CM Portfolio Mgr III
About The Position
The Commercial Portfolio Manager is primarily responsible for assisting the commercial lender in managing the commercial loan portfolio; including loan originations, portfolio monitoring, customer interaction, and participation bank communication. Loan origination responsibilities may include facilitating the underwriting and closing process. Performs all functions involved with the origination and servicing of CRE and commercial loan relationships to enable the Commercial Relationship Managers to utilize their time in relationship management development and expansion, customer interaction, and new customer generation Assists the Lender in obtaining credit, financial, and collateral information Assists loan officers during loan closings and other meetings and interacts with customers Cross-sells related banking services to include cash management, deposit products, asset management services, and investment products Coordinates with other lending officers, attorneys, title insurance companies, appraisers, credit analyst, administrative support, document preparation, or others in the origination and servicing of credit facilities Receives and obtains approval for customer requests to include draw requests, account transfers, and deposit questions as needed Manages collateral monitoring and reporting Spreads financial statements, performs financial and collateral analysis and develops and completes credit offerings for review and approval May require work on physical bank premises
Requirements
- Bachelor's degree required: Finance, Economics, or Accounting degree preferred
- 7 years of experience in Commercial Lending
- Working knowledge of Microsoft Excel and Word; basic keyboard and calculator skills; must be able to do simple math and carry out written instructions
- Work occasionally requires more than 40 hours per week to perform the essential functions of the position
- Lifting in an office setting may be required up to 30lbs.
Responsibilities
- assisting the commercial lender in managing the commercial loan portfolio
- loan originations
- portfolio monitoring
- customer interaction
- participation bank communication
- facilitating the underwriting and closing process
- origination and servicing of CRE and commercial loan relationships
- obtaining credit, financial, and collateral information
- Cross-sells related banking services to include cash management, deposit products, asset management services, and investment products
- Coordinates with other lending officers, attorneys, title insurance companies, appraisers, credit analyst, administrative support, document preparation, or others in the origination and servicing of credit facilities
- Receives and obtains approval for customer requests to include draw requests, account transfers, and deposit questions as needed
- Manages collateral monitoring and reporting
- Spreads financial statements, performs financial and collateral analysis and develops and completes credit offerings for review and approval
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Number of Employees
501-1,000 employees
