Commercial Portfolio Manager

Townebank-posted 3 months ago

Midlothian, VA

Credit Intermediation and Related Activities

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The primary purpose of this position is to assist loan officers in the daily management and monitoring of their loan portfolio. This includes loan underwriting for new and existing members and support with covenant and financial tracking, which involves some member interaction. The role also encompasses various other member service tasks and assignments as required.

Assist the loan officers with the loan approval process by obtaining and analyzing financials, preparing loan summaries and packages for approval.
Monitor the maturing loan report and assist loan officer and administrative officer in underwriting loans for renewal.
Complete quarterly and annual reviews of credits if necessary.
Complete quarterly Problem Asset Reports for the loan officer's portfolio for review and approval and assist with managing credit monitoring items.
Learn about the Bank's products and services and TFSG companies to assist the Commercial Bankers and Relationship Specialists as backup if needed.
Perform traditional banking functions such as transferring funds to/from accounts, assisting members on the phone and via email, and following up with referrals to our TFSG partners.
Work on special projects as requested to help improve efficiencies in the region's overall loan portfolio management.
Work along with and independently of the lenders to understand closing requirements for all loans and help clear exceptions as needed.
Proactively build strong and effective partnerships with all business partners.
Promote TowneBank within the community by volunteering and attending TowneBank sponsored events.
Adhere to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
Perform other duties as assigned.

Excellent member service skills.
Excellent communication skills and the ability to interact professionally with internal and external members.
Familiar with effective lending and underwriting practices.
Experience with analyzing financial statements and underwriting commercial credit.
Ability to work with minimum supervision.
Ability to work well with various internal departments to achieve team goals and objectives.
Knowledge of banking industry policies and procedures.
Computer skills (Word and Excel).

College degree in Business, Finance or Accounting.
Experience with banking to include small business, credit operations and/or credit underwriting skills.

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