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Portfolio Manager
Susser Bank
San Antonio, TX
Category
Finance
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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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