Senior ABL Credit & Portfolio Lead

Sunflower Bank, N.A; Austin (TX); On-site; USD 110,000 - 135,000; Full time

Benefits offered by this job

401(k) Plan with 6% Match

Health/Dental/Vision Insurance

Company-paid Life Insurance

Tuition Reimbursement

Paid Time Off

Volunteer Leave

Paid Holidays

Job summary

Sunflower Bank, N.A. is seeking an energetic Credit Administrator - Asset Based Lending (ABL) to oversee a team of Portfolio Managers and Credit Analysts, driving consistent underwriting and adherence to credit policies.

The ideal candidate has 8+ years in ABL underwriting, strong MS Office skills, and experience with Solifi/Stucky, Salesforce.com and nCino; travel may be required. Responsibilities include pipeline management, portfolio reviews, coaching PMs, and adherence to loan policy.

Qualifications

• Bachelor’s Degree in Accounting, Finance or other applicable undergraduate or graduate degree.
• 8+ years in ABL underwriting and portfolio management and commercial credit analysis
• Microsoft Office Suite skills, specifically Word/Excel
• Prefer experience with Solifi/Stucky system
• Aptitude for learning new systems quickly: Salesforce.com and nCino Bank Operating System
• Excellent verbal and written communication skills
• Travel will be required, as needed.

Responsibilities

• Ensure appropriate level of portfolio management support for ABL lending platform by staying abreast of the new deal pipeline and staffing deals appropriately.
• Support Portfolio Management knowledge and career development through calls and customer meetings, understanding credit and operating policies and business line strategies.
• Monitor, evaluate and coach ABL Portfolio Managers in underwriting, renewals, covenant testing, and related activities.
• Meet regularly with ABL Business leadership and RSCA to review the portfolio and ensure team communication.
• Maintain understanding of concentration limits and industry appetite.
• Maintain relationships with internal subject matter experts and ensure adherence to loan policy/underwriting standards.
• Participate in portfolio reviews and rolling loan review meetings; ensure quality of underwriting.
• Oversee annual training to stay abreast of underwriting standards; comply with laws and company policies.

Skills

Financial analysis

Credit analysis

MS Excel

MS Word

Verbal & written communication

Travel readiness

Education

Bachelor's degree in Accounting or Finance

Tools

Solifi/Stucky system

Salesforce.com

nCino Bank Operating System

Microsoft Office

Job description

Sunflower Bank, N.A. is seeking an energetic Credit Administrator - Asset Based Lending (ABL) to oversee a team of Portfolio Managers and Credit Analysts, driving consistent underwriting and adherence to credit policies.

The ideal candidate has 8+ years in ABL underwriting, strong MS Office skills, and experience with Solifi/Stucky, Salesforce.com and nCino; travel may be required. Responsibilities include pipeline management, portfolio reviews, coaching PMs, and adherence to loan policy.