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Renasant Bank · 11 hours ago

Portfolio Manager

Albany, GA

Full-time

Onsite

Entry, Mid Level

1+ years exp

Renasant Bank is seeking a Portfolio Manager to manage a developed and extensive commercial loan portfolio. The role involves working with Commercial Relationship Officers and customers to gather information, prepare documents, and assist in loan reviews while supporting lenders in all aspects of their relationships.

BankingConsultingFinancial Services

Responsibilities

Work with both Loan Assistant and Lender to collect financial and related data in order to determine the general credit worthiness of prospects and customers and determine the merits of the specific loan request

Prepare the loan submission form, addendums, and other components of the loan submission package for both new and maturing loans

Otherwise assist in all aspects of managing Lender's portfolio

Obtain and retain product knowledge

Support the collection of past due loans

Support the clearing of financial statement and documentation exceptions

Direct financial information to credit analysts for spreading and analysis

Monitor new developments in lending, compliance with loan policies, and compliance with appropriate regulations

Maintain working knowledge of loan documentation and bank terminology

Assist in preparation of various reports and submissions to credit administration and loan review

Participate with Lender in ongoing marketing to include making direct sales calls to prospects and customers

Ability to deal tactfully and effectively with customers as well as fellow employees

Assume ownership of assigned loans with little or no direct supervision

Perform other related duties as assigned

Qualification

Financial analysisLending experienceLoan regulationsExcelCustomer service orientation

Required

A high school diploma or equivalent required, College degree with emphasis in Finance and/or Accounting or equivalent experience in financial analysis is preferred

1 year previous lending experience or 3 years job related experience

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and procedure manuals

Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public

Financial and analytical skills

Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form

Customer service orientation