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Primis · 3 months ago

Warehouse Portfolio Manager Associate

Frisco, Texas, United States

Full-time

Onsite

Mid Level

3+ years exp

Primis is a company focused on mortgage warehouse lending, and they are seeking a Warehouse Portfolio Manager Associate. The role involves managing customer requests, monitoring risk compliance, and ensuring adherence to policies while collaborating with various teams to enhance credit opportunities.

Financial Services

Responsibilities

Send customer requests for documents and track for return and completeness

Prepare and assist delivering presentation to credit for opportunity approval

Risk monitoring of existing portfolio for covenant compliance and performance

Manage reporting on aged loans, exception requests, bulge requests, other audit control needs

Ensure all client credit opportunities and approvals are in accordance with policy and procedures

Elevate credit risk or performance issues to management

Regular, reliable, and predictable attendance

Assist the President of Warehouse Lending with credit opportunities and term sheets

Collaborate with relationship managers for strategies and execution

Participate in department projects as assigned

Assist President of Warehouse Lending with marketing, travel, and conference schedule

Locate new opportunities and current market data

Liaison between sales staff, relationship managers, client services, and loan operations

Day to day customer service

Maintain compliance with and adhere to all state and federal regulations and bank policies and procedures, including, but not limited to Bank Secrecy Act, FACT ACT, Community Reinvestment Act, and EEO/AA/Fair Employment Practices

All other duties as assigned

Qualification

Mortgage Banking OriginationLoan ClosingLoan UnderwritingProcess ManagementSocial Media MarketingAnalytical AbilityCustomer CommunicationProblem Solving