Commercial Portfolio Manager I

Sponsorship not available

RESPONSIBILITIES

• Assist the lender in structuring and closing loan requests
• Assist the lender in working with the department to collect, analyze, and evaluate loan requests for consideration by the appropriate loan approval authority
• Coordinate loan documentation in consultation with legal counsel
• Administer appraisal ordering process
• Manage annual reviews and renewals, portfolio reviews, financial statement requirements, loan covenants, collateral exceptions, borrowing bases, delinquencies, construction draws and monitoring, and other reporting
• Coordinate execution of deed of trust releases and other security instruments as required
• Identify problems or potential problems with credit information and coordinate with the necessary party to resolve the problems
• Comply with requests from loan review and other internal/external examiners
• Assist existing and new customers with loan requests, inquiries and servicing needs
• Cross sell new services to commercial relationships, working directly with Relationship Managers, Treasury Management, Trust, and other team members as appropriate
• Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
• Deliver a consistent, high level of service within our Serving More standards
• Other duties as assigned

COMPETENCIES

• Demonstrated ability to champion change
• Connects organization to Industry and Community
• Results oriented
• Ability to build collaborative relationships
• Ability to influence others
• Values and seeks out diversity, equity, and inclusion
• Demonstrated empathy and respect for colleagues
• Demonstrated active listening ability
• Demonstrated ability to deliver clearly defined expectations
• Demonstrated ethics and integrity
• Demonstrated drive and purpose
• Demonstrated capacity to learn
• Demonstrated adaptability
• Increased self-awareness

SCHEDULE

Typical office hours are Monday through Friday 8am to 5pm. This position is exempt and full-time. A minimum 40 hours is required per week.

EDUCATION - CERTIFICATIONS - WORK EXPERIENCE

High School diploma or equivalent required

Bachelor's degree in business related area preferred

2+ years experience in a commercial lending environment; preference in underwriting

TRAVEL REQUIREMENTS

Travel within Region and surrounding area to be expected

PHYSICAL REQUIREMENTS

This position must be able to remain in a stationary position a maximum of 50% of the time, constantly operate a computer up to 50% of the time and be able to be in constant communication with coworkers, customers, or stakeholders to discuss and observe facts and data in order to exchange accurate information.