CRE Portfolio Manager Associate / CRE Portfolio Manager I
TrustmarkPensacola, FL, United States6 days ago
Job type
- Full-time
Job descriptionAssessment of credit quality and proper risk rating for Commercial Real Estate loan portfolio Determination of data required for loan packages Portfolio management decisions Determination of which existing customers would be potential candidates for expanded services Practice commercial loan portfolio management skills through practical application of assigned portfolio including project analysis, loan underwriting, proper risk analysis and identification of risk rate, packaging and presentation, renewal processing, loan doc prep and closing, collateral analysis, past due notice management, etc. Work with Audit, Loan Review and the OCC as needed. Monitors loan compliance covenant, exceptions, and past dues as well as monitors construction progress to ensure loan draws are funded and documented. Makes joint calls with the CRE Relationship Managers to gather information for the client; goes on follow-up calls as needed. Solicits existing portfolio customers in an effort to increase and retain volume and cross-sell Bank products and services. Promotes customer relations. Four-year college degree preferred Minimum of two (2) years banking experience or equivalent in one or a combination of the following areas : Relationship Manager Credit Analysis Retail Banking Bachelor's degree in Business, Finance, and Accounting related field, or equivalent experience. Minimum of three years (3) of commercial lending / credit experience. Experience with real estate or commercial lending risk analysis Well-developed understanding of lending and credit approval process as well as pertinent bank policies and external regulations Detailed knowledge of credit analysis practice and procedure Familiarity with products and services offered by financial services institutions Excellent interpersonal skills Developed decision making Proven ability to build relationships Time management / organization skills Computer skills to include word processing and spreadsheet application Effective analytical skills Ability to interact with external and internal customers
CRE Portfolio Manager Associate / CRE Portfolio Manager I
Location
US-AL-Mobile | US-FL-Pensacola
Job ID
2025-18901
Category
Commercial Banking
Type
Regular Full-Time
Job Grade
12
FLSA Status
Exempt
Working Hours
8-5
Job Location : Company
AL / MS / FL Gulf Coast Commercial RE - 13569
Overview
The purpose of this job is to operate under the guidance of Commercial Real Estate Portfolio Manager in the day-to-day activities of the Commercial Real Estate Department, while developing / building the skills necessary to progress as a Portfolio Manager. Other purposes are to assist in portfolio management, the preparation of loan packages, learning to monitor loan covenants compliance, exception reporting, clearing exceptions, loan draws, etc. And to conduct special projects as required.
Responsibilities
Time management
- Development of prospect list
- Work with Commercial Real Estate personnel on a day-to-day basis to continue learning the fundamentals of loan portfolio management, i.e. loan underwriting, risk analysis, identification of risk rate, packaging and presentation, portfolio management, renewal process, with oversight from an experienced Commercial Real Estate Portfolio Manager.
- Continue learning and assisting with monitoring loan covenant compliance, exceptions and past dues, and loan draws / advances.
- Make joint calls with the Commercial Real Estate Relationship Managers, and / or Commercial Real Estate Portfolio Managers to gather information for loan presentation, participates in follow-up calls as needed
Level I additional responsibilities :
Qualifications
Management Development Program
L evel I additional qualifications :
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Portfolio Manager • Pensacola, FL, United States
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