Commercial Loan Portfolio Manager

MRINetwork; Dallas (TX); On-site; USD 110,000 - 160,000; Full time

Job summary

MRINetwork is seeking an experienced Commercial Loan Portfolio Manager to support the Commercial Lender in client interactions and portfolio oversight. You will maintain CRM/pipeline reporting, participate in meetings at client sites or bank offices, and help ensure efficient underwriting and timely credit decisions.

The role involves coordinating loan documentation, assisting with loan closings, portfolio monitoring, and participating in annual lender reviews.

Qualifications

• 5+ years of C&I and CRE loan underwriting and portfolio management experience.
• Bachelor’s degree in business or accounting or equivalent training and experience (preferred).
• Knowledge of commercial credit products, concepts, processes, and functions.
• Ability to analyze and interpret financial statements, business reports and legal documents.
• Strong math skills including ratios, percentages, interest and amortization.
• Good judgment and problem-solving skills.
• Knowledge of applicable federal/state banking regulations.

Responsibilities

• Participate with the Commercial Lender in meetings with the client or prospect at the customer's place of business or at the bank offices.
• Assist the Commercial Lender by maintaining CRM or Pipeline Reports and assist in 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 ensure timely information reaches the credit department for underwriting decisions.
• Assist in underwriting credit and developing credit structures in relation to risk.
• Coordinate with centralized Loan Documentation staff to request all required documentation for the loan.
• Assist in loan closings and monitoring the portfolio.
• Schedule, attend, and participate in the Lender Annual Review, including collateral valuations updates.
• Be actively involved in community activities to promote the bank and aid in business development.

Skills

C&I loan underwriting

Portfolio management

Credit analysis

Financial statement analysis

Problem solving

Good judgment

Education

Bachelor's degree in business or accounting

Tools

CRM systems

Job description

Actively seeking anexperienced 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.

Job Requirements

• 5+ years ofC&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