обновлено 18 часов назад
PCG Loan Portfolio Manager - Senior
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Описание вакансии
Текст:
TL;DR
PCG Loan Portfolio Manager - Senior (Commercial Lending): Developing and maintaining profitable commercial loan relationships and administering private client loan portfolios with an accent on underwriting, loan recommendations, renewals, and portfolio risk monitoring. Focus on analyzing business and personal tax returns, managing complex loans, and recognizing watch-list, non-accrual, and charge-off conditions.
Location: Hoover, AL, United States. Workplace type: Office.
Company
's Private Client Group provides commercial and personal lending services to businesses and individuals.
What you will do
- Develop and maintain profitable commercial loan relationships within established lending limits.
- Identify client needs, prepare loan recommendations and cross-sales opportunities, negotiate terms, and approve or coordinate loan approvals.
- Underwrite business and personal tax returns and manage loans of moderate to high complexity.
- Administer the loan portfolio by monitoring financial statements, exceptions, past-due loans, borrower condition changes, and loan reporting.
- Maintain compliance with Credit Policy, including timely recognition of watch-list, non-accrual, and charge-off situations.
- Collaborate with Relationship Managers and other colleagues to meet consumer and commercial lending needs.
Requirements
- At least five years of commercial loan or private banking underwriting and portfolio management experience.
- Bachelor's degree, or two additional years of relevant commercial loan or private banking experience.
- Strong written and verbal communication skills.
- Organization, attention to detail, and the ability to multitask.
- Proficiency with Microsoft Office and internet tools.
Nice to have
- Consumer lending experience.
- Training and experience in personal tax cash flow analysis.
Culture & Benefits
- Office-based work environment.
- The position is exempt from overtime eligibility.
- Flexible work arrangements may be available for certain positions outside the branch network, subject to confirmation by the hiring team.
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