Portfolio Manager
Renasant Bank•Tallahassee, FL
•Onsite
About The Position
The Portfolio Manager will be responsible for managing a developed and extensive commercial loan portfolio. This position will work with Commercial Relationship Officers, Loan Assistants, and customers to gather relevant needed information, prepare documents, obtain financial statements, and assist in loan reviews. The Portfolio Manager will support lenders in all aspects of the relationship.
Requirements
- A high school diploma or equivalent required
- 1 year previous lending experience or 3 years job related experience
- Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and procedure manuals
- Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
- Financial and analytical skills
- Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
- Customer service orientation
Nice To Haves
- College degree with emphasis in Finance and/or Accounting or equivalent experience in financial analysis is preferred
- Knowledge of Federal laws and regulations involving loans
- Ability to analyze a credit application for completeness and for documents needed on loans
- Ability to operate computer and to be proficient with Word, Excel, and Power Point as well other internal Bank programs and systems
Responsibilities
- Work with both Loan Assistant and Lender to collect financial and related data in order to determine the general credit worthiness of prospects and customers and determine the merits of the specific loan request
- Prepare the loan submission form, addendums, and other components of the loan submission package for both new and maturing loans
- Otherwise assist in all aspects of managing Lender's portfolio
- Obtain and retain product knowledge
- Support the collection of past due loans
- Support the clearing of financial statement and documentation exceptions
- Direct financial information to credit analysts for spreading and analysis
- Monitor new developments in lending, compliance with loan policies, and compliance with appropriate regulations
- Maintain working knowledge of loan documentation and bank terminology
- Assist in preparation of various reports and submissions to credit administration and loan review
- Participate with Lender in ongoing marketing to include making direct sales calls to prospects and customers
- Ability to deal tactfully and effectively with customers as well as fellow employees
- Assume ownership of assigned loans with little or no direct supervision
- Perform other related duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
