Commercial Portfolio Manager III

Job description

Primary Purpose: Assist the loan officers in the day to day management and monitoring of their loan portfolio to include loan underwriting for new and existing members as well as member interaction. Perform various other member service tasks and assignments as required. Essential Responsibilities: - Assist the loan officers with the loan approval process by obtaining and analyzing financials, preparing loan summaries and packages for approval. - Attend outside prospect and member meetings as necessary. - Monitor the maturing loan report and assist loan officer and administrative officer in underwriting loans for renewal, to include requesting necessary financial information and completing LCA’s for temporary extensions. - Manage LO’s Past Dues including adding comments to Insight. - Inputting both new loans and renewals to B2B. - Complete quarterly Problem Asset Reports for the loan officer’s portfolio for review and approval and assist with managing credit monitoring items and Priority 1 exceptions. - Learn about each of the Bank’s products and services as well affiliate companies to look for additional cross selling opportunities as well as assist the loan officer and administrat...