AVP Portfolio Analytics (FT)

AVP Portfolio Analytics (FT)

Springfield, MA

Job Title: AVP, Portfolio Analytics Department: Credit Administration Job Status: Full Time FLSA Status: Exempt Grade: 11 …","html_description":"

Job Title: AVP, Portfolio Analytics

Department: Credit Administration

Job Status: Full Time

FLSA Status: Exempt

Grade: 11

Amount of Travel: Some Travel

Reports To: 1st VP, Credit Administration

Positions Supervised: Documentation Specialist, Portfolio Specialist, Senior Portfolio Analyst

POSITION SUMMARY

Under the guidance of the 1st VP, Credit Administration, the AVP, Portfolio Analytics is responsible for the internal loan review program and overseeing the day-to-day functions of the Portfolio and Document Specialists. Ensures that all policies, procedures and regulations are followed as they pertain to the department.

ESSENTIAL FUNCTIONS

• Oversees the internal loan review process, ensuring the review program meets or exceeds regulatory guidance on an annual basis.
• Completes and documents loan review analyses on specific segments of the commercial loan portfolio that are strategically targeted to supplement external loan review.
• Guides, directs and develops training and work assignments of subordinates.
• Identifies weaknesses and coordinates training for staff as needed.
• Monitors the financial statement tickler process and assumes responsibility for the software utilized to maintain the ticklers. Makes appropriate recommendations to Management on changes, additions or replacement of system.
• Keeps abreast of all regulatory changes, internal policy and procedure updates.
• Strategize and update workflow procedures and technology to create efficiencies within the department.
• Assists in responding to requests of outside and inside auditors, examiners and external loan review.
• Performs Credit Administration related duties as needed.
• Must complete BSA, AML, and other Regulatory and Continuing Education as assigned.
• Must adhere to all bank and regulatory policies and procedures specific to position. Assumes additional responsibilities as requested.

POSITION QUALIFICATIONS

Competencies

• Decision Making/Judgment
• Leadership & Employee Development
• Management Effectiveness
• Planning
• Project Management

Education/Experience/Skills & Abilities

• Bachelor's Degree or the equivalent work-related experience required.
• One to three years of management experience
• Knowledge of each operational aspect of the department.
• Excellent communication skills.
• Working knowledge of Microsoft Office required.
• Ability to organize, prioritize, delegate, meet deadlines and balance numerous tasks at the same time.

PHYSICAL DEMANDS

Physical Demands

Lift/Carry

Stand Occasionally

10 lbs or less Frequently

Walk Occasionally

11 - 20 lbs Occasionally

Sit Constantly

21 - 50 lbs Not Applicable

Handling/Fingering Frequently

51 - 100 lbs Not Applicable

Reach Outward Occasionally

Over 100 lbs Not Applicable

Reach Above Shoulder Occasionally

Push/Pull

Climb Occasionally

12 lbs or less Occasionally

Crawl Not Applicable

13 - 25 lbs Occasionally

Squat or Kneel Occasionally

26 - 40lbs Not Applicable

Bend Occasionally

41 - 100 lbs Not Applicable

N (Not Applicable) Activity is not applicable to this occupation.

O (Occasionally) Occupation requires this activity up to 33% of the time (0-2.5+ hrs/day)

F (Frequently) Occupation requires this activity from 33%-66% of the time (2.5-5.5+ hrs/day)

C (Constantly) Occupation requires this activity more than 66% of the time (5.5+ hrs/day)

Other Physical Requirements

None

Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

","url":"/job/1032038/avp-portfolio-analytics-ft","joblink_url":"https://westfield-bank.checkwritersrecruit.com/job/1032038/avp-portfolio-analytics-ft","posted_at":"2026-06-11T12:15:39-04:00","location":"Springfield, MA","location_info":{"country":"US","address":"1500 Main Street","city":"Springfield","state":"MA","zipcode":"01115"},"job_code":"1000919","category":null,"enable_application_address_completion?":true,"allow_job_board_applications":false,"collect_linkedin_profile?":true,"is_address_enabled?":true,"is_address_required?":true,"show_contact_preference?":true,"resume_upload_enabled?":true,"resume_upload_required?":true,"coverletter_upload_enabled?":false,"coverletter_upload_required?":false,"other_upload_enabled?":true,"referral_required?":true,"referral_options":["WB Employee","Facebook","Indeed","Friend/Colleague","Glassdoor.com","LinkedIn","MassLive","SimplyHired","ZipRecruiter","Other Website"],"disclosure_agreement":"

We are an Equal Opportunity Employer. We will consider applicants for this position without regard to any category protected by applicable federal, state or local law, including but not limited to: race, color, religion, sex, national origin, age, physical or mental disability, genetic information, veteran status or uniformed service member status.

I certify that the facts set forth in this employment application and attached application materials including but not limited to my resume, are complete, true and accurate to the best of my knowledge. I understand that any falsification, misrepresentation, or omission of any information may result in disqualification from consideration for this position or if hired, disciplinary action up to and including discharge.

I understand that as part of the hiring process and where permitted by federal, state, and; or local law the company may wish to obtain "consumer reports" as part of a background investigation. If applicable and permitted by law, I understand the company will provide me with separate written notification of this intent and I agree to complete any requisite authorization forms.

THIS COMPANY IS AN AT-WILL EMPLOYER AS ALLOWED BY APPLICABLE STATE LAW. IF HIRED, I UNDERSTAND THIS MEANS THAT EITHER THE COMPANY OR I MAY TERMINATE THE EMPLOYMENT RELATIONSHIP AT ANY TIME, FOR ANY REASON, WITH OR WITHOUT NOTICE OR CAUSE. FURTHER, NO EMPLOYEE OR REPRESENTATIVE OF THE COMPANY IS AUTHORIZED TO ENTER INTO AN AGREEMENT, EXPRESS OR IMPLIED, WITH ME OR ANY OTHER APPLICANT FOR EMPLOYMENT FOR A SPECIFIED PERIOD OF TIME UNLESS SUCH AN AGREEMENT IS IN A WRITTEN CONTRACT SIGNED BY THE PRESIDENT OF THE COMPANY.

I authorize the company to confirm all statements in this application and; or on my resume as it relates to the position and to the extent permitted by applicable law. I hereby release the company and its authorized representatives to verify all information provided by me. I authorize any party contacted by this employer including persons, schools, organization or former employers to disclose such information from any liability, claims, charges or causes of action which may result of the delivery or disclosure of requested information.

I have read all of the information contained in this candidate profile.

","captcha_enabled?":false,"remote":false,"max_salary":{"amount":"105217.17","currency":"USD"},"min_salary":{"amount":"70144.78","currency":"USD"},"pay_frequency":"annually","show_remote_in_location":true,"hidden?":false,"questions":[{"table":{"id":8330287,"option_type":"yes-no","question":"Are you legally authorized to work in the United States without sponsorship?","required?":true,"flags":null,"options":["Yes","No"]}},{"table":{"id":8330288,"option_type":"yes-no","question":"Are you at least 18 years of age or older?","required?":true,"flags":null,"options":["Yes","No"]}},{"table":{"id":8330289,"option_type":"yes-no","question":"As a condition of employment, are you willing to submit to a background check and credit check? Please note, a history of collections charge offs or bankruptcy may hinder the ability to move forward with your application. ","required?":true,"flags":null,"options":["Yes","No"]}},{"table":{"id":8330290,"option_type":"multiple-choice","question":"If offered employment with our company, how much notice do you need to provide your current employer?","required?":true,"flags":null,"options":["Available Immediately","1 week","2 weeks","More than 2 weeks"]}},{"table":{"id":8330291,"option_type":"multiple-choice","question":"Select the answer that describes the best time that we can reach you?","required?":true,"flags":null,"options":["Mornings before noon","Afternoons between 12-5pm","Weekends","Anytime"]}},{"table":{"id":8330292,"option_type":"yes-no","question":"Have you applied for a position previously with Westfield Bank?","required?":true,"flags":null,"options":["Yes","No"]}},{"table":{"id":8330293,"option_type":"essay","question":"If you were referred by a current WB Employee, what is the name of the person who referred you?","required?":false,"flags":null,"options":[]}},{"table":{"id":8330294,"option_type":"essay","question":"Do you require any time off within the first 6 months of hire?","required?":true,"flags":null,"options":[]}}]}},"labelTranslations":{"back_to_jobs":"Back to Jobs","apply_for_this_position":"Apply for this Position","back_to_wl_jobs":"All Jobs at Checkwriters Recruit"},"lang":"en","recaptchaSiteKey":"6Le5hLsSAAAAAE43yKMBj3XR8Ox2GNeDD4VYZx_5","showGDPRDisclosure":true,"showNotify":true,"showReferral":true,"source":null,"widgetMode":null,"showBackButtons":true}">

Job Title: AVP, Portfolio Analytics

Department: Credit Administration

Job Status: Full Time

FLSA Status: Exempt

Grade: 11

Amount of Travel: Some Travel

Reports To: 1st VP, Credit Administration

Positions Supervised: Documentation Specialist, Portfolio Specialist, Senior Portfolio Analyst

POSITION SUMMARY

Under the guidance of the 1st VP, Credit Administration, the AVP, Portfolio Analytics is responsible for the internal loan review program and overseeing the day-to-day functions of the Portfolio and Document Specialists. Ensures that all policies, procedures and regulations are followed as they pertain to the department.

ESSENTIAL FUNCTIONS

• Oversees the internal loan review process, ensuring the review program meets or exceeds regulatory guidance on an annual basis.
• Completes and documents loan review analyses on specific segments of the commercial loan portfolio that are strategically targeted to supplement external loan review.
• Guides, directs and develops training and work assignments of subordinates.
• Identifies weaknesses and coordinates training for staff as needed.
• Monitors the financial statement tickler process and assumes responsibility for the software utilized to maintain the ticklers. Makes appropriate recommendations to Management on changes, additions or replacement of system.
• Keeps abreast of all regulatory changes, internal policy and procedure updates.
• Strategize and update workflow procedures and technology to create efficiencies within the department.
• Assists in responding to requests of outside and inside auditors, examiners and external loan review.
• Performs Credit Administration related duties as needed.
• Must complete BSA, AML, and other Regulatory and Continuing Education as assigned.
• Must adhere to all bank and regulatory policies and procedures specific to position. Assumes additional responsibilities as requested.

POSITION QUALIFICATIONS

Competencies

• Decision Making/Judgment
• Leadership & Employee Development
• Management Effectiveness
• Planning
• Project Management

Education/Experience/Skills & Abilities

• Bachelor's Degree or the equivalent work-related experience required.
• One to three years of management experience
• Knowledge of each operational aspect of the department.
• Excellent communication skills.
• Working knowledge of Microsoft Office required.
• Ability to organize, prioritize, delegate, meet deadlines and balance numerous tasks at the same time.

PHYSICAL DEMANDS

Physical Demands

Lift/Carry

Stand Occasionally

10 lbs or less Frequently

Walk Occasionally

11 - 20 lbs Occasionally

Sit Constantly

21 - 50 lbs Not Applicable

Handling/Fingering Frequently

51 - 100 lbs Not Applicable

Reach Outward Occasionally

Over 100 lbs Not Applicable

Reach Above Shoulder Occasionally

Push/Pull

Climb Occasionally

12 lbs or less Occasionally

Crawl Not Applicable

13 - 25 lbs Occasionally

Squat or Kneel Occasionally

26 - 40lbs Not Applicable

Bend Occasionally

41 - 100 lbs Not Applicable

N (Not Applicable) Activity is not applicable to this occupation.

O (Occasionally) Occupation requires this activity up to 33% of the time (0-2.5+ hrs/day)

F (Frequently) Occupation requires this activity from 33%-66% of the time (2.5-5.5+ hrs/day)

C (Constantly) Occupation requires this activity more than 66% of the time (5.5+ hrs/day)

Other Physical Requirements

None

Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

JOB CODE: 1000919

Job Title: AVP, Portfolio Analytics Department: Credit Administration Job Status: Full Time FLSA Status: Exempt Grade: 11 …","html_description":"

Job Title: AVP, Portfolio Analytics

Department: Credit Administration

Job Status: Full Time

FLSA Status: Exempt

Grade: 11

Amount of Travel: Some Travel

Reports To: 1st VP, Credit Administration

Positions Supervised: Documentation Specialist, Portfolio Specialist, Senior Portfolio Analyst

POSITION SUMMARY

Under the guidance of the 1st VP, Credit Administration, the AVP, Portfolio Analytics is responsible for the internal loan review program and overseeing the day-to-day functions of the Portfolio and Document Specialists. Ensures that all policies, procedures and regulations are followed as they pertain to the department.

ESSENTIAL FUNCTIONS

• Oversees the internal loan review process, ensuring the review program meets or exceeds regulatory guidance on an annual basis.
• Completes and documents loan review analyses on specific segments of the commercial loan portfolio that are strategically targeted to supplement external loan review.
• Guides, directs and develops training and work assignments of subordinates.
• Identifies weaknesses and coordinates training for staff as needed.
• Monitors the financial statement tickler process and assumes responsibility for the software utilized to maintain the ticklers. Makes appropriate recommendations to Management on changes, additions or replacement of system.
• Keeps abreast of all regulatory changes, internal policy and procedure updates.
• Strategize and update workflow procedures and technology to create efficiencies within the department.
• Assists in responding to requests of outside and inside auditors, examiners and external loan review.
• Performs Credit Administration related duties as needed.
• Must complete BSA, AML, and other Regulatory and Continuing Education as assigned.
• Must adhere to all bank and regulatory policies and procedures specific to position. Assumes additional responsibilities as requested.

POSITION QUALIFICATIONS

Competencies

• Decision Making/Judgment
• Leadership & Employee Development
• Management Effectiveness
• Planning
• Project Management

Education/Experience/Skills & Abilities

• Bachelor's Degree or the equivalent work-related experience required.
• One to three years of management experience
• Knowledge of each operational aspect of the department.
• Excellent communication skills.
• Working knowledge of Microsoft Office required.
• Ability to organize, prioritize, delegate, meet deadlines and balance numerous tasks at the same time.

PHYSICAL DEMANDS

Physical Demands

Lift/Carry

Stand Occasionally

10 lbs or less Frequently

Walk Occasionally

11 - 20 lbs Occasionally

Sit Constantly

21 - 50 lbs Not Applicable

Handling/Fingering Frequently

51 - 100 lbs Not Applicable

Reach Outward Occasionally

Over 100 lbs Not Applicable

Reach Above Shoulder Occasionally

Push/Pull

Climb Occasionally

12 lbs or less Occasionally

Crawl Not Applicable

13 - 25 lbs Occasionally

Squat or Kneel Occasionally

26 - 40lbs Not Applicable

Bend Occasionally

41 - 100 lbs Not Applicable

N (Not Applicable) Activity is not applicable to this occupation.

O (Occasionally) Occupation requires this activity up to 33% of the time (0-2.5+ hrs/day)

F (Frequently) Occupation requires this activity from 33%-66% of the time (2.5-5.5+ hrs/day)

C (Constantly) Occupation requires this activity more than 66% of the time (5.5+ hrs/day)

Other Physical Requirements

None

Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

","url":"/job/1032038/avp-portfolio-analytics-ft","joblink_url":"https://westfield-bank.checkwritersrecruit.com/job/1032038/avp-portfolio-analytics-ft","posted_at":"2026-06-11T12:15:39-04:00","location":"Springfield, MA","location_info":{"country":"US","address":"1500 Main Street","city":"Springfield","state":"MA","zipcode":"01115"},"job_code":"1000919","category":null,"enable_application_address_completion?":true,"allow_job_board_applications":false,"collect_linkedin_profile?":true,"is_address_enabled?":true,"is_address_required?":true,"show_contact_preference?":true,"resume_upload_enabled?":true,"resume_upload_required?":true,"coverletter_upload_enabled?":false,"coverletter_upload_required?":false,"other_upload_enabled?":true,"referral_required?":true,"referral_options":["WB Employee","Facebook","Indeed","Friend/Colleague","Glassdoor.com","LinkedIn","MassLive","SimplyHired","ZipRecruiter","Other Website"],"disclosure_agreement":"

We are an Equal Opportunity Employer. We will consider applicants for this position without regard to any category protected by applicable federal, state or local law, including but not limited to: race, color, religion, sex, national origin, age, physical or mental disability, genetic information, veteran status or uniformed service member status.

I certify that the facts set forth in this employment application and attached application materials including but not limited to my resume, are complete, true and accurate to the best of my knowledge. I understand that any falsification, misrepresentation, or omission of any information may result in disqualification from consideration for this position or if hired, disciplinary action up to and including discharge.

I understand that as part of the hiring process and where permitted by federal, state, and; or local law the company may wish to obtain "consumer reports" as part of a background investigation. If applicable and permitted by law, I understand the company will provide me with separate written notification of this intent and I agree to complete any requisite authorization forms.

THIS COMPANY IS AN AT-WILL EMPLOYER AS ALLOWED BY APPLICABLE STATE LAW. IF HIRED, I UNDERSTAND THIS MEANS THAT EITHER THE COMPANY OR I MAY TERMINATE THE EMPLOYMENT RELATIONSHIP AT ANY TIME, FOR ANY REASON, WITH OR WITHOUT NOTICE OR CAUSE. FURTHER, NO EMPLOYEE OR REPRESENTATIVE OF THE COMPANY IS AUTHORIZED TO ENTER INTO AN AGREEMENT, EXPRESS OR IMPLIED, WITH ME OR ANY OTHER APPLICANT FOR EMPLOYMENT FOR A SPECIFIED PERIOD OF TIME UNLESS SUCH AN AGREEMENT IS IN A WRITTEN CONTRACT SIGNED BY THE PRESIDENT OF THE COMPANY.

I authorize the company to confirm all statements in this application and; or on my resume as it relates to the position and to the extent permitted by applicable law. I hereby release the company and its authorized representatives to verify all information provided by me. I authorize any party contacted by this employer including persons, schools, organization or former employers to disclose such information from any liability, claims, charges or causes of action which may result of the delivery or disclosure of requested information.

I have read all of the information contained in this candidate profile.

","captcha_enabled?":false,"remote":false,"max_salary":{"amount":"105217.17","currency":"USD"},"min_salary":{"amount":"70144.78","currency":"USD"},"pay_frequency":"annually","show_remote_in_location":true,"hidden?":false,"questions":[{"table":{"id":8330287,"option_type":"yes-no","question":"Are you legally authorized to work in the United States without sponsorship?","required?":true,"flags":null,"options":["Yes","No"]}},{"table":{"id":8330288,"option_type":"yes-no","question":"Are you at least 18 years of age or older?","required?":true,"flags":null,"options":["Yes","No"]}},{"table":{"id":8330289,"option_type":"yes-no","question":"As a condition of employment, are you willing to submit to a background check and credit check? Please note, a history of collections charge offs or bankruptcy may hinder the ability to move forward with your application. ","required?":true,"flags":null,"options":["Yes","No"]}},{"table":{"id":8330290,"option_type":"multiple-choice","question":"If offered employment with our company, how much notice do you need to provide your current employer?","required?":true,"flags":null,"options":["Available Immediately","1 week","2 weeks","More than 2 weeks"]}},{"table":{"id":8330291,"option_type":"multiple-choice","question":"Select the answer that describes the best time that we can reach you?","required?":true,"flags":null,"options":["Mornings before noon","Afternoons between 12-5pm","Weekends","Anytime"]}},{"table":{"id":8330292,"option_type":"yes-no","question":"Have you applied for a position previously with Westfield Bank?","required?":true,"flags":null,"options":["Yes","No"]}},{"table":{"id":8330293,"option_type":"essay","question":"If you were referred by a current WB Employee, what is the name of the person who referred you?","required?":false,"flags":null,"options":[]}},{"table":{"id":8330294,"option_type":"essay","question":"Do you require any time off within the first 6 months of hire?","required?":true,"flags":null,"options":[]}}]}},"labelTranslations":{"back_to_jobs":"Back to Jobs","apply_for_this_position":"Apply for this Position","back_to_wl_jobs":"All Jobs at Checkwriters Recruit"},"lang":"en","recaptchaSiteKey":"6Le5hLsSAAAAAE43yKMBj3XR8Ox2GNeDD4VYZx_5","showGDPRDisclosure":true,"showNotify":true,"showReferral":true,"source":null,"widgetMode":null,"showBackButtons":false}">