Commercial Lending Portfolio Manager
About The Position
The Commercial Lending Portfolio Manager will interview loan applicants, review loan applications, and analyze financial data to determine loan risks and make decisions on loans and terms within established lending limits. This role involves preparing loan packets for presentation, closing loans, and maintaining loan portfolios by ensuring customer follow-up and monitoring financials. The position also includes conducting analysis on loan accounts, collecting on past-due accounts, seeking new business, and maintaining an active pipeline. Additionally, the role requires developing and maintaining public relationships and conducting private banking for customers. Other duties as assigned.
Requirements
- Bachelors Degree in Finance preferred
- At least 18 years of age
- 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
Responsibilities
- 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
- Develop and maintain relationships within the public eye
- Conduct private banking for customers
- Other duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
