Portfolio Manager

1 week ago

Plano, Texas, United States FirstBank Full time
Job Title: Portfolio Manager

As a Portfolio Manager at First Bank, you will be responsible for efficient and effective credit and risk assessment under established First Bank guidelines. You will work closely with the Director of Warehouse Lending to ensure compliance with covenants and ensure loan agreements are in accordance with approved documents.

Key Responsibilities:
  • Assist the Director of Warehouse Lending with credit transactions, creating proposal letters, commitment letters, etc.
  • Continuous monitoring and review of existing portfolio to ensure compliance with covenants.
  • Ensure loan agreements are in accordance with approved documents.
  • Assure monitoring information is in FCM.
  • Ensure Sentinel covenant monitoring is kept up-to-date and in accordance with policy and procedures.
  • Elevate any suspected credit quality issues in assigned portfolio.
  • Client follow-ups on new opportunities or missing items on existing loan deals
  • Analyze and underwrite new loan opportunities within the assigned portfolio, utilizing market research, internal loan information, client data, and third-party market research.
  • Collaborate with relationship managers to develop strategies around relationship optimization and deal-level execution.
  • Responsible for ensuring financial statements are spread and analyzed, addressing industry risks, monitoring collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance and assisting with loan presentations.
  • Handles reporting on loans such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc.
  • Initiate loan presentations in Sentinel for new loans and modifications, when needed. Responsible for ensuring all appropriate fields are accurate in Sentinel including the Relationships, Guarantors, co-borrowers, signers, financial reporting, covenants, rate, etc.
  • Work together with RM's, loan administrators, and credit on serving the client.
  • Attend pipeline meeting and work with Managing Director on assignments and workflow.
Requirements:
  • Bachelor's degree
  • 3+ years of warehouse lending experience, preferred; demonstrated experience with commercial lending will be considered
  • 3+ years of portfolio management experience
  • Strong financial analysis skills, ability to analyze, decipher, and make observations/recommendations based on a variety of information received
  • Good analytical skills
  • Proficiency in computer applications, such as Microsoft Office software product, Salesforce, and primary bank systems
About First Bank:

Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future.

Diversity:

At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you.

First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.

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