NPAworldwide · 1 month ago
Loan Portfolio Officer
Plano, TX
Full-time
Onsite
Entry, Mid Level
$26.44/hr - $38.46/hr
2+ years expNPAworld is a company that emphasizes strong employee support and career growth. They are seeking a Loan Portfolio Officer responsible for maintaining and monitoring the loan portfolio, ensuring compliance with regulations, and assisting clients with their financial needs.
Recruiting
Responsibilities
Under the direction of the Team Manager, maintain and monitor a loan portfolio which includes evaluating, recommending and structuring loans; monitoring quarterly financial statements, and addressing any issues; as well as recommending loan amendments and renewals based on client needs
Ensure compliance with Bank, regulatory and credit requirements with emphasis on quality client service
Prepare and review various reports such as credit underwriting documents, compliance checks, financial spreads, past due reports, tickler reports, exception reports, and pipeline reports, etc
Assist clients and follow up on outstanding items such as analyzing client financial statements and verifying covenant compliance
May assist with training of loan assistants
Qualification
Required
College graduate with major in business, finance, or accounting required
Minimum 2 years of experience in corporate commercial lending in credit analysis or portfolio management required
PC proficient
Strong verbal and written communication skills
Organized and detail oriented
Good credit knowledge of Banks credit underwriting policies and approval process for assigned loan
Ability to work effectively in a fast-paced, high production environment
Strong financial analysis and accounting skills
Preferred
Thorough knowledge of lending regulations and underwriting practices preferred
Focus on CRE lending, more than commercial lending
Bilingual (English/Mandarin or Cantonese) a plus
Benefits
Medical, dental, vision, life and disability insurance
Flexible spending accounts or health savings accounts
Paid time off (vacation, sick, holiday)
Employee Assistance Program (EAP)
Well-Being Program that rewards healthy habits
Medical premium discounts to participants
Training and career development for its staff
Leadership and management training
Opportunities for inter-department transfers and online learning
Formal programs for newly promoted supervisors/managers and senior leaders
Company
NPAworldwide
NPAworldwide is a global recruiting network that facilitates placements that result in split fees.
2-10 employees
Funding
Current Stage
Early StageRecent News
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