Mainstreet Community Bank of Florida · 6 days ago
Commercial Loan Portfolio Manager
Clermont, FL
Full-time
Onsite
Mid LevelMainstreet Community Bank of Florida is seeking a Commercial Loan Portfolio Manager to join their team. The role involves assisting lending officers with processing and servicing commercial loans, conducting financial analyses, and ensuring compliance with bank policies and regulations.
BankingCredit CardsFinanceFinancial Services
Responsibilities
Assist Lending Officers with processing and servicing commercial loan relationships, including performing timely financial analysis / underwriting for loan renewals, annual reviews, and modifications (extensions, waivers, amendments, etc.), and new loan requests within the framework of MCB’s loan credit policies and desired risk profile
Effectively communicate with the Credit Analysis Department regarding all loan requests and modifications that require their involvement in the preparation of the Commercial Loan Information Presentation
Remain well informed on all client matters and facilitate communication with customers to receive ongoing financial updates to identify risks and strengthen relationships
Assist Lending Officers with closing of loan transactions
Assist Lending Officers with monitoring and collecting past due loans, preparing customer correspondence and loan grade change forms
Assist Lending Officers with obtaining required updated financial data on all customers and then reviewing the information to note any significant changes and trends, as well as determining compliance with any applicable loan covenants
Assist Lending Officers with ordering appraisals, flood determinations, credit reports, title searches/policies, environmental site assessments and data searches, including reviewing these items for accuracy and any potential issues or concerns
Assist Lending Officers with clearing policy and loan documentation exceptions
Assist MCB in maintaining compliance with its BSA and USA Patriot Act Programs
Demonstrate compliance with customer rights to confidentiality and privacy and maintain an environment of security and trust while providing expertise and support in negotiating and documenting transactions
Effectively communicate with Loan Operations Department to facilitate the loan document preparation and funding process, as well as coordinate any changes or modifications that will need to be made on MCB’s loan system
Review loan documents prior to closing for compliance with all approval conditions
Assist Lending Officers in preparation of commitment letters and ensure they reflect and comply with all loan approval conditions
Must complete all required annual training
Follow required federal and state regulations and related internal policies and procedures
Qualification
Required
Strong verbal and written communication skills with high level of attention to details
Strong working knowledge of Microsoft Office applications and bank related software
Familiarity with various financial reporting documents and methods
Able to organize and present complex situations in a clear concise manner
Able to set priorities, multi-task and meet deadlines
Team player, positive attitude
Maintains and ensures confidentiality
Able to work overtime during times of business needs
Strong organizational skills and effective time management
Excellent oral and written communications skills
Strong ability to analyze and interpret financial statements
Working knowledge of Bank operating policies and procedures
Ability to build trust and strong relationships with clients, especially when dealing with confidential financial information
Preferred
Bachelor's degree in related field and prior Commercial Loan Underwriting, Lending or Portfolio Management experience preferred
Company
Mainstreet Community Bank of Florida
Mainstreet Community Bank of Florida provides credit cards, loans and financial services for individuals and businesses.
Founded in 2003
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Tom Ingram
Ocala Market CEO
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