About this role
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.
- 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 required, Finance, Economics, or Accounting degree preferred
- 5 years of experience in commercial lending
- Has strong product knowledge and has assumed important business development responsibilities
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
- Lifting in an office setting may be required up to 30lbs.
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.