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Commercial Portfolio Manager I
2 days ago
Portfolio Managers work in a team environment, as a key player, with a commercial lending team. Portfolio Managers will be client interfacing and will work closely with assigned commercial loan officer(s) to originate and service new and renewed loans.
Primary responsibilities include underwriting, monitoring, and maintaining the credit quality of a designated officer(s) loan portfolio, as well as managing the loan closing process. This individual may also carry and manage a portfolio of their own. This individual will be responsible for completing in-depth analysis of commercial loan requests as well as making recommendations based on such analysis, allowing the Loan Officer to achieve team business development goals.
The Commercial Portfolio Manager position is designed to be career path towards a Commercial Lending Officer position.
Reports to: Commercial Lending Team Lead
Supervises: no
Requirements:
Specific duties and responsibilities:
- Provides excellent personal customer service to all internal and external clients by treating people with respect; keeping commitments; inspiring the trust of others; working ethically and with integrity; upholding organizational values; accepting responsibility for own actions.
- Portfolio managers will develop and maintain, in collaboration with their assigned loan officers, strong working relationships with the clients and the commercial lending team.
- Gather, analyze, and interpret credit, collateral, and financial information for existing and prospective clients.
- Identify risks, determine the adequacy of collateral, and recommend a loan structure (to include government guarantee programs) that best mitigates risks on new loans, renewed loans, or loans currently in place.
- Present findings and recommendations in a written format to be utilized as a basis for a decision. Written communication is to be thorough and to range from memos, to change in terms documents, to full credit presentations for new or renewed loans.
- Review loan file(s) and documents for accuracy, completeness, and compliance with loan approval, policy, and all applicable government regulations.
- Serve as the primary client point of contact for all loan servicing and portfolio management related tasks, involving support staff as needed to accomplish requests. Also, able to facilitate and attend meetings in the office, on the phone/videoconference, or at the client's place of business as needed, to include prospective customers.
- Provides support to assigned loan officer(s) in the maintenance and management of their commercial portfolios. These duties and responsibilities include but are not limited to:
- Coordinate with loan assistants to manage ticklers and outstanding items within their officer(s) portfolio.
- Complete timely covenant testing and/or a formal annual loan review with the receipt of financial information and take necessary action to properly document the loan file.
- Obtain and process Compliance Certificates, Borrowing Base Certificates, and associated receivable, payable, and inventory reports as applicable.
- Complete site visits and collateral inspections as required.
- Review and prepare loan draws/ advances (to include construction loan draws).
- Understand, detect, and report early warning signs of problem credits.
- Monitoring of past due report for timely payments and insurance tracking report to ensure adequate insurance on bank collateral.
- Other miscellaneous tasks as required by the loan officer to support portfolio management.
- Attends department and staff meetings as requested.
- Performs special tasks, projects and other duties as assigned.
PERFORMANCE STANDARDS
Skills and abilities required:
- Must be able to work within and foster a team environment, while effectively managing their own workload.
- Excellent oral, written and telephone communications skills.
- Strong proven interpersonal skills to provide superior quality service to teammates and customers. Supporting the bank's commitment to a fun, professional, service-oriented working/business environment.
- Maintain accuracy, neatness, and thoroughness in performance of assigned duties to minimize errors.
- Ability to manage multiple priorities and achieve results according to department priority.
- Ability to perform a wide variety of job-related tasks and is willing to assume new and challenging assignments.
- Credit underwriting skills, knowledgeable about regulatory and compliance laws and procedures.
- Self-motivated; take the initiative in establishing and building specialized knowledge base for this role.
- Maintain a satisfactory level of attendance and Punctuality as defined in the Employee Handbook.
Education, training and experience:
- Portfolio Manager I
- 2-5 years of experience in combined credit analysis/loan assistant/and or portfolio management. May include less experience per management discretion. Handles transactions/ relationships/ with significant oversight from assigned officer(s).
- May carry and manage a small portfolio of loans with the lowest level of complexity.
- Portfolio Manager II
- 2-5 years of experience in combined credit analysis/loan assistant or equivalent, plus 2 years of portfolio management experience.
- Handles transactions/relationships/portfolio with minimal oversight from assigned officer(s).
- Manages an assigned portfolio with a moderate level of complexity.
- Demonstrated financial statement analysis skills.
- Demonstrated credit/ ratio analysis skills.
- Successful completion of a high school diploma or GED.
- Excellent knowledge of office equipment essential to job performance: Calculators, personal computer, etc.
- Strong knowledge of computer programs: Word, Excel, and Internet usage. Advanced knowledge of and usage of bank core operating system & financial spreading software, (CSI & CASH Suite preferred).
Working environment and conditions:
A. Physical Demands:
- Frequent Travel via automobile
- Lifting (up to 30 Pounds)
- Sitting
- Walking
- Standing
B. Mental Demands:
- Interaction with staff and customers
- Act on own initiative
- Work unsupervised to meet deadlines/demands
- Problem-solving
C. Environmental Demands:
Occasional exposure to noise, hazards, fumes, dust, or odors associated with office location and external influences
Potentially hazardous conditions associated with financial instructions, i.e., robbery, kidnap, extortion, etc
Can be exposed to inclement weather
Equipment and tools:
A. Physical Demands:
Lifting (up to 30 Pounds)
Sitting
Walking
Standing
Finger dexterity
B. Mental Demands:
Interaction with staff and customers
Act on own initiative
Work unsupervised to meet deadlines/demands
Problem-solving
May include extended periods of time at the computer terminal
Occasional overtime may be required
C. Environmental Demands:
Occasional exposure to noise, hazards, fumes, dust or odors associated with office location and external influences
Potentially hazardous conditions associated with financial institutions, i.e. robbery, kidnap, extortion, etc
The above statements are intended to describe the general nature and level or work to be performed. They are not intended to be an all-inclusive listing of all responsibilities, duties and skills required for this position. These job requirements are subject to change to reasonably accommodate qualified disabled individuals.
Those selected must be able to provide proof of legal right to work in this country. Hiring will be subject to criminal history background check, credit check, drug screen and references.
People's Bank of Commerce is an Equal Opportunity Employer of minorities, women, protected veterans, and individuals with disabilities. If you are an individual with a disability and require reasonable accommodation to complete all or part of the application process, please call or email
