Susser Bank · 15 hours ago
Portfolio Manager
San Antonio, TX
Full-time
Onsite
Senior Level
5+ years expSusser Bank is a financial institution focused on providing commercial lending services. The Commercial Loan Portfolio Manager will manage a portfolio of business loans, ensuring compliance and supporting loan officers while also monitoring loan performance and identifying growth opportunities.
BankingCommercialFinancial Services
No H1B
Responsibilities
Review loan underwriting and work directly with underwriters to get complete and accurate loan write up to the appropriate approval queues
Support Lending Assistants with loan closings, while adhering to credit policy, guidelines, and regulatory requirements
Draft term sheets and communicate loan terms with borrowers, as well as request items needed to begin renewal process
Supports the growth and development of the assigned commercial lending loan portfolio by effective portfolio management
Monitor current, matured, and past due loans for Loan Officers, while making appropriate recommendations
Effectively monitoring portfolio for revenue opportunities and/or loan exposures
Support Loan Officers in prescreening potential borrowers and loans, performs due diligence and proper loan structuring
Collaborate with attorneys to reviews loan documentation for accuracy
Prepares lending activity reports for management and loan committee as needed
Establish and maintain relationships with customers to proactively identify and recommend additional opportunities
Comply with the Bank Secrecy Act, OFAC and USA PATRIOT Act including Customer Identification Program, customer due diligence and reporting suspicious activity to the BSA Department
Maintains current and up-to-date knowledge and continues professional development through training as applicable
Demonstrates a courteous, pleasant, self-motivated, and dependable behavior. Maintaining a professional environment in both appearance and conduct
Performs additional duties as assigned or directed
Qualification
Required
5 to 10 years' experience in Commercial Lending Portfolio Management
Strong knowledge of credit and lending policies
Proficient in using PC software tools including Microsoft Office
Banking financial analysis
Strong analytical and underwriting skills
Strong organizational skills and effective time management
Preferred
Bachelor's degree preferred
Company
Susser Bank
Susser Bank is a Texas-based bank offering a full suite of personal and commercial banking solutions.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$0.8M2017-04-17Seed· $0.8M
Leadership Team
Sam L. Susser
Chairman and CEO
Julie Anderson
Chief Financial Officer
Company data provided by crunchbase