Commercial Portfolio Manager II jobs in United States
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TowneBank · 11 hours ago

Commercial Portfolio Manager II

TowneBank is a financial institution seeking a Commercial Portfolio Manager II to assist loan officers with the loan approval process and manage loan portfolios. The role involves analyzing financials, preparing loan packages, monitoring loans, and building partnerships with business partners.

Banking

Responsibilities

Assist the loan officers with the loan approval process by obtaining and analyzing financials, preparing loan summaries and packages for approval
Attend outside prospect and member meetings as necessary
Monitor the maturing loan report and assist loan officer and administrative officer in underwriting loans for renewal, to include requesting necessary financial information and completing LCA’s for temporary extensions
Manage LO’s Past Dues including adding comments to Insight
Inputting both new loans and renewals to B2B
Complete quarterly Problem Asset Reports for the loan officer’s portfolio for review and approval and assist with managing credit monitoring items and Priority 1 exceptions
Learn about each of the Bank’s products and services as well affiliate companies to look for additional cross selling opportunities as well as assist the loan officer and administrative officer when needed
Work on special projects as requested to help improve efficiencies in the overall loan portfolio management of the region
Work along with and independently of the officers to understand closing requirements for all loans as well as help clear exceptions as needed
Proactively build strong and effective partnerships with all business partners
Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA)
Other duties as assigned

Qualification

Credit analysisUnderwriting commercial creditLoan operations experienceB2BMember service skillsComputer skillsCommunication skillsWork independently

Required

Excellent member service skills
Excellent communication skills and the ability to interact professionally with internal and external members
Complete understanding of TowneBank lending culture and philosophy
Satisfactory completion of Credit and Small Business rotation or equivalent knowledge and experience in analyzing financial statements and underwriting commercial credit
Ability to work with minimum supervision
Ability to work well with various internal departments to achieve team goals and objectives
Previous lending experience or experience in loan operations
Knowledge of Bank policies and procedures
Computer skills (Word and Excel)

Preferred

College degree in Business, Finance or Accounting
Knowledge of B2C and B2B
Has a minimum of 3-7 years of experience of credit analysis/underwriting experience

Company

TowneBank

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TowneBank is a bank that offers various financial services to individuals and businesses.

Funding

Current Stage
Public Company
Total Funding
unknown
2000-01-14IPO

Leadership Team

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William I. Foster III
President & Chief Executive Officer
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Lee Clark
Chief Operating Officer
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Company data provided by crunchbase