Business Officer (CRE Portfolios)

PGM Tek; Houston (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

PGMTEK, Inc in Houston, TX is seeking an experienced CRE underwriter and relationship manager to develop consumer and corporate banking clients across Texas and the southern region.

The role focuses on underwriting loans, processing applications, ensuring compliance, and maintaining productive client relationships to drive regional growth.

Qualifications

• Bachelor's degree in Business, Accounting or Finance.
• 3+ years of CRE underwriting or relationship management experience.
• Knowledge of regional market.
• Strong analytical and credit assessment skills.

Responsibilities

• Develop new consumer customers and manage account openings.
• Review loan applications and ensure they meet lending guidelines.
• Underwrite loan documents and support loan approvals.
• Monitor loan portfolio and conduct loan reviews.
• Maintain compliance with Credit, Compliance and Operations policies.

Skills

Analytical

Written communication

Teamwork

Technical proficiency

Education

Bachelor's degree in Business/Accounting/Finance

Job description

Houston, United States

Welcome to PGMTEK, Inc where we help candidates find the opportunities that best match with their career goals.

Job Description

Summary/Objective:

Develop new and manage existing businesses from consumer clients in Texas and the southern region; ensure overall operational efficiency and productivity of the regional office.

Essential Functions

A. Retail Banking

• 1. Develop new consumer customers and process the account opening procedure


• 2. Follow the bank's policy and procedure, including but not limited to Credit, Compliance, Operation


• 1. Develop new corporate customers and process the account opening procedure


• 2. Assist AO doing review and analysis of loan applications to ensure they are within lending guidelines.


• 3. Review loan documents and perform the underwriting process


• 4. Assist AO on all loan approval related work


• 5. Complete the input and approval process through related systems


• 6. Perform the credit monitoring and loan portfolio management, conduct the loan review process with assistance from AO.


• 7. Follow the bank's policy and procedure, including but not limited to Credit, Compliance, Operations

In order to perform the job successfully, an individual should demonstrate the following competencies

• I. Analytical - Strong mathematical and analytical skills


• 2. Written Communication - Writes clearly and informatively


• 3. Teamwork - Gives and welcomes feedback


• 5. Ability to perform services from a Bank office or branch to, among other things, access the Bank’s computer systems and engage in an interactive environment with co-workers.

Travel Requirements

Moderate travel within region is required to visit prospective customers/clients.

Required Education and Experience

Bachelor's degree in Business, Accounting or Finance. Three plus years of CRE underwriter or relationship management experience and knowledge of regional market