Strategic CRE Portfolio Manager

UMB Financial Corporation

St. Louis (MO)

On-site

USD 82,000 - 120,000

Full time

14 days+

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Benefits offered by this job

Paid Time Off
401(k) matching program
Annual incentive pay
Health insurance

Job summary

UMB Financial Corporation is seeking a Portfolio Manager II for its Real Estate Group in the St. Louis area.

The role focuses on managing credit risk for a CRE portfolio, including analysis of borrower financials, annual reviews, covenant testing, extensions, and non-performing loan management. You will partner with Relationship Managers to oversee an assigned CRE loan portfolio and perform underwriting duties for existing client relationships, including detailed credit analysis and pricing

Qualifications

  • Bachelor’s degree in Business, Accounting, Finance, Real Estate or related fields.
  • 3+ years CRE experience including credit analysis/underwriting or equivalent.
  • Ability to understand policies, contracts, loan documents, credit reports and financial statements.

Responsibilities

  • Execute portfolio management activities for CRE loans >$2,000,000.
  • Perform detailed credit analysis for annual reviews and modifications.
  • Prepare credit packages for loan committee review and approval.
  • Monitor covenant compliance and document exceptions in a timely manner.
  • Provide recurring customer service to existing and prospective clients.

Skills

Credit analysis/underwriting
Excel
Word
PowerPoint
Financial statements

Education

Bachelor’s degree in Business/Accounting/Finance/Real Estate

Tools

FIS Loan Accounting System

Job description

UMB Financial Corporation is seeking a Portfolio Manager II for its Real Estate Group in the St. Louis area.

The role focuses on managing credit risk for a CRE portfolio, including analysis of borrower financials, annual reviews, covenant testing, extensions, and non-performing loan management. You will partner with Relationship Managers to oversee an assigned CRE loan portfolio and perform underwriting duties for existing client relationships, including detailed credit analysis and pricing

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