Portfolio Manager, Banking & Credit Solutions

Austin Bank; Jacksonville (TX); Sur place; USD 55 000 - 85 000; Plein temps

Résumé du poste

Austin Bank is seeking a diligent Credit Analyst to manage client portfolios and support loan approvals. The role requires strong financial analysis skills, attention to regulatory details, and the ability to coordinate with multiple internal teams to deliver optimal banking solutions.

Responsibilities focus on maintaining portfolio quality, assisting with documentation, and promoting excellent customer service while supporting the bank's risk management framework.

Qualifications

• Experience evaluating financial statements and cash flows.
• Strong customer service and communication skills.
• Ability to coordinate with credit, appraisal, and loan support teams.

Responsabilités

• Ensure compliance with BSA/CIP and bank policies.
• Provide superior customer service and build long‑term client relationships.
• Collaborate with Relationship Manager and Credit Department as liaison for clients.
• Maintain portfolio quality by monitoring past‑due items, covenants and loan terms.
• Assist lenders with financial information and documentation; flag issues to Credit Team.
• Analyze loan requests and prepare cash flows/spreads for loans under $500,000.
• Attend loan closings and client meetings; participate in loan approval process.

Connaissances

Credit analysis

Relationship management

Regulatory compliance

Formation

Bachelor's degree in Finance or related field

Outils

Credit software

Description du poste

Austin Bank is seeking a diligent Credit Analyst to manage client portfolios and support loan approvals. The role requires strong financial analysis skills, attention to regulatory details, and the ability to coordinate with multiple internal teams to deliver optimal banking solutions.

Responsibilities focus on maintaining portfolio quality, assisting with documentation, and promoting excellent customer service while supporting the bank's risk management framework.