Strategic Commercial Loan Portfolio Manager

Susser Bank; Houston (TX); Vor Ort; USD 90.000 - 130.000; Vollzeit

Zusammenfassung

Susser Bank is seeking a Commercial Loan Portfolio Manager to support its growing portfolio of business loans. The role involves underwriting collaboration, risk reviews, and active portfolio management to ensure quality and profitability.

You will work with loan officers, lenders, and attorneys to prepare term sheets, monitor performances, and identify opportunities while maintaining compliance with BSA/OFAC and related regulations. Strong analytical skills are essential.

Qualifikationen

• 5 to 10 years of experience in Commercial Lending Portfolio Management.
• Strong knowledge of credit and lending policies.
• Proficient in Microsoft Office and banking software.
• Excellent analytical and underwriting skills.
• Strong organizational skills and time management.

Aufgaben

• Review loan underwriting and work directly with underwriters to get complete and accurate loan write up to the appropriate approval queues.
• Support Lending Assistants with loan closings, while adhering to credit policy, guidelines, and regulatory requirements.
• Draft term sheets and communicate loan terms with borrowers, as well as request items needed to begin renewal process.
• Support the growth and development of the assigned commercial lending loan portfolio by effective portfolio management.
• Monitor current, matured, and past due loans for Loan Officers, while making appropriate recommendations.
• Effectively monitoring portfolio for revenue opportunities and/or loan exposures.
• Support Loan Officers in prescreening potential borrowers and loans, performs due diligence and proper loan structuring.
• Collaborate with attorneys to reviews loan documentation for accuracy.
• Prepares lending activity reports for management and loan committee as needed
• Establish and maintain relationships with customers to proactively identify and recommend additional opportunities.
• Comply with the Bank Secrecy Act, OFAC and USA PATRIOT Act including Customer Identification Program, customer due diligence and reporting suspicious activity to the BSA Department.
• Maintains current and up-to-date knowledge and continues professional development through training as applicable.
• Demonstrates a courteous, pleasant, self-motivated, and dependable behavior. Maintaining a professional environment in both appearance and conduct.
• Performs additional duties as assigned or directed.

Kenntnisse

Credit policies knowledge

Analytical abilities

Underwriting skills

Time management

Banking financial analysis

Tools

Microsoft Office

Jobbeschreibung

Susser Bank is seeking a Commercial Loan Portfolio Manager to support its growing portfolio of business loans. The role involves underwriting collaboration, risk reviews, and active portfolio management to ensure quality and profitability.

You will work with loan officers, lenders, and attorneys to prepare term sheets, monitor performances, and identify opportunities while maintaining compliance with BSA/OFAC and related regulations. Strong analytical skills are essential.