Bank Portfolio Manager

Thrive with the deep roots planted by this prestigious bank!

Contact Anne Wilson at 361-883-3535 or awilson@thewilsongrp.com

Use your Financial Management, Strategic thinking, and Communication skills to join the team of this well-established and growing bank in a culture of excellence!   Outstanding benefits package includes 401K matching, full suite of health benefits, and 30 days of PTO/Holidays per year!  Stability and upward mobility are the hallmarks of this exciting opportunity.  As the Portfolio Manager you will supervise the mortgage operations team and:

  • Continuously monitor current loans and credit lines to ensure compliance with terms and proactively manage risk/exposure and compliance with Credit Policy for assigned portfolio.
  • Join relationship manager on business calls to gather proper documentation for establishing loan and deposit relationships to prospects/existing customers.
  • Gather account information and analyze risk and profitability for the bank with assistance from the credit department.
  • Direct and coach loan assistants for timely processing of executed documents, letter, and reports.
  • Ensure credit review and risk rating practices are continuous, complete, and accurate.
  • Monitor loan portfolios of existing customers and manage account performance and compliance with loan agreement and bank policies/procedures.
  • Facilitate prompt, courteous and satisfactory problem resolution.
  • Represent bank by involvement in community and civic activities.
  • May identify cross-sell opportunities.

Educational and Experience Requirements:

  •  High school diploma is required
  • 2 years prior Commercial Credit Analysis/Portfolio Manager experience
  • Commercial lending experience preferred
  • Bachelor’s Degree in Business, Accounting, Finance, Economics, or equivalent experience preferred
  • Formal Credit training
  • Proficient computer skills including Microsoft Office Suite, and other banking software

TIME TO STRIKE UP A CONVERSATION

We are eager to get you matched perfectly with the right talent or the right employer. Our years of experience translate to great starts.

Attach your resume