Senior Portfolio Management Specialist

5 days ago

Austin, Texas, United States Southside Bank Full time

Job Summary

We are seeking a skilled Senior Portfolio Management Specialist to join our team at Southside Bank. As a key member of our commercial lending department, you will be responsible for managing a designated portfolio of commercial loan customers.

About the Role

The Senior Portfolio Management Specialist will work closely with Relationship Managers to ensure the efficient and accurate completion of underwriting packages and risk ratings for new requests, renewals, modifications, and annual reviews. This may involve directly spreading and underwriting credits or providing guidance to credit analysts working on assigned credits.

You will also be responsible for coordinating the collection, review, and analysis of financial information, compliance certificates, borrowing base information, and other documentation. This will frequently require direct communication with external parties, such as borrower management, attorneys, accountants, field auditors, and more.

Key Responsibilities

  • Credit Monitoring: Ensure that assigned credits are appropriately monitored as specified by senior credit management. This includes monitoring and validating borrower financial condition, loan covenants, loan performance, collateral quality, and other relevant data.
  • Risk Identification: Identify and report early warning signs of deteriorating credit quality, deteriorating collateral values, and/or covenant violations. Work with senior credit management, Relationship Managers, and borrowers to execute plans to mitigate risk.
  • Client Management: Assist with the credit aspects of client management as needed. This may involve negotiating loan terms and documentation, gathering and discussing credit-related information, communicating with third parties, and other activities necessary to manage risk in the portfolio.
  • Reporting: Develop and maintain solid working relationships with production, credit, and processing staff. May coordinate and participate in the preparation of monthly reports for review by Management and for submission to the Board of Directors.

Requirements

To succeed in this role, you will need:

  • A minimum of 3-5 years of commercial credit experience with middle market commercial real estate and/or C&I relationships (typically relationship sizes of $10M - $100M).
  • Superior loan evaluation ability and ability to conduct complicated credit analysis.
  • Excellent written and oral communication skills.
  • Familiarity with all stages of the lending process (new loan acquisition, pre-screening, underwriting, closing, and document review, monitoring).
  • Proven ability to manage tasks, meet deadlines, and prioritize workflow among competing demands for time and resources.
  • Strong interpersonal skills within a team and client management environment. Ability to build/maintain strong relationships, both within and external to the bank.
  • Proficiency in overall computer applications, including ability to prepare spreadsheets and professional reports.
  • Must be proficient in lending systems, risk scoring methodology, and various other credit-related software and processes.

Compensation and Benefits

The estimated salary range for this position is between $65,000 - $90,000 per year, depending on experience and qualifications. We offer a comprehensive benefits package, including medical, prescription drugs, dental, and vision insurance, as well as life insurance, disability insurance, and paid time off.

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