• Portfolio Manager I

    Posted Date 1 month ago(6/19/2018 10:40 AM)
    Job ID
    2018-1159
    # of Openings
    1
    Category
    Management
    Company
    Access National Bank
  • Position Summary

     

    Provide support to the assigned Team Leader and Loan Officers to develop, service, and expand business relationships and support the credit underwriting process. Primary duties include facilitating new and renewing credit requests as well as other aspect of the sales and service cycle.

    Essential Functions

     

    •  Provide assistance to prospective and existing clients via various means of communication, to include in person meetings at client sites
    •     General administrative support
    •  Respond to client inquiries and requests for information
    •  Assume responsibility for day-to-day administrative servicing of assigned loans
    •  Draft general memos, request-for-change memos, term sheets and approval letters as needed
    •  Attend client services team pipeline meetings – to include assisting in maintaining team pipeline and assist in managing past due payments, financial statements, credits, etc.
    •  Review loan documentation for accuracy and compliance with relation to the approval
    •  Assist with the ongoing maintenance needs of the client services teams portfolio, including obtaining financial statements and other documentation and servicing needs
    •  Ability to prepare loan packages for submission to credit underwriting and approval, including submission through Bank credit system
    •  Assist in aggregating information for completing loan application packages including financial statements, tax returns, nature of request, terms, collateral and other documents needed
    •  Coordinate with treasury management/branch personnel to open deposit accounts, setup online banking/ ACH origination, wires and all other treasury products offered
    •     Coordinate with lender, assistant portfolio manager, borrower, attorneys, appraisers, title companies, and others to complete closing and disbursement of loan funds
    •  Assist in maintaining complete and fully documented credit and collateral files
    •  Assist in Pre-closing loan duties, including but not limited to, setting up loan files, ordering title work and insurance, obtaining flood certifications, pulling credit reports, and assisting personnel in the Loan Administration Department to obtain information     necessary for settlement
    •  Coordinate title work for real estate closings with title companies and attorneys with client services team oversight
    •  Ability to assemble documentation, upon approval and acceptance of commitment, to bring loan to closing
    •  Assist in updating watch-list reports on a monthly basis or as often as needed
    •  Coordinating with the assistant portfolio manager as needed on all tasks
    •  Coordinating with Construction Draw Department on all draw requests
    •  Ordering appraisals through the Appraisal Department
    •  Coordination and record keeping of invoices with accounting and other internal/external departments for timely payments
    •  Assist in post-closing loan duties regarding Homeowner’s and Builder’s Risk insurance, Post UCC searches, recordation of Deeds of Trusts, Assignment of Rent and Leases, title insurance and obtaining originals of all signed loan documents.
    •  Assist with daily collection and wires of loan payments to DMI. Assist with monthly reconciliation of DMI reports.

     

     

     

    Qualifications

     

    • College degree with a major in Business, Economics, Finance, or other related field or High School degree and equivalent experience.
    •  Must have at least 1 year experience in financial analysis and/or in a commercial lending environment.
    •  Must possess a working knowledge of accounting principles and financial analysis.
    •  Excellent interpersonal, analytical and problem-solving skills.
    •  Excellent math ability and attention to detail.
    •  Excellent verbal and written communication skills.
    •  Must be comfortable in a deadline driven goal oriented sales and service environment.
    •  Must have the ability to work independently and within a team environment.
    •  Must have good working knowledge in loan documentation and perfection of liens.
    •  Must have a working knowledge of bank regulations as it pertains to commercial lending.
    •  PC proficient including Microsoft Office and the use of the Internet.
    •  Some metro area travel required.

     

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