Назад
7 дней назад

Commercial Portfolio Manager (Banking)

Формат работы
onsite
Тип работы
fulltime
Грейд
junior
Английский
b2
Страна
US

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Описание вакансии

Текст:
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TL;DR
Commercial Portfolio Manager (Banking): Managing assigned commercial loan relationships, supporting relationship bankers, and coordinating credit underwriting with an accent on covenant compliance, collateral information, loan documentation, and customer support. Focus on monitoring credit risk, preparing approval packages, re-underwriting expiring facilities, and resolving exceptions across commercial lending portfolios.

Location: Fort Worth Club LPO/DPO, Fort Worth, United States; work is typically performed in a corporate office or banking center and the role typically requires travel.

Company

Origin Bank provides commercial banking and financial solutions in a relationship-driven environment focused on client service and community engagement.

What you will do

  • Manage assigned commercial loan relationships and provide customer support, research, and inquiry resolution.
  • Support Commercial Relationship Bankers and the lending team with relationship management activities.
  • Coordinate credit underwriting and prepare credit approval packages, term sheets, and commitment letters.
  • Monitor loan covenants, borrowing base compliance, financial information, documentation, and credit exceptions.
  • Support re-underwriting of expiring credit facilities, risk-rating recommendations, collateral appraisal reviews, and Watch List credits.
  • Input loan requests into loan processing systems and participate in community organizations and projects.

Requirements

  • Bachelor's degree, preferably in Finance, Business, Accounting, or a related field, or an equivalent combination of education and experience.
  • One to three years of credit analysis and/or lending experience.
  • Working knowledge of federal and state laws related to banking and lending practices.
  • Ability to work with credit policies, procedures, terminology, loan documentation, and regulatory requirements.
  • Professionalism, confidentiality, attention to detail, and frequent direct interaction with clients and team members.

Nice to have

  • Advanced knowledge of credit policies, procedures, and terminology.
  • Experience reviewing equipment and real estate appraisals or supporting Watch List credits.

Culture & Benefits

  • People-first culture with professional and personal development support.
  • Competitive total rewards package with compensation tailored to skills, experience, and education.
  • Dream Manager program and one-on-one guidance from a nationally certified health and wellness coach.
  • Free access to certified financial professionals.
  • Dynamic, collaborative, inclusive banking environment with community involvement.

Hiring process

  • Conditional-offer screening includes criminal background, credit, fingerprint, drug, OFAC, reference, employment, and education checks.

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