Origin Bank · 2 weeks ago
Commercial Portfolio Manager II
Frisco, TX
Full-time
Onsite
Mid, Senior Level
3+ years expOrigin Bank is committed to fostering a people-first culture that supports professional and personal growth. The Commercial Portfolio Manager II will manage assigned commercial loan relationships, ensure compliance with credit policies, and provide customer support while collaborating with Relationship Managers and the lending team.
BankingFinanceFinancial Services
Responsibilities
Serves as a client relationship representative to all customers by listening, researching, and complaint/inquiry resolution as needed
Provides strong levels of support with minimum supervision to CRBs and the entire lending team on commercial relationships
Ensures compliance with legal, regulatory and credit policies on loan documentation, credit approvals and funding, correcting exceptions, and monitoring resolutions
Coordinates credit underwriting process and preparation of credit approval packages
Monitors loan agreement covenants and borrowing base compliance as well as report exceptions
Ensures ongoing timely receipt of financial information consistent with bank policy
Proactively ensures expiring credit facilities are re-underwritten and appropriately re-established
Consults with Relationship Managers and Credit to make recommendations on risk ratings
Reviews equipment and real estate appraisals in conjunction with Relationship Managers
Assists with Watch List credits (prepares CARS, communicates with customers regarding reducing credit exposure, paying off or refinancing notes, or rehabbing operational and financial results
Inputs loan requests and supporting information into loan processing software
Develops and administers pre-credit analysis function on credit relationships
Assists relationship managers in structuring credits, assessing covenants, and monitoring procedures
Performs loan reviews/annual reviews on selected borrowers and guarantors for credit relationships
Assists in drafting loan agreements, term sheets, commitment letters, and closing instructions to counsel, as requested by CRBs
Identifies and follows up on specific leads offering business development opportunities, promoting the bank’s services (including investment and insurance referrals), placing the prospect in contact with the appropriate bank personnel and following through to determine the results of the meeting
Maintains an active role in community affairs by participation in community organizations/projects to improve the bank’s visibility in the area and enhance business opportunities
Qualification
Required
Bachelor's degree (B. A.) from four-year college or university; preferably in Finance, Business, Accounting or related field
Minimum of three to five years credit analysis and/or lending experience or until candidate has achieved a level of proficiency where minimal guidance from CRB's and/or Management is required to perform outlined Duties and Responsibilities
Working knowledge of federal/state laws related to banking/lending practices
Equivalent combination of education and experience
Preferred
Advanced knowledge of credit policies, procedures and terminology
Benefits
Competitive total rewards package
Generous benefits and compensation tailored to your skills, experience, and education
Dream Manager program
One-on-one guidance from a nationally certified health and wellness coach
Free access to certified financial professionals
Company
Origin Bank
A bank that offers personal banking and housing lending services in Louisiana, Mississippi, and Texas.
501-1000 employees
H1B Sponsorship
Origin Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2022 (2)
Funding
Current Stage
Public CompanyTotal Funding
$45M2018-05-08IPO
2017-11-28Private Equity· $45M
Leadership Team
Zachariah Wasson
Executive Vice President and Chief Financial Officer
Recent News
2025-10-31
Origin Bancorp, Inc.
2025-10-24
Company data provided by crunchbase