Commercial Lending Portfolio Manager

First National Bank TexasRound Rock, TX
4h

About The Position

Interview loan applicants concerning their businesses, needs, and earnings to determine whether a loan may be an acceptable risk Receive and review loan applications; obtain and direct the analysis of all necessary financial data Make decisions on loans and terms within established lending limits Prepare loan packet for presentation to Loan Committee and/or Board Close loans which includes obtaining attorney information, title, etc Maintain loan portfolios ensuring customer follow-up and monitoring of customer financials Conduct analysis on loan accounts Collect on past-due accounts Seek out new business and sustain an active pipeline Must develop and maintain relationships within the public eye Conduct private banking for customers Other duties as assigned

Requirements

  • At least 18 years of age
  • Must have minimum of 2-3 years experience in Commercial Lending
  • Strong business development and networking skills
  • Working knowledge of Microsoft Office
  • Good communication skills
  • Must be detail oriented, analytical, and organized
  • Must successfully pass background investigation and drug screen according to company policy
  • Must be able to get along with co-workers and work effectively in a team environment
  • Must be able to remain in a sitting stationary position for extended periods of time
  • Constantly operate a computer and other office machinery

Nice To Haves

  • Bachelors Degree in Finance preferred

Responsibilities

  • Interview loan applicants
  • Receive and review loan applications
  • Make decisions on loans and terms
  • Prepare loan packet for presentation to Loan Committee and/or Board
  • Close loans
  • Maintain loan portfolios
  • Conduct analysis on loan accounts
  • Collect on past-due accounts
  • Seek out new business and sustain an active pipeline
  • Develop and maintain relationships within the public eye
  • Conduct private banking for customers
  • Other duties as assigned
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