Commercial Credit Underwriting Team Lead

2 weeks ago

Dallas, Texas, United States CrossFirst Bank Full time
Job Summary

We are seeking a highly skilled and experienced Commercial Credit Underwriting Team Lead to join our team at CrossFirst Bank. The successful candidate will provide credit administration support and service to assigned banking teams and oversee a team of Credit Underwriters.

Key Responsibilities
  • Manage and provide leadership and guidance to team members to ensure proper workflow management.
  • Motivate and lead a high-performing team; attract, recruit, and retain team members.
  • Train and develop team members in all areas of job responsibilities, including laws, regulations, industry standards, risk identification and management, software, and related updates.
  • Mentor Underwriters utilizing Strength Based Leadership objectives.
  • Clearly communicate performance expectations to team members and address any deficiencies in a timely manner.
  • Review loan presentations for accuracy and completeness and coach Credit Underwriters on any errors or areas for improvement.
  • Conduct meetings with team to discuss emerging issues, pipeline management, and workloads.
  • Collaborate with Bankers to complete formal credit approval memos which include preparing a cash flow model and other financial spreadsheets and analysis on larger and more complex credit relationships.
  • Prepare memos on prospective loan requests (Loans of Interest or LOIs).
  • Analyze sponsor's financial position and credit worthiness to ensure loans are appropriately supported and meet credit requirements for lending quality and compliance as determined by the Bank's Credit Policy.
  • Provide support to Bankers and Credit Officers in managing loans and pipeline; including but not limited to reviewing third-party reports (appraisals, property condition assessments, and environmental reports) and borrower or project financial statements.
  • Review the proposed loan structure to determine if it is appropriate to sufficiently mitigate and manage risk.
  • Make independent recommendations regarding credit risk supported by comprehensive analysis.
  • Assist with loan portfolio management and monitoring.
  • Provide recommendations and day-to-day guidance on new and existing workflow process, policies, and procedures.
  • Serve as lead on special projects as directed.
  • Comply with all credit administration policies and procedures.
  • Prepare management and board reports as directed.
  • Model our corporate values of Character, Competence, Commitment, and Connection.
  • Interact with internal and external clients while providing extraordinary service.
  • Develop and maintain trusted, positive relationships with employees, clients, and vendors.
  • Represent the Bank and Credit Administration team in a highly professional manner.
  • Complete job assignments in a professional, timely, and efficient manner; organize and prioritize work.
  • Maintain confidentiality; adhere to CrossFirst Bank policies and procedures; comply with laws, regulations, and industry best practices.
  • Reliable and predictable attendance; both on-site and remote.
Requirements
  • Three or more years as a successful credit analyst or similar role in a commercial bank is preferred.
  • Ability to utilize diverse data analysis processes, techniques, and tools to analyze and interpret property-related data.
  • Knowledge of financial statement analysis and demonstrated ability to identify and mitigate key risks.
  • Effective communicator and results-oriented.
  • Exhibits strong interpersonal skills and the ability to cultivate relationships, internally and externally.
  • PC experience in a Windows environment, Word, and advanced spreadsheet experience on Excel is required.
  • Experience overseeing a team is a plus.
  • Bachelor's degree with exposure to Accounting, Finance, or Business courses is preferred or equivalent work experience.

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