First United Bank · 4 hours ago
Portfolio Manager
Denton, TX
Full-time
Onsite
Entry, Mid Level
2+ years expFirst United Bank is seeking a Portfolio Manager to provide support to Loan Officers in managing their commercial and consumer loan portfolios. The role involves customer interaction, financial analysis, and ensuring compliance with bank procedures while also enhancing business development efforts through relationship building.
BankingFinancial ServicesInsuranceLending
Responsibilities
Acts as a key contact for commercial and consumer loan customers and services existing customers
Provides support to Loan Officers in the form of technical and analytical responsibilities in gathering and analyzing financial information, industry information, loan application preparation, monitoring of covenant compliance and review of terms
Interacts with third parties to obtain information necessary to underwrite close and monitor loans
Complies with bank procedures by maintaining accurate loan documentation and following operational/security guidelines
Identifies customer needs and acts on opportunities to develop fuller banking relationships by cross-selling other bank products to new and existing customers
Enhances business development efforts through relationship building with potential or existing customers and by participating in community activities/functions
Monitors loan process to ensure full customer satisfaction
Ensures that delinquency is maintained within the Bank’s standard guidelines
Keeps Loan Officers updated as to ongoing needs of customers
Demonstrates knowledge and expertise of consumer lending practices and financial principles and supports the Company’s overall mission, standards, policies and procedures, and confidentiality guidelines
Handles customer complaints and escalates issues as needed
Work to collect past dues within portfolio
Maintain high level of integrity
Recommends to supervisor possible methods to improve department
Completes all required compliance exams on a yearly basis
Adherence to all First United Policies and Procedures
Dresses professionally
Other duties as assigned by supervisor
Qualification
Required
Bachelor's degree in Business or Finance or an equivalent combination of education, training, or experience
Two years of experience in financial services field
Exceptional customer service skills
Demonstrates good judgment, problem-solving, and decision making skills
Ability and willingness to take the lead in development and completion of a wide range of projects
Computer and Software proficiency
Strong interpersonal skills and ability to work well with a wide range of people
Ability to communicate well with customers by all means of communication including written, verbal, and non-verbal communication
Dependable and adheres to time lines and schedules
Preferred
Consumer or commercial lending background preferred
Company
First United Bank
First United Bank is a banking company that specializes in the fields of personal banking, loans, and business loans.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$80.45M2022-02-01Series Unknown· $80.45M
Leadership Team
Tadd D. Tobkin
Executive Vice President
Recent News
2026-01-13
2025-11-11
2025-10-22
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