The Commercial Portfolio Manager is primarily responsible for assisting the commercial lender in managing the commercial loan portfolio; including loan originations, portfolio monitoring, customer interaction, and participation bank communication. Loan origination responsibilities may include facilitating the underwriting and closing process.
- Performs all functions involved with the origination and servicing of CRE and commercial loan relationships to enable the Commercial Relationship Managers to utilize their time in relationship management development and expansion, customer interaction, and new customer generation
- Assists the Lender in obtaining credit, financial, and collateral information
- Assists loan officers during loan closings and other meetings and interacts with customers
- Cross-sells related banking services to include cash management, deposit products, asset management services, and investment products
- Coordinates with other lending officers, attorneys, title insurance companies, appraisers, credit analyst, administrative support, document preparation, or others in the origination and servicing of credit facilities
- Receives and obtains approval for customer requests to include draw requests, account transfers, and deposit questions as needed
- Manages collateral monitoring and reporting
- Spreads financial statements, performs financial and collateral analysis and develops and completes credit offerings for review and approval
- May require work on physical bank premises
Qualifications
- Bachelor's degree required: Finance, Economics, or Accounting degree preferred
- 7 years of experience in Commercial Lending
Skills
- Working knowledge of Microsoft Excel and Word; basic keyboard and calculator skills; must be able to do simple math and carry out written instructions
- Work occasionally requires more than 40 hours per week to perform the essential functions of the position
- Lifting in an office setting may be required up to 30lbs.
ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement.
Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Top Skills
What We Do
Since 1875, American National Bank of Texas (ANBTX) has been a community bank deeply involved with local business owners, possessing a clear understanding of their challenges, goals, and financial needs. We strive to build lifelong relationships by listening first and then building an integrated product and services mix from our portfolio, including cash management, merchant services and loans and lines of credit. The result? Empowered business customers who are successfully positioned for growth and stability, and ready to capture new business opportunities in the fast-moving North Texas market. Our commitment begins with our Relationship Managers, who are dedicated to customer success. It’s fulfilling work -- so much so that ANBTX has been named a Dallas Morning News "Top 100 Places To Work" for seven years in a row. Member FDIC.
