Portfolio Manager

5 days ago

Savannah, Georgia, United States BankSouth Full time
Job Summary

BankSouth is seeking a highly skilled Portfolio Manager to oversee and coordinate all operational and administrative aspects of the lending function within a defined market area.

Key Responsibilities
  • Assist Relationship Managers and Market Presidents with new loan requests, including gathering financial data, analyzing the data, preparing status reports, and working past dues and matured loans.
  • Manage maturing loans, including processing ARs, Streamline and Traditional Renewals.
  • Process loans, including gathering financials, processing applications, building loans in the Loan Origination System (LOS), completing underwriting, and working with Loan Assistants and Processors to get documents ready for closing.
  • Manage the loan portfolio to ensure zero past due matured loans or payments over 30 days.
  • Review and work with Relationship Managers and Market Presidents on Past Due reports, including researching loans for accuracy of past due status and processing any loan maintenance and auto debit documents as needed.
  • Collect past due payments from clients.
  • Provide client service for the loan portfolio, including processing loan payment research, loan maintenance, and working with clients to resolve questions regarding loan history.
  • Attend pipeline meetings and report on any renewals in process.
  • Set clients up on auto debit as part of pre- or post-closing.
  • Pull credit reports.
  • Perform special projects related to the loan portfolio.
  • Actively manage and maintain the construction portfolio, including creating builder construction loans in the LOS, gathering documentation needed to submit loans for approval, ordering third-party services as needed, and working with Processors to get documents ready for completion.
  • Process and complete builder construction draw requests, including ordering inspections, maintaining construction budgets, and funding draws and seeking approvals as needed.
Key Results Areas
  • Address maturing loans 30 days prior to maturity and track renewals for booking to ensure matured status is not reached or carried over 30 days at month-end.
  • Zero past dues on matured loan payments.
  • Timely and satisfactory resolution of questions regarding loan history.
  • Accurate research and production of credit memos for new loan requests.
Qualifications

Experience and Education:

  • 2-3 years of commercial account relationship or commercial credit underwriting and risk management experience.
  • A bachelor's degree in business, finance, or other related discipline or commensurate experience.

Required Knowledge, Skills, Abilities:

  • Familiarity with loan structuring underwriting programs.
  • Knowledge of consumer, commercial, and real estate loans, regulations, procedures, and documentation preparation.
  • Experience with Microsoft Word, Excel, and CRM applications.
  • The ideal candidate will be detail-oriented, reliable, and analytical, with the ability to multi-task and meet deadlines, work in a fast-paced environment, and provide timely and satisfactory resolution regarding loan portfolio challenges.

Other Requirements:

  • Satisfactorily complete all required compliance training and comply with all laws and regulations that apply based on the scope of this position.

Interpersonal Skills:

  • Courtesy, tact, and diplomacy are essential elements of the job.
  • Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions.

Physical Requirements:

  • Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 25 lbs.
  • Must be capable of climbing/descending stairs in an emergency.
  • Must be able to operate routine office equipment, including a telephone, copier, facsimile, and calculator.
  • Must be able to routinely perform work on a computer for an average of 6-8 hours per day, when necessary.
  • Must be able to work extended hours whenever required or requested by management.
  • Must be capable of regular, reliable, and timely attendance.

Working Conditions:

  • Must be able to routinely perform work indoors in a climate-controlled shared work environment with moderate noise.

Mental and/or Emotional Requirements:

  • Must be able to perform job functions independently and with limited supervision.
  • Must work effectively as part of a team.
  • Must be able to read and carry out various written instructions and follow oral instructions.
  • Must be able to speak clearly and deliver information in a logical and understandable sequence.
  • Must be able to perform basic financial calculations with accuracy.
  • Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate the highest levels of customer service and discretion when dealing with the public.
  • Must be able to perform responsibilities with composure under stress of deadline, requirements for extreme accuracy and quality, and/or fast pace.
  • Must be capable of exercising the highest level of discretion on confidential matters.

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