Commercial Portfolio Manager
Job Posting for Commercial Portfolio Manager at Origin Bank
Origin Bank is seeking a Commercial Portfolio Manager to join our team at our University Park Banking Center in Dallas, TX!
Job Description
Job Description
Summary Daily management of assigned commercial loan relationships for Commercial Relationship Banker’s (CRB’s), including providing a high level of customer support, obtaining financial and collateral information, monitoring covenant and borrowing base compliance, taking ownership of managing CRB exception lists, assisting in the preparation of the credit approval packages, preparation of term sheets and commitment letters, and documenting and closing requests by performing the following duties.
Duties and Responsibilities include the following.
- Serves as a client relationship representative to all customers by listening, researching, and complaint/inquiry resolution as needed.
- Provides guided levels of support, with direct supervision, to CRB’s and the entire lending team on commercial relationships.
- Monitors compliance with legal, regulatory and credit policies on loan documentation, credit approvals and funding, correcting exceptions, and monitoring resolutions.
- Coordinates credit underwriting process and preparation of credit approval packages.
- Monitors loan agreement covenants and borrowing base compliance, and report exceptions.
- Ensures ongoing timely receipt of financial information consistent with bank policy.
- Proactively ensures expiring credit facilities are re-underwritten and appropriately re-established.
- Assists in drafting loan agreements, term sheets, commitment letters, and closing instructions to counsel, as requested by CRB’s.
- Maintains an active role in community affairs by participation in community organizations/projects to improve the bank’s visibility in the area.
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Bachelor's degree (B. A.) from four-year college or university; preferably in Finance, Business, Accounting or related field; minimum of one to three years credit analysis and/or lending experience; working knowledge of federal/state laws related to banking/lending practices; or equivalent combination of education and experience. Advanced knowledge of credit policies, procedures and terminology preferred.
Computer Skills
To perform this job successfully, an individual should have knowledge of the Internet, Outlook, Microsoft Word and Excel. Ability to learn bank-specific software such as MPC, IBS, ADP, etc. Ability to use basic office machines.
Bank Culture/Customer Service Skills
Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank.
This job description reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank’s changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank’s sole discretion.
Please visit our Origin Bank careers page to review the job description in its entirety.
Origin Bank is an equal opportunity employer based not discriminate in hiring or employment based on race, color, sex, age, marital or veteran status, non-job related dis, ability, religion, national origin, genetic information, or any other basis protected by law.
This job description reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank’s changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank’s sole discretion.
Please visit our Origin Bank careers page to review the job description in its entirety.
Origin Bank is an equal opportunity employer based not discriminate in hiring or employment based on race, color, sex, age, marital or veteran status, non-job related dis, ability, religion, national origin, genetic information, or any other basis protected by law.
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