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Portfolio Manager

5 months ago

Tyler, United States Austin Bank Full time
ESSENTIAL DUTIES AND RESPONSIBILITIES:

This position includes the following duties and responsibilities:

Employee is responsible to understand and comply with regulatory requirements for financial transactions, most specifically Bank Secrecy Act (BSA) and Customer Identification Program (CIP) as it relates to specific job functions.

Exhibits superior customer service as an Austin Bank team member. Demonstrates high quality relationship building techniques to ensure the customer receives the best possible solution to his banking and financial needs. Helps promote a loyal relationship between the customer and Austin bank.

Participates in developing a teamwork atmosphere with co-workers as part of department/branch location by attending meetings, participating in discussions, treating co-workers with respect and courtesy, and contributing to departmental goals.

Has a responsibility to stay abreast of company communications by reading publications, announcements and company e-mails, etc. Takes advantage of appropriate communication channels regarding bank related business matters.

Develop personal skills and capabilities through on-going training, as provided by the company or elsewhere subject to Company approval.

Uphold and safeguard the organizations values particularly relating to ethics, integrity, and confidentiality both internally and externally.

Greets customers and provides superior customer service.

  • Ensure the portfolio administration and risk management of each client relationship is in compliance with established Austin Bank credit policy, procedure and business strategy as well as commercial and regulatory guidelines.
  • Partner with the Relationship Manager as the point of a contact for the client; acting as a liaison to the Credit Department, Real Estate Valuation Department, the loan support staff and other internal business partners.
  • Maintain portfolio quality by effectively managing past dues, overdrafts, insurance, policy exceptions, ticklers, covenants, loan agreements, borrowing bases and n-drives.
  • Assist lenders with obtaining financial information and other required documentation. Informs credit/lending teams of any documentation issues, including missing documentation and the need for follow-up.
  • Monitor loan repayment activities and financial condition of borrowing clients and take necessary action to collect past due accounts and ongoing repayment ability of all other accounts.
  • Make presentations on specific loans and participate in the bank's Loan Approval Process, recommending approval and appropriate structure of credits.
  • Assist with the preparation cashflows and spreads for relationships under $500,000. Backup for Credit Analyst Department when needed
  • Performs periodic review and files updates, purging when necessary
  • Review Appraisals
  • Review loan documents prior to closing
  • Attend loan closings and meetings with customers
  • Perform Inspections
  • Responsible for identifying cross sales opportunities of all bank products including Treasury Management, Austin Bank Financial Services, etc.
  • Participates in community and business functions/groups to ensure a positive image for the bank.
  • Attends scheduled planning sessions
  • Other duties may be assigned.