Security Service Federal Credit Union · 2 days ago
Portfolio Manager
San Antonio, TX
Full-time
Onsite
Entry, Mid Level
2+ years expSecurity Service Federal Credit Union is seeking a Portfolio Manager I to ensure early identification of risk in credit through documentation review and analysis. The role involves managing a commercial loan portfolio, ensuring compliance with loan policies, and monitoring delinquent loans.
Financial Services
Responsibilities
Ensure early identification of risk in the credit through review of gathered documentation
Analyze financial statements, industry risks, collateral, credit structure for possible deterioration in the overall credit risk profile of the borrower
Review loan documents comparing them to the approved CAM to ensure loan documents are executed in accordance with the CAM and loan policy
Assist Portfolio Manager II/III or Supervisor in preparation of CAR/Watch Reports for credits that are risk rated Pass Watch, participate in CAR/Watch meeting(s)
Review and make recommendation for resolution of covenant violations or needed modifications/forbearance including oversite and review of necessary documentation
Manage assigned commercial loan portfolio exceptions through customer contact to ensure delivery of financial statements, tax returns and other required financial information under the loan agreement and ongoing servicing of the credit
Review and ensure documents are uploaded to the document repository and ensure ticklers are appropriately maintained
Monitor and collect delinquent loans in accordance with state and federal laws and regulations
Qualification
Required
Bachelor's degree in accounting, Finance or Business Administration or equivalent experience
A minimum of two (2) year of commercial portfolio management or commercial credit underwriting or four (4) year's 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
Company
Security Service Federal Credit Union
Security Service Federal Credit Union gives financial products and services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Aaron Leek
Executive Vice President / Chief Operating Officer
Recent News
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