Portfolio Management Officer II

3 weeks ago

Miramar, United States Amerant Bank Full time

Assist in the maintenance of credit quality, the portfolio administration, and monitoring of credit quality for the assigned loan portfolio.  Monitor portfolio and individual loan relationship trends, including clearing exceptions.  Contribute to the quality and credit risk management of the assigned loan portfolio.Responsibilities:Provide transactional support assisting Relationship Managers (RMs) with evaluating their viability and consistency with the Bank credit risk cultures. Activities include initial financial statement analysis, background checks, and identifying potential credit policy exceptions.Assist RMs with the creation of proposals, term sheets, and presentations for deal-screening process.Maintain clear understanding of the Bank’s credit programs and policy and its adherence.Assist RMs in collaborating with other bank units such as Credit Administration, Loan Operations, Credit Services, Processing Unit, and Credit Risk to streamline processes and maintain accuracy of reports and credit quality of the portfolio. Reports to supervisor all deviation from credit programs and policy.Assist RMs in obtaining documentation to ensure conformity to credit underwriting policy of the bank. Gather, organize and send transactional information to the underwriting team. Work closely with Underwriting to gather any other additional information as required in an expeditious manner.Assist the RMs in ensuring that covenant tests and annual reviews are performed in a timely manner, including gathering the financial information required for existing credit relationships. Evaluate compliance with covenant test including assessment of potential risk rating changes (up or down) as deemed appropriate and raise any red flags in cases where deterioration of conditions is present.Responsible for the administration and monitoring maturities, delinquencies, including criticized assets reports. Reports to supervisor all portfolio issues and irregularities found in these reports and follow up to ensure actions are taken to address them.Conduct project site visits/inspections and report findings.Provide assistance in other areas within the department, as required, covering during vacation or absenteeism.Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.Assist management with ongoing projects. Minimum Education and/or Certifications Requirements:Bachelor’s degree in business, accounting or finance required. Master’s degree preferred OR 3+ years of commercial & retail portfolio management experience in lieu of education. Formal credit training required.Minimum Work Experience Requirements:5+ years of professional experience in lending and/or portfolio management field and/or credit analysis. Knowledgeable of banking products and documentation.Technical and/or Other Essential Knowledge:Thorough understanding of the Bank’s credit procedures, programs and policy. Accounting and credit principles. Proficiency in Microsoft Suite is required; experience in SQL is a plus. Salesforce, nCino, FIS IBS experience is a plus. Sound time management and organizational skills required. Well organized and systematic. Must possess strong communication skills. 

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