Commercial Loan Portfolio Manager

Pleasanton, CA


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Type: Permanent

Experience: Experienced Professional (Non-Manager)

Category: Banking

Industry: Financial / Banking

Reference ID: MC87235PLSN

Date Posted: 04/10/2024

Shortcut: http://sales-consultants-of-sacramento.jobs.mrinetwork.com/n2vUMn


Actively seeking an experienced Commercial Loan Portfolio Manager to:
  • Participate with the Commercial Lender in meetings with the client or prospect at either the customer's place of business or at the bank offices.
  • Assist the Commercial Lender by maintaining any CRM or Pipeline Reports, and assist in other sales management reporting. 
  • Attend internal sales meetings in support of business development activities.
  • Support the Commercial Lender in client and prospect meetings.
  • Assist the Commercial Lender to assure that all relevant information is provided to the credit department in a timely and efficient manner so that all credits can be appropriately underwritten and decisions can be made for our customers in a expeditious manner.
  • Assist the Commercial Lender by working jointly with the credit department to appropriately underwrite the credit, and to develop the appropriate credit structure in relationship to the credit risk.
  • Assist the Commercial Lender by working independently with the centralized Loan Documentation staff to request all required documentation for the loan, to include documentation in regards to participated loans.
  • Assist the Commercial Lender by conducting loan closings and monitoring the portfolio
  • Assist the Commercial Lender by scheduling, attending, and participating in the Lender Annual Review, including an update of collateral valuations.
  • Be actively involved in community activities that will promote the bank and/or assist in business development.
  • 5+ years of C&I and CRE loan underwriting/portfolio management experience
  • Bachelor’s degree in business, accounting or equivalent training and experience(preferred)
  • Knowledge of commercial credit products, concepts, processes, and functions
  • Knowledge of business management and planning tools, including financial statements and ratios, budgets, inventory and accounts receivable turnover
  • Ability to analyze and interpret financial statements, business reports and legal documents
  • Knowledge of applicable federal/state banking regulations Effective math skills, including ratios, percentages, interest and amortization
  • Good judgment and problem solving skills

 

For further consideration towards this and/or other opportunities please inquire confidentially to mike@scsacramento.com or call 916-850-2437.  All inquiries held in strict confidence.  Thank you for your interest.

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