Commercial Portfolio Manager
American National Bank of Texas, Terrell, TX, United States
The
Commercial Portfolio Manager
is primarily responsible for assisting the commercial relationship manager in managing the commercial loan portfolio; including loan originations, portfolio monitoring, customer interaction, and participant bank communication. Loan origination responsibilities may include facilitating the underwriting and loan closing processes.
Responsibilities
Performs all functions involved with the origination and servicing of CRE and commercial loan relationships to enable the Commercial Relationship Managers to utilize their time in relationship management development and expansion, customer interaction, and new customer generation
Assists the Relationship Manager in obtaining credit, financial, and collateral information
Assists loan officers during loan closings and other meetings and interacts with customers
Cross-sells related banking services to include cash management, deposit products, asset management services, and investment products
Coordinates with other lending officers, attorneys, title insurance companies, appraisers, credit analyst, administrative support, document preparation, or others in the origination and servicing of credit facilities
Receives and obtains approval for customer requests to include draw requests, account transfers, and deposit questions as needed
Manages collateral monitoring and reporting
Spreads financial statements, performs financial and collateral analysis and develops and completes credit offerings for review and approval
May require work on physical bank premises
Qualifications
Bachelor's degree in business or banking preferred
2 years of experience in commercial lending
Manage loan portfolio $5-$8 million, and expands existing relationships within the portfolio, coordinates with analyst and support staff during overflow situations to assure appropriate priority of new loan request flow; manages and maintains credit files
Skills
Working knowledge of Microsoft Excel and MS Word; basic keyboarding and calculator skills; must be able to do simple math and carry out written instructions
Travel to variety of locations to perform work and/or attend meetings as required. Work occasionally requires more than 40 hours per week to perform the essential functions of the position
ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement.
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Commercial Portfolio Manager
is primarily responsible for assisting the commercial relationship manager in managing the commercial loan portfolio; including loan originations, portfolio monitoring, customer interaction, and participant bank communication. Loan origination responsibilities may include facilitating the underwriting and loan closing processes.
Responsibilities
Performs all functions involved with the origination and servicing of CRE and commercial loan relationships to enable the Commercial Relationship Managers to utilize their time in relationship management development and expansion, customer interaction, and new customer generation
Assists the Relationship Manager in obtaining credit, financial, and collateral information
Assists loan officers during loan closings and other meetings and interacts with customers
Cross-sells related banking services to include cash management, deposit products, asset management services, and investment products
Coordinates with other lending officers, attorneys, title insurance companies, appraisers, credit analyst, administrative support, document preparation, or others in the origination and servicing of credit facilities
Receives and obtains approval for customer requests to include draw requests, account transfers, and deposit questions as needed
Manages collateral monitoring and reporting
Spreads financial statements, performs financial and collateral analysis and develops and completes credit offerings for review and approval
May require work on physical bank premises
Qualifications
Bachelor's degree in business or banking preferred
2 years of experience in commercial lending
Manage loan portfolio $5-$8 million, and expands existing relationships within the portfolio, coordinates with analyst and support staff during overflow situations to assure appropriate priority of new loan request flow; manages and maintains credit files
Skills
Working knowledge of Microsoft Excel and MS Word; basic keyboarding and calculator skills; must be able to do simple math and carry out written instructions
Travel to variety of locations to perform work and/or attend meetings as required. Work occasionally requires more than 40 hours per week to perform the essential functions of the position
ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement.
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