The Portfolio Manager will ensure early identification of risk in the credit through review of gathered documentation. Analyzes financial statements, industry risks, collateral, credit structure for possible deterioration in the overall credit risk profile of the borrower. Review loan documents comparing them to the approved CAM to ensure loan documents are executed in accordance with the CAM and loan policy. Assist Portfolio Manager II/III or Supervisor in preparation of CAR/Watch Reports for credits that are risk rated Pass Watch, participate in CAR/Watch meeting(s). Review and make recommendation for resolution of covenant violations or needed modifications/forbearance including oversight and review of necessary documentation. Manage assigned commercial loan portfolio exceptions through customer contact to ensure delivery of financial statements, tax returns and other required financial information under the loan agreement and ongoing servicing of the credit. Review and ensure documents are uploaded to the document repository and ensure ticklers are appropriately maintained. Monitor and collect delinquent loans in accordance with state and federal laws and regulations.
Bachelor's degree in accounting, Finance or Business Administration or equivalent experience. A minimum of two (2) year of commercial portfolio management or commercial credit underwriting or four (4) year's comparable combination of portfolio management, underwriting, and loan administration experience. An equivalent combination of education and experience with commercial loans and underwriting may meet qualifications. Microsoft Word, Excel, PowerPoint, Outlook, plus a good understanding of the Internet environment. Excellent planning and time management skills as well as strong interpersonal and communication skills including verbal, written, and presentational skills. Able to work with all levels of management. Highly organized and detail oriented with the ability to meet and manage critical deadlines and assist with project management. Able to manage multiple tasks and priorities in a high-volume environment. Take initiative and make independent decisions in the best interest of the Credit Union and Member.
Portfolio Manager • San Antonio, TX, United States
Portfolio Operations Manager - Texas.Seldin Company is seeking a Portfolio Operations Manager in Texas.This position will offer a competitive salary determined by experience, certifications, skills... Show more
Asset Manager Job Duties: Manages client assets according to investment preferences and goal... Show more
Asset Manager Job Duties: Manages client assets according to investment preferences and goals... Show more
Actuary Job Duties: Interprets financial information to determine forecasts and ... Show more
Industry/Sector Not Applicable Specialism Managed Services Management Level Senior Manager Job Description & Summary The Opportunity As a Managed Services Revenue Cycle - Pre Access - Senio... Show more
Step into a Finance Manager role and take full ownership of finance for a growing construction business.This is a hands-on leadership role where you’ll directly impact cash flow, strategy, and scal... Show more
The Portfolio Manager will ensure early identification of risk in the credit through review of gathered documentation.Analyzes financial statements, industry risks, collateral, credit structure for... Show more
Responsible for performing various collection duties on consumer or mortgage accounts in various stages of risk or performance to effectively reduce delinquency, losses and increase recoveries.Area... Show more
Outbound Client Acquisition Associate.Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintainin... Show more
Compile statistical data and other information for further analysis Estimate the probability and likely economic cost of an event such as death, sickness, an accident, or a natural disaster Design,... Show more
Industry-shaping decentralized finance (DeFi) infrastructure project.The Company is seeking a Head of Fintech Partnerships to spearhead the creation and management of strategic alliances with a foc... Show more
San Antonio, TX (Hybrid – 2 days in / 3 days remote).This is a really strong opportunity for someone who wants more than just running a reporting cycle.The company is growing and going through some... Show more
Treasurer Job Duties: Analyzes and recommends optimal capital structure alternatives ... Show more
Portfolio Manager role is positioned within Credit Administration and is integral to the success of each line of business it supports, helping to drive the strategic vision set forth by Texas Capit... Show more
The Portfolio Manager Supervisor is responsible for supervising the commercial portfolio management personnel and activities.In coordination with management, schedules, prioritizes, and distributes... Show more
Commercial Portfolio Manager 4.Working under the direct supervision of a Portfolio Group Manager, Senior Group Sales Manager or Market President, the Commercial Portfolio Manager 4 is a significant... Show more
Cash Applications Specialist (Engineering).This is an opportunity for a financial reporting professional who wants to do more than manage reporting deadlines.As the company continues to grow and in... Show more
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager Job Description & Summary A career in our Financial Services Tax practice, within Corpor... Show more
