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Portfolio Senior Officer
4 months ago
Responsibilities:
- Responsible for administrating and monitoring the 30+ day delinquencies, risk rating process (CARs), as well as assisting in the identifying red flags or problems within the portfolio. Reports to Commercial Banking Manager all portfolio issues found in these areas.
- Conduct analysis/underwriting functions, as needed
- Responsible for monitoring exception, covenant and delinquent reports on a weekly basis. Reports to Commercial Banking Manager all portfolio issues and irregularities found in these reports.
- On-going review of future maturities for timely disposition.
- Provide support on new business activities by screening preliminary data and follow up in obtaining required documentation.
- Identify, track and monitor loan policy exceptions, review credits with loan covenants and verify compliance.
- Coordinate delinquent loan monitoring of assigned portfolio recommend appropriate action. Report status to supervisor.
- Review Commitment Letters for accuracy and consistency with credit services / underwriting recommendations.
- Attend seminars and training sessions to keep abreast of changing regulations, as well as industry/market trends and conditions.
- Provide assistance in other areas within the department, as required, covering during vacation or absenteeism
Minimum Education and/or Certifications Requirements:
- Bachelor’s in Accounting or Finance required or 8 years of portfolio management experience.
- Formal credit training required.
Minimum Work Experience Requirements:
- 7+ years of professional experience in lending field, credit analysis/underwriting of loans.
- 6+ years assisting in the maintenance of credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for both C&I and CRE loans.
- Knowledge of Bank documentation and other bank products
Technical and/or Other Essential Knowledge:
- Previous knowledge with Fiserv EFT, Nautilus, CBS AS400, Datapro
- Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint
