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AVP Portfolio Manager/Underwriter

Company: Artizen Staffing
Location: Santa Rosa
Posted on: September 12, 2020

Job Description:

Our client is a community--bank--that focuses on economic and environmental sustainability.--The AVP Portfolio Manager/Underwriter on the CRE team is responsible for the underwriting and coordination in closing moderately complex commercial real estate loans in compliance to the Bank's lending policies and procedures. In addition, responsible for the risk management of specific assigned lending relationships of SBA, Business Banking, and/or Commercial Banking segments by loan exposure amount and/or borrower size, though mainly focus in CRE.--ESSENTIAL DUTIES ------------------Works independently and/or collaboratively in preparation of financial analysis and credit memoranda for a variety of needs of the client------------------Maintains record of all portfolio management activities using established bank client management and internal communication systems------------------Maintains clear understanding of loan administration and credit analysis ------------------Focuses daily activities on a) ensuring information and credit files of all assigned borrowers are current, performance testing is timely and defaults/risk rating changes are accurate and; b) that there is active communication with borrowers that do not have a Relationship manager assigned------------------Develops and strengthens existing CRE relationships through frequently scheduled follow-up telephone calls, and personal meetings------------------Maintains a record of planned and completed portfolio management activity for all borrowers.------------------Prepares and underwrites credit memorandum in accordance with bank's credit policy, reviews, verifies required documentation, and summary information when submitting loan requests to Credit Administration and the Credit Committee------------------Works closely with Credit Administration to ensure all assigned loan requests are processed in a timely manner; and keeps the loan applicant (client or prospect) duly informed throughout the loan application process------------------Maintains follow up with existing clients to ensure that the bank has timely and accurate financial information for purposes of loan monitoring and update of the bank's credit files------------------Attends and participates in staff meetings and review goals, objectives and results, obstacles and provide solutions------------------Attends all required community and business-related events and training sessions------------------Shares best practices and successes to improve service, processes, procedures and product offerings------------------Understands and abides to all banking regulations and regulatory compliance procedures and the bank's credit policy in all banking activities------------------Develops credit related procedures and follows established procedures and processes within Beneficial State Bank to ensure the bank's overall compliance------------------May lead cooperative efforts among colleagues------------------Shares best practices and recommends changes to policies, strategies, efficiency, and possibly quality improvement------------------May assist in establishing procedures that affects immediate work group needs------------------Ensures compliance with all state and federal regulations and internal company policies, including but not limited to BSA / Anti-Money Laundering, Fair Lending, Privacy, and Anti-Discrimination, to the extent each applies to current job responsibilities------------------Completes all online compliance training as assigned within specified due dates ------------------Underwrites and coordinates in closing a range of CRE loan structures, property types and difficulty------------------Spreads, manages, and maintains the financial backgrounds of present and prospective customers ------------------Performs special financial statements analysis involving moderately complex and interlocking relationship--MINIMUM REQUIREMENTS------------------Bachelor's degree in Finance or a related field from a four-year college and/or work experience combined ------------------Commercial, business banking, credit analyst, underwriting, and portfolio management------------------Prior experience in credit analysis and/or preparation of credit memorandum for loan approvals------------------Computer literacy in Microsoft Office application------------------Experience in Credit Quest, Moody's or Bukers is preferred------------------CRE underwriting and analysis experience; preferably in a financial institution and banking environment --------------------Previous experience in C&I, SBA, and Business Banking is a plus------------------Demonstrated expertise in core business of CRE, Commercial Banking, and Corporate Banking ------------------Proven depth knowledge and experience in appraisal methodology and financial statement analysis

Keywords: Artizen Staffing, Santa Rosa , AVP Portfolio Manager/Underwriter, Executive , Santa Rosa, California

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