Portfolio Servicing Manager

TexasBank•Dallas, TX

About The Position

The Portfolio Servicing Manager plays a pivotal role in overseeing the management, maintenance, and performance of the bank's portfolio. The Portfolio Servicing Manager collaborates closely with various departments and drives a customer-centric approach, resolving escalated concerns promptly, and enhancing overall customer satisfaction. This position plays a crucial part in being the intermediary between the customer, loan officer, analyst, and credit department in ensuring that the integrity of the portfolio is maintained.

Requirements

Associate degree in Finance, Business Administration, or a related field.
A minimum of 5 years of proven experience in portfolio management within a banking or financial institution.
Strong understanding of banking products, financial markets, and regulatory requirements.
Strong communication skills (verbal and written), analytical, organizational, and presentation skills.
Ability to use a high degree of critical thinking skills in managing a large portfolio of diverse and complex commercial relationships.
Proficiency in Microsoft 365 Applications, including Excel, PowerPoint, and Word.
Proficiency in data analysis and reporting tools.
Ability to make sound decisions in a fast-paced, dynamic environment.

Nice To Haves

Bachelor's degree in Finance, Business Administration, or a related field preferred.

Responsibilities

Collaborate with other departments to ensure a seamless customer experience.
Facilitate communication with loan officers, loan applicants, appraisers, environmental companies, title companies, attorney’s, surveyors, and internal staff.
Process loan modifications, attorney doc prep, update Meridian, record with the county clerk, scan modification documents, update credit tracking, etc.
Collaborate with loan officers in managing loan pipelines by requesting/gathering information and working with exceptions.
Address escalated customer concerns or issues related to portfolio servicing promptly and effectively.
Develop strategies to enhance customer satisfaction and retention within the portfolio.
Ensure compliance with regulatory requirements and internal policies in all portfolio servicing activities.
Implement and maintain robust risk management practices to minimize portfolio risks.
Provide insights and recommendations to improve portfolio servicing efficiency and effectiveness.
Performs other duties and special projects as assigned.