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Financial Portfolio Administrator

2 months ago

Tyler, Texas, United States Austin Bank Full time
KEY RESPONSIBILITIES:

This role encompasses the following key responsibilities:

The employee is tasked with understanding and adhering to regulatory standards for financial operations, particularly the Bank Secrecy Act (BSA) and Customer Identification Program (CIP) relevant to their specific job functions.

Demonstrates exceptional customer service as a member of the Austin Bank team. Utilizes effective relationship-building strategies to ensure clients receive optimal solutions for their banking and financial requirements. Aims to foster a loyal connection between clients and Austin Bank.

Contributes to a collaborative work environment with colleagues by engaging in meetings, participating in discussions, treating peers with respect and courtesy, and working towards departmental objectives.

Maintains awareness of company communications by reviewing publications, announcements, and company emails. Utilizes appropriate communication channels for bank-related business matters.

Enhances personal skills and competencies through ongoing training, as provided by the company or other approved sources.

Upholds and protects the organization's values, particularly regarding ethics, integrity, and confidentiality in all interactions.

Welcomes clients and delivers outstanding customer service.
  • Ensures the management and risk oversight of each client portfolio aligns with established Austin Bank credit policies, procedures, and business strategies, as well as commercial and regulatory standards.
  • Collaborates with the Relationship Manager as the primary contact for clients, serving as a liaison to the Credit Department, Real Estate Valuation Department, loan support staff, and other internal partners.
  • Maintains portfolio integrity by effectively managing overdue accounts, overdrafts, insurance policies, exceptions, reminders, loan agreements, borrowing bases, and related documentation.
  • Assists lenders in acquiring financial information and necessary documentation, notifying credit/lending teams of any documentation issues, including missing items and follow-up requirements.
  • Monitors loan repayment activities and the financial status of borrowing clients, taking appropriate measures to collect overdue accounts and assess the ongoing repayment capacity of all other accounts.
  • Delivers presentations on specific loans and engages in the bank's Loan Approval Process, recommending approvals and suitable credit structures.
  • Assists in preparing cash flows and financial spreads for relationships under $500,000. Acts as a backup for the Credit Analyst Department when necessary.
  • Conducts periodic reviews and updates files, purging when required.
  • Reviews appraisals and loan documents prior to closing.
  • Participates in loan closings and meetings with clients.
  • Conducts inspections as needed.
  • Identifies cross-selling opportunities for all bank products, including Treasury Management and Austin Bank Financial Services.
  • Engages in community and business events to promote a positive image for the bank.
  • Attends scheduled planning sessions.
  • Additional duties may be assigned as necessary.