Warehouse Portfolio Manager Associate

Primis Financial • Frisco, TX

69d

About The Position

The position involves managing customer requests for documents, preparing presentations for credit approvals, and monitoring risks in the existing portfolio. The role requires ensuring compliance with policies and procedures while elevating any credit risk or performance issues to management. Regular attendance is essential.

Requirements

• Bachelor's degree in business or related field (preferred)
• 3 years' experience in mortgage banking or mortgage warehouse lending, and/or portfolio management (preferred)
• Knowledge of Mortgage Banking Origination, Capital Markets, and how to process sales
• Knowledge of loan closing, loan underwriting, and loan sales
• Knowledge of social media marketing across various platforms
• Experience with process management and mortgage-related data systems
• High proficiency with loan sale settlement process
• Ability to communicate with internal and external customers and problem solve
• Strong analytical ability

Responsibilities

• Send customer requests for documents and track for return and completeness.
• Prepare and assist delivering presentation to credit for opportunity approval.
• Risk monitoring of existing portfolio for covenant compliance and performance.
• Manage reporting on aged loans, exception requests, bulge requests, other audit control needs.
• Ensure all client credit opportunities and approvals are in accordance with policy and procedures.
• Elevate credit risk or performance issues to management.
• Regular, reliable, and predictable attendance.
• Assist the President of Warehouse Lending with credit opportunities and term sheets.
• Collaborate with relationship managers for strategies and execution.
• Participate in department projects as assigned.
• Assist President of Warehouse Lending with marketing, travel, and conference schedule.
• Locate new opportunities and current market data.
• Liaison between sales staff, relationship managers, client services, and loan operations.
• Day to day customer service.
• Maintain compliance with and adhere to all state and federal regulations and bank policies and procedures, including, but not limited to Bank Secrecy Act, FACT ACT, Community Reinvestment Act, and EEO/AA/Fair Employment Practices.
• All other duties as assigned.

What This Job Offers

• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 501-1,000 employees