Portfolio Manager III

4 weeks ago

Houston, United States The Ladders Full time
The principal functions of the Portfolio Manager are to (1) continuously monitor and assess the credit profiles of the customers in her/his assigned portfolio; (2) help retain customer relationships by providing exceptional service; (3) assist with routine issues such as overdrafts, wires, new account openings, etc.; (4) ensure that renewals, extensions and annual reviews are completed in a timely manner; (5) seek ways to enhance customer profitability by continuously looking for cross-sell opportunities; 6) replace runoff and amortization in the portfolio by selling deeper into the book of business and 7) continuously seek referral opportunities from current customers and centers of influence.

Responsibilities:

Portfolio Management
  • Manages the most complex relationships (credits, deposits, and fee based products/services) that require the most complex analysis
  • Performs or initiates account/loan maintenance as required
  • Acts as liaison for customer inquiries, issues account instructions; redirects questions and requests as necessary if issues relate to other departments
  • Acts as a subject matter expert to provide guidance and support to less experienced staff regarding customer questions and issues
  • Mentors junior staff, manages workflow within the team
  • Ensures accuracy of information, data, and documentation for all portfolio accounts
Credit Management
  • For new and renewing loan requests, determines borrower credit-worthiness in accordance with credit policy and manages the request through the appropriate underwriting and closing processes
  • Properly documents loan transactions
  • Conducts continuous review and administration of loans
  • Manages enterprise risk for products and services, including depository services and Treasury Management products
  • Reports credit risk issues in a timely manner
Business Development
  • Proactively reviews existing relationships for product penetration and calls on opportunities (loans, deposits, fees and non-credit products and services); issue proposals as appropriate
  • Identifies and refers business opportunities to internal product partners and other target market business lines
  • Increasingly seeks out referrals from existing customers and COI's
Qualifications:

Education Requirements
  • Bachelor's Degree
Minimum Experience
  • Minimum of 4 years of experience in commercial lending as a credit analyst, portfolio manager, or relationship manager including managing the most complex customers such as C&I and/or CRE transactions
  • Minimum of 2 years of commercial portfolio management experience
Knowledge/ Skills/ Abilities
  • Advanced knowledge of financial lending regulations
  • Advanced knowledge of credit philosophy and policies as well as loan documentation
  • Strong verbal, written, and interpersonal skills, as well as analytic and problem solving skills
  • Advanced knowledge of Microsoft Word, Excel, PowerPoint, Access, and Outlook (e.g. create templates, complete mail merges, insert and edit charts, create basic formulas, create queries)
  • Ability to quickly make sense of, combine, and organize information into meaningful patterns
  • Ability to effectively plan, manage, and delegate to others


Job Details:

To all recruitment agencies: Independent Financial does not accept agency resumes without formal engagement of the agency. Please do not forward resumes to Independent Financial employees or any other organization location. Independent Financial is not responsible for any fees related to unsolicited resumes.

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