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Trustmark Bank · 22 hours ago

CRE Portfolio Manager Associate/ CRE Portfolio Manager I

Atlanta, GA

Full-time

Onsite

Entry, Mid Level

2+ years exp

Trustmark Bank is seeking a CRE Portfolio Manager Associate to assist in the day-to-day activities of the Commercial Real Estate Department. The role involves learning portfolio management, preparing loan packages, monitoring loan compliance, and conducting special projects as required.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Time management

Development of prospect list

Work with Commercial Real Estate personnel on a day-to-day basis to continue learning the fundamentals of loan portfolio management, i.e. loan underwriting, risk analysis, identification of risk rate, packaging and presentation, portfolio management, renewal process, with oversight from an experienced Commercial Real Estate Portfolio Manager

Continue learning and assisting with monitoring loan covenant compliance, exceptions and past dues, and loan draws/advances

Make joint calls with the Commercial Real Estate Relationship Managers, and/or Commercial Real Estate Portfolio Managers to gather information for loan presentation, participates in follow-up calls as needed

Assessment of credit quality and proper risk rating for Commercial Real Estate loan portfolio

Determination of data required for loan packages

Portfolio management decisions

Determination of which existing customers would be potential candidates for expanded services

Practice commercial loan portfolio management skills through practical application of assigned portfolio including project analysis, loan underwriting, proper risk analysis and identification of risk rate, packaging and presentation, renewal processing, loan doc prep and closing, collateral analysis, past due notice management, etc. Work with Audit, Loan Review and the OCC as needed

Monitors loan compliance covenant, exceptions, and past dues as well as monitors construction progress to ensure loan draws are funded and documented

Makes joint calls with the CRE Relationship Managers to gather information for the client; goes on follow-up calls as needed

Solicits existing portfolio customers in an effort to increase and retain volume and cross-sell Bank products and services. Promotes customer relations

Qualification

Commercial lending experienceCredit analysisRisk analysisLending process knowledgePortfolio managementComputer skillsAnalytical skillsInterpersonal skillsDecision makingTime management

Required

Four-year college degree preferred

Minimum of two (2) years banking experience or equivalent in one or a combination of the following areas: Management Development Program, Relationship Manager, Credit Analysis, Retail Banking

Preferred

Bachelor's degree in Business, Finance, and Accounting related field, or equivalent experience

Minimum of three years (3) of commercial lending/credit experience

Experience with real estate or commercial lending risk analysis

Well-developed understanding of lending and credit approval process as well as pertinent bank policies and external regulations

Detailed knowledge of credit analysis practice and procedure

Familiarity with products and services offered by financial services institutions

Excellent interpersonal skills

Developed decision making

Proven ability to build relationships

Time management/organization skills

Computer skills to include word processing and spreadsheet application

Effective analytical skills

Ability to interact with external and internal customers

Company

Trustmark Bank

Trustmark is a financial services company providing banking and financial solutions through offices in Alabama, Florida, Georgia, Mississippi, Tennessee and Texas.

Founded in 1889

Jackson, Mississippi, USA

1001-5000 employees

https://www.trustmark.com/

H1B Sponsorship

Trustmark 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

2023 (1)

2021 (1)

2020 (1)