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Security Service Federal Credit Union · 1 day ago

Commercial Portfolio Manager Supervisor

San Antonio, TX

Full-time

Onsite

Senior Level

5+ years exp

Security Service Federal Credit Union is seeking a Commercial Portfolio Manager Supervisor to oversee the commercial portfolio management team and enhance performance and efficiencies. This role involves coaching employees, reviewing documentation for compliance, and making recommendations to upper management regarding portfolio management activities.

Financial Services

Growth Opportunities

Responsibilities

Supervising the commercial portfolio management personnel and activities

Scheduling, prioritizing, and distributing workflow

Coaching, training, and counseling employees to ensure accuracy in portfolio management activities

Completing, reviewing, and approving covenant tests and periodic reviews

Supporting management with annual loan reviews and providing feedback to portfolio managers

Making recommendations on financial reporting, covenant testing requirements, and risk rating changes

Reviewing forbearances/modifications and related documentation for compliance

Ensuring policies, procedures, practices, regulations, and documentation requirements are followed

Assisting with special projects as needed

Completing any other job-related duties to help drive to the organization's vision and values

Qualification

Commercial portfolio managementCommercial credit underwritingFinancial reportingMicrosoft Office SuiteProject managementAnalytical skillsInterpersonal skillsCommunication skillsTime managementProblem-solving

Required

Bachelor's degree in accounting, Finance or Business Administration or equivalent experience

A minimum of five (5) years of commercial portfolio management or eight (8) years of commercial credit underwriting or comparable combination of portfolio management, underwriting, and loan administration experience

An equivalent combination of education and experience with commercial loans and underwriting may meet qualifications

Microsoft Word, Excel, PowerPoint, Outlook, plus a good understanding of the Internet environment

Excellent planning and time management skills as well as strong interpersonal and communication skills including verbal, written, and presentational skills

Able to work with all levels of management

Highly organized and detail oriented with the ability to meet and manage critical deadlines and assist with project management

Able to manage multiple tasks and priorities in a high-volume environment

Take initiative and make independent decisions in the best interest of the Credit Union and Member

Preferred

Strong knowledge of commercial lending products, credit policy, loan documentation and administration requirements and legal and regulatory guidelines

Able to interpret credit union and regulatory policy and guidelines to prevent issues and errors

Analyze and interpret complex documents, to define problems, collect data, establish facts, and draw valid conclusions

The ability to empathize and effectively respond to sensitive issues or complaints mitigating potential escalation utilizing independent judgement and initiative in developing appropriate solutions to problems

Possess a thorough knowledge and understanding of federal, state and NCUA regulations as well as commercial loan documentation experience or equivalent experience in a financial industry

Professional appearance, demonstration of poise and tact and a pleasant courteous personality