal Bureau of Investigation

PARALEGAL SPECIALIST CDC

Anchorage

FULL TIME

November 14, 2024

View Job Description
Stellar Virtual

Secondary Teacher, Mathematics (Grades 6-12)

Indianapolis

FULL TIME

November 14, 2024

View Job Description
Uber

Senior Strategic Client Partner, Department of Defense - Uber for Business

Chicago

November 14, 2024

View Job Description
Children’s Hospital of Philadelphia

Clinical Research Coordinator - GI Nutrition

Philadelphia

FULL TIME

November 14, 2024

View Job Description
Ernest

Electrician

Miami

FULL TIME

November 14, 2024

View Job Description
Serco North America

DOL VETS TAP: Employment Facilitator (Part-time) - Fort Wainwright, AK

Fort Wainwright

PART TIME

November 14, 2024

View Job Description
Looking for similar job?
Boston Consulting Group

Associate, Experienced Hire, United States

Boston

FULL TIME

August 16, 2024

View Job Description
Pfizer

Associate, PX Operations

Tampa

FULL TIME

August 24, 2024

View Job Description
District Management Group

Associate, Consulting

Boston

FULL TIME

August 1, 2024

View Job Description
Capital One

Sr. Associate, Product Management - Card Data Now

Richmond

FULL TIME

August 29, 2024

View Job Description
Pfizer

Service Delivery Associate, GBS, Core HR Services

Tampa

FULL TIME

August 24, 2024

View Job Description
Equinox

Spa Desk Associate, Palo Alto

Palo Alto

PART TIME

August 30, 2024

View Job Description
See What’s New: Capital One Job Opportunities
Capital One

Senior Associate, Accounting - Retail Bank

Richmond

FULL TIME

November 9, 2024

View Job Description
Capital One

Compliance Transaction Tester II (Senior Associate)

Richmond

FULL TIME

November 9, 2024

View Job Description
Capital One

Compliance Advisory Specialist II

Richmond

FULL TIME

November 9, 2024

View Job Description
Capital One

Information Security Office (ISO) Product Security Risk Manager

McLean

FULL TIME

November 9, 2024

View Job Description
Capital One

Support Operations, Manager (People Leader)

McLean

FULL TIME

November 9, 2024

View Job Description
View More Jobs by Capital One
New Job Alerts
Carnegie Mellon University

Parking Security Officer - Facilites Management & Campus Services - Parking and Transportation Services

Pittsburgh

FULL TIME

November 14, 2024

View Job Description
Simply Right Inc.

Construction Cleaning Regional Manager

Salt Lake City

FULL TIME

November 14, 2024

View Job Description
Par Pacific

Process Safety Lead

Tacoma

FULL TIME

November 14, 2024

View Job Description
Par Pacific

Process Engineer

Newcastle

FULL TIME

November 14, 2024

View Job Description
Federal Bureau of Investigation

PARALEGAL SPECIALIST CDC

Anchorage

FULL TIME

November 14, 2024

View Job Description
Stellar Virtual

Secondary Teacher, Mathematics (Grades 6-12)

Indianapolis

FULL TIME

November 14, 2024

View Job Description
Uber

Senior Strategic Client Partner, Department of Defense - Uber for Business

Chicago

November 14, 2024

View Job Description
Children’s Hospital of Philadelphia

Clinical Research Coordinator - GI Nutrition

Philadelphia

FULL TIME

November 14, 2024

View Job Description
Ernest

Electrician

Miami

FULL TIME

November 14, 2024

View Job Description
Serco North America

DOL VETS TAP: Employment Facilitator (Part-time) - Fort Wainwright, AK

Fort Wainwright

PART TIME

November 14, 2024

View Job Description