Portfolio Senior Officer

3 weeks ago

Coral Gables, United States Amerantbank Full time

The Senior Portfolio Officer is responsible for the overall management of the Commercial Real Estate Banking Loan Portfolio. Assist in the maintenance of the credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for CRE loans. Monitor portfolio and individual loan relationship trends, including to clear exceptions. Contribute to the quality and Credit Risk Management of the department's loan portfolio.
 
Responsibilities:

  • Responsible for administrating and monitoring the 30+ day delinquencies, risk rating process (CARs), as well as assisting in the identifying red flags or problems within the portfolio.  Reports to Commercial Banking Manager all portfolio issues found in these areas.
  • Conduct analysis/underwriting functions, as needed
  • Responsible for monitoring exception, covenant and delinquent reports on a weekly basis.  Reports to Commercial Banking Manager all portfolio issues and irregularities found in these reports. 
  • On-going review of future maturities for timely disposition.
  • Provide support on new business activities by screening preliminary data and follow up in obtaining required documentation.
  • Identify, track and monitor loan policy exceptions, review credits with loan covenants and verify compliance.
  • Coordinate delinquent loan monitoring of assigned portfolio recommend appropriate action.  Report status to supervisor.
  • Review Commitment Letters for accuracy and consistency with credit services / underwriting recommendations.
  • Attend seminars and training sessions to keep abreast of changing regulations, as well as industry/market trends and conditions.
  • Provide assistance in other areas within the department, as required, covering during vacation or absenteeism

Minimum Education and/or Certifications Requirements:

  • Bachelor’s in Accounting or Finance required or 8 years of portfolio management experience.
  • Formal credit training required.

Minimum Work Experience Requirements:

  • 7+ years of professional experience in lending field, credit analysis/underwriting of loans. 
  • 6+ years assisting in the maintenance of credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for both C&I and CRE loans.
  • Knowledge of Bank documentation and other bank products 

Technical and/or Other Essential Knowledge:

  • Previous knowledge with Fiserv EFT, Nautilus, CBS AS400, Datapro
  • Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint


  • Portfolio Senior Officer

    2 weeks ago

    Coral Gables, United States Amerantbank Full time

    The Senior Portfolio Officer is responsible for the overall management of the Commercial Real Estate Banking Loan Portfolio. Assist in the maintenance of the credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for CRE loans. Monitor portfolio and individual loan relationship trends,...

  • Portfolio Senior Officer

    1 week ago

    Coral Gables, Florida, United States Amerant Bank Full time

    The Senior Portfolio Officer is responsible for the overall management of the Commercial Real Estate Banking Loan Portfolio. Assist in the maintenance of the credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for CRE loans. Monitor portfolio and individual loan relationship trends,...

  • Portfolio Senior Officer

    3 weeks ago

    Coral Gables, United States Amerant Bank Full time

      The Portfolio Senior Officer is responsible for the overall management of the Commercial Real Estate Banking Loan Portfolio. Assist in the maintenance of the credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for CRE loans. Monitor portfolio and individual loan relationship trends,...

  • Portfolio Senior Officer

    2 weeks ago

    Coral Gables, United States Amerant Bank Full time

    The Portfolio Senior Officer is responsible for the overall management of the Commercial Real Estate Banking Loan Portfolio. Assist in the maintenance of the credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for CRE loans. Monitor portfolio and individual loan relationship trends,...

  • IT Portfolio Manager

    1 month ago

    Coral Gables, United States InsideHigherEd Full time

    Current Employees:If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position using the Career worklet, please review this tip sheet.The University of Miami Health System, "UHealth", IT Department has...

  • IT Portfolio Manager

    3 weeks ago

    Coral Gables, United States InsideHigherEd Full time

    Current Employees:If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position using the Career worklet, please review this tip sheet.The University of Miami Health System, "UHealth", IT Department has...

  • Underwriter/Portfolio Risk Manager

    4 weeks ago

    Coral Gables, United States Nmble Full time

    Our client is hiring an Underwriter / Portfolio Risk Officer to join their team in Coral Gables. This position requires strong underwriting skills combined with credit risk assessment experience within midmarket commercial and industrial industries. Key Requirements: 8+ years working in underwriting on complex loansWholesale and C&I loan experienceBackground...

  • Underwriter/Portfolio Risk Manager

    4 weeks ago

    Coral Gables, United States Nmble Full time

    Our client is hiring an Underwriter / Portfolio Risk Officer to join their team in Coral Gables. This position requires strong underwriting skills combined with credit risk assessment experience within midmarket commercial and industrial industries. Key Requirements: 8+ years working in underwriting on complex loansWholesale and C&I loan experienceBackground...

  • Underwriter/Portfolio Risk Manager

    1 week ago

    Coral Gables, United States Nmble Full time

    Our client is hiring an Underwriter / Portfolio Risk Officer to join their team in Coral Gables. This position requires strong underwriting skills combined with credit risk assessment experience within midmarket commercial and industrial industries. Key Requirements: 8+ years working in underwriting on complex loansWholesale and C&I loan experienceBackground...

  • Regional Engagement Officer

    3 weeks ago

    Coral Gables, United States InsideHigherEd Full time

    Current Employees:If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position using the Career worklet, please review this tip sheet.The Regional Engagement Team is responsible for all national and...

  • ORA Contracts and Grants Officer 3

    2 weeks ago

    Coral Gables, United States InsideHigherEd Full time

    Current Employees:If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position using the Career worklet, please review this tip sheet.The Office of the Vice Provost for Research & Scholarship, Office...

  • Senior Wealth Strategy Associate

    2 weeks ago

    Coral Gables, United States UBS Full time

    United States - Florida Finance Global Wealth Management Job Reference 297431BR City Coral Gables Job Type Full Time Your role Are you an innovative thinker? Are you focused on the details, even when under pressure? Are you a detail-oriented multitasker? Were looking for a Senior Wealth Strategy Associate to: Assist financial advisors in client...

  • Maintenance Manager

    1 month ago

    Coral Gables, United States Sunrise Senior Living Full time

    Overview"Sunrise is the best place that I've ever worked, simply because of the people. We provide quality care in an environment that feels like home. Our focus is doing what’s right for the resident. For me, that’s a big breath of fresh air."- Sunrise Leader  At Sunrise, our Maintenance Coordinator is responsible for the day-to-day operations of...

  • Maintenance Manager

    4 weeks ago

    Coral Gables, United States Sunrise Senior Living Full time

    Overview"Sunrise is the best place that I've ever worked, simply because of the people. We provide quality care in an environment that feels like home. Our focus is doing what’s right for the resident. For me, that’s a big breath of fresh air."- Sunrise Leader  At Sunrise, our Maintenance Coordinator is responsible for the day-to-day operations of...

  • Maintenance Manager

    2 months ago

    Coral Gables, United States Sunrise Senior Living Full time

    Overview"Sunrise is the best place that I've ever worked, simply because of the people. We provide quality care in an environment that feels like home. Our focus is doing what’s right for the resident. For me, that’s a big breath of fresh air."- Sunrise Leader  At Sunrise, our Maintenance Coordinator is responsible for the day-to-day operations of...

  • Maintenance Manager

    4 weeks ago

    Coral Gables, United States Sunrise Senior Living Full time

    Overview"Sunrise is the best place that I've ever worked, simply because of the people. We provide quality care in an environment that feels like home. Our focus is doing what’s right for the resident. For me, that’s a big breath of fresh air."- Sunrise Leader  At Sunrise, our Maintenance Coordinator is responsible for the day-to-day operations of...

  • Senior Bridge Engineer

    2 weeks ago

    Coral Gables, United States Dar Group Full time

    TYLin is a globally recognized, full-service infrastructure consulting firm committed to providing innovative, cost-effective, constructible designs for the global infrastructure market. With over 3,000 employees throughout the Americas, Asia, and Europe, the firm provides support on projects of varying size and complexity. Together, we enhance conventional...

  • Sales Community Relations

    4 days ago

    Coral Gables, United States Belmont Village Senior Living Full time

    **Senior Living Community Relations Inside Sales - Belmont Village Coral Gables - Now Open!** Belmont Village Coral Gables is a premier 10-story senior living community and the culmination of a unique partnership with Baptist Health South Florida. Combining hospitality, innovative programming, comprehensive clinical care, and location providing residents...

  • Temporary Office Specialist

    2 weeks ago

    Coral Gables, United States Bvlgari Full time

    Temp Office SpecialistB V L G A R I Latin America & Caribbean is looking for a Temp Office Specialist to join its LATAM team!The Office Specialist plays a pivotal role in inspiring and nurturing the office team to achieve both quantitative and qualitative objectives. A strategic thinker, they excel in problem solving, offering insightful recommendations, and...

  • Sr. Business Officer

    2 weeks ago

    Coral Gables, United States University of Miami Full time

    Current Employees:If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position using the Career worklet, please review this tip sheet.The University of Miami has an exciting job opportunity for a Sr....