Portfolio Manager

Requirements

• 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.
• 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.