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Wholesale Portfolio Risk Officer Senior

1 month ago

Tampa, Florida, United States City National Bank Full time

Job Summary:

The Wholesale Portfolio Risk Officer Senior will be responsible for ensuring the overall quality of the portfolio is maintained. This includes handling the client's financial needs, ensuring a favorable client experience, and positioning the bank to expand the relationship.

The successful candidate will take the lead on debt product opportunities, be accountable for due diligence, underwriting, structuring, and preparing the credit package for review and approval. They will interface directly with clients, participate in building the client relationship, and maintain and update credit policy and underwriting guidelines for debt products.

Key Responsibilities:

  • Commercial and Industrial Underwriting and Commercial Real Estate renewals and opening of new loans to render a lending decision, portfolio loans while maintaining quality control of new loans.
  • Make sound decisions within own lending authority and make recommendations for loans requiring exception approval authority, based on independent analysis and interpretations of cash flows, and banking lending risk guidelines.
  • Responsible for the ongoing management of the Wholesale Risk portfolios, including underwriting.
  • Manages relationships via a master portfolio report for tracking all renewals, annual reviews, servicing events, covenant checks, and borrowing base reports by relationship.
  • Makes independent decisions on the creditworthiness of commercial clients, determining financial trends, credit grading, credit structures, and providing recommendations for credit decisions.
  • Work closely with lines of business to obtain supporting information and data to develop a consistent view of portfolio trends.
  • Drives analysis of wide-ranging business risks that have financial impact and provide insight into trends in portfolio performance and profitability.
  • Monitors portfolio activity for maturing reports, servicing tickler reports, financial statement tickler reports, borrowing base reports, and field exams.
  • Coordinates the requisition of upcoming financial statement requirements from clients and provides lead time to ensure compliance and coordinate renewal or servicing timeframes.
  • Manages high volumes of documents for upcoming portfolio events until documents have been reviewed, ticklers updated, and uploaded in Web Director.

Requirements:

  • 5-7 years of small business banking credit risk and some small business lending experience.
  • Completion of formal credit training.
  • Strong communication and analytical/technical skills, including financial accounting and loan structuring.
  • Demonstrated business calling and negotiation experience.
  • Exposure to multiple business lines with experience handling complex transactions.

Education:

Bachelor's Degree with credit experience and credit approval responsibilities required.