Portfolio Manager

Susser Bank
San Antonio, TX
Category Finance
Job Description
The Commercial Loan Portfolio Manager supports the Bank's portfolio of business by servicing prospective and current customers with commercial loans, conducting risk reviews, financial statement analysis, and underwriting.

Requirements

  • Review loan underwriting and work directly with underwriters
  • Support Lending Assistants with loan closings
  • Draft term sheets and communicate loan terms with borrowers
  • Monitor current, matured, and past due loans
  • Effectively monitoring portfolio for revenue opportunities and/or loan exposures
  • Support Loan Officers in prescreening potential borrowers and loans
  • Collaborate with attorneys to reviews loan documentation
  • Prepare lending activity reports for management and loan committee
  • Establish and maintain relationships with customers to proactively identify and recommend additional opportunities
  • Comply with the Bank Secrecy Act, OFAC and USA PATRIOT Act
  • Maintain current and up-to-date knowledge and continues professional development
  • Demonstrate a courteous, pleasant, self-motivated, and dependable behavior
  • Perform additional duties as assigned or directed
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