Portfolio Manager

4 days ago

Tampa FL USA, United States Suncoast Credit Union Full time
Job Summary

We are seeking a highly skilled Portfolio Manager to oversee our commercial and small business loan portfolio. The ideal candidate will have a strong background in credit underwriting, accounting, and loan documentation, with excellent interpersonal and social skills to interact with loan officers, administrative staff, and customers.

Key Responsibilities
  • Underwrite new loan requests, renewals, annual reviews, and modifications on C & I, Construction & Development, Vehicle and Equipment loan requests on Conventional and SBA 504 / 7a loan products for corporate applicants
  • Manage requests ranging from $5M to $25M
  • Perform special financial statement analysis involving complex and interlocking relationships
  • Determine acceptable quality of collateral and loan-to-value ratios
  • Coordinate all activities required to complete a credit package with the assigned Commercial Loan Officers
  • Interact with Loan Officers, Members, or CPAs to obtain necessary financial information and complete the credit package
  • Prepare effective packages for credit approval circulation and present packages to the required level of credit authority
  • Obtain and monitor various loan portfolio reports such as Maturing Loans, Past-Due Loans, and Annual Reviews
  • Assist lenders with requisite action plans in a proactive manner
  • Ensure that the credit union has current financial information and the information is correctly analyzed and on file
  • Ensure that accurate and complete credit files are on hand
  • Ensure that credits are accurately risk-rated and properly monitored or reported
  • Adhere and comply with all requirements of Regulation B Adverse Action Procedures - Florida Division
  • Manage and track covenants, borrowing bases, A-R Ageing, etc. for accounts
  • Assist in the preparation of weekly, monthly, or quarterly reports
  • Advise lenders on issues related to the credit policy, procedures, or forms
  • Conduct annual site visits, attend loan closings, and other tasks required to support assigned lenders
  • Evaluate and review existing relationships and new credit requests to make recommendations to the Credit Team
  • Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise
  • Attend educational events to increase professional knowledge
Qualifications
  • Bachelors degree in a business-related field preferred (A comparable combination of work experience and training may be substituted for education requirements)
  • 4+ years of experience in a credit-oriented and underwriting position within a commercial lending environment
  • Knowledge of credit underwriting, accounting, and loan documentation
  • Advanced level of interpersonal and social skills needed to interact with loan officers, administrative staff, and customers
  • Advanced mathematical, credit, and administrative skills
  • Proficient computer skills using Microsoft Word, Excel, and Outlook
  • Ability to write reports and business correspondence
  • Ability to effectively present information and respond to questions
  • Ability to prioritize tasks by effectively managing competing and changing priorities to meet required deadlines
  • Accurate, detail-oriented, and organized with task management
  • Ability to resolve difficult and complex problems
  • Strong written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators
  • Ability to influence others regarding policies, practices, and procedures
  • Strong knowledge and understanding of regulatory compliance to successfully perform job responsibilities
Benefits
  • Financial Well-Being: Bonus Program up to 9%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts
  • Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage
  • Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO
  • Community Involvement: Paid Volunteer Hours
  • Growth: Degree Assistance up to $5,000 per year

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