Construction Portfolio Manager

The Construction Portfolio Manager role is a credit orientated position reporting to the Construction Portfolio Team Manager.

Construction Portfolio Managers work in support of the entire Construction Portfolio and are engaged with the full spectrum and types of construction projects underwritten and financed by Rockland Trust.

The Construction Portfolio Manager uses their analytical and risk management and administrative skills along with their general construction knowledge to assist the Construction Management Department in fulfilling its mission to oversee and manage the bank’s construction loan portfolio.

In this role, the Construction Portfolio Manager ensures that all construction projects are adequately funded, remain in scope, are on schedule, in balance, and that all construction loan advances are warranted by verified work in place.

Performance reviews are prepared by the Construction Portfolio Team Manager with input from the Senior Credit Officer overseeing the Construction Department.

Under the direction of the Construction Portfolio Team Manager, the Construction Portfolio Managers duties include:


* Learn and master Construct, the cloud based construction application housing all of our commercial & residential construction loans.  Review and set up small and large complex commercial loans on Construct, working with Loan Officers to ensure all documentation is in place so the draw process will run efficiently, and the borrowers receive their funds on a timely basis.

Create and maintain all Construct access ID’s, add new relationships and third party inspectors in Administration on Construct. 


* Provide operational oversight and monitoring of the entire construction portfolio to validate project status of each individual project and identify at-risk projects. 


* Manage, prioritize, and assign project inspections and project review workflows for the entire department, ensuring that positive customer experience is consistently maintained.


* Coordinate, manage and stage the Commercial Construction Management Department’s workflow cycle to specifically include: 1) Receipt and disposition of funding requisitions; 2) Enter draw requests on the Construct platform; 3) Assign and schedule field construction inspections; 4) Ensure that the Construct platform is kept updated; 5) Serve as primary contact between the Construction Management Department and Loan Operations to ensure all approved draw requests are funded timely & accurately.

Communicate approved advances to the borrower and/or Loan Officer.


* Analyze loan documentation as well as the construction documents, including the construction budget, to perform pre-closing reviews for Commercial construction projects.


* Coordination with third party inspectors, including review and approval of third-party feasibility and inspection reports.


* Approval of construction advances based on recommendation of third-party inspectors, Construction PM as...