Talent.com
CRE Loan Portfolio Officer
CRE Loan Portfolio OfficerAmerantbank • West Palm Beach, FL, US
CRE Loan Portfolio Officer

CRE Loan Portfolio Officer

Amerantbank • West Palm Beach, FL, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

Portfolio Officer

The Portfolio Officer is responsible for the overall management of the CRE Banking Loan Portfolio. Assist in the maintenance of the credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for CRE loans. Monitor portfolio and individual loan relationship trends, including to clear exceptions. Contribute to the quality and Credit Risk Management of the department's loan portfolio.

Duties and responsibilities include :

  • Responsible for coordinating and streamlining Leap Process in order to facilitate the approval process. Reports to Commercial Banking Manager all Leap Process issues found in this area.
  • Responsible for administrating and monitoring the 30+ day delinquencies, risk rating process (CARs), as well as assisting in the identifying red flags or problems within the portfolio. Reports to Commercial Banking Manager all portfolio issues found in these areas.
  • Conduct analysis / underwriting functions, as needed
  • Responsible for monitoring exception, covenant and delinquent reports on a weekly basis. Reports to Commercial Banking Manager all portfolio issues and irregularities found in these reports.
  • On-going review of future maturities for timely disposition.
  • Provide support on new business activities by screening preliminary data and follow up in obtaining required documentation.
  • Identify, track and monitor loan policy exceptions, review credits with loan covenants and verify compliance.
  • Coordinate delinquent loan monitoring of assigned portfolio recommend appropriate action. Report status to supervisor.
  • Review Commitment Letters for accuracy and consistency with credit services / underwriting recommendations.
  • Attend seminars and training sessions to keep abreast of changing regulations, as well as industry / market trends and conditions.
  • Provide assistance in other areas within the department, as required, covering during vacation or absenteeism

Minimum Education and / or Certifications Requirements :

  • Bachelor’s in Accounting or Finance required or 8 years of portfolio management experience.
  • Formal credit training required.

    • Minimum Work Experience Requirements :

  • 7+ years of professional experience in lending field, credit analysis / underwriting of loans.
  • 6+ years assisting in the maintenance of credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for both C&I and CRE loans.
  • Knowledge of Bank documentation and other bank products

    • Technical and / or Other Essential Knowledge :

  • Previous knowledge with Fiserv EFT, Nautilus, CBS AS400, Datapro
  • Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint
    • [job_alerts.create_a_job]

    Loan Officer • West Palm Beach, FL, US

    [internal_linking.similar_jobs]
    Portfolio Management Associate

    Portfolio Management Associate

    Morgan Stanley • West Palm Beach, FL, US
    [job_card.full_time]
    Portfolio Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis. As key members of the service team, ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Guardianship Clerk

    Guardianship Clerk

    Clerk of the Circuit Court & Comptroller, Palm Beach County • West Palm Beach, Florida, USA
    [job_card.full_time]
    Did you know our office uncovered over 5 million dollars in guardianship fraud! Want to be a part of the action Then this is the opportunity for you!. The Clerk of the Circuit Court & Comptrolle...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Mortgage Loan Officer, Strat

    Mortgage Loan Officer, Strat

    Citizens Bank • West Palm Beach, FL, United States
    [job_card.full_time]
    As an employee of Citizens, you become a part of an organization committed to serving customers, colleagues and communities in which we do business. Citizens is an established and successful financi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Mortgage Loan Officer Wholesale NonDelegated Lender

    Mortgage Loan Officer Wholesale NonDelegated Lender

    Tag Lending Group, LLC • West Palm Beach, FL, United States
    [job_card.full_time]
    Mortgage Loan Officer – Wholesale Non-Delegated Lender.Company : Tag Lending Group, LLC Location : Remote (Nationwide) Employment Type : W-2 Only Minimum Production : $1,000,000 funded monthly.We Don’t...[show_more]
    [last_updated.last_updated_30] • [promoted]
    CRA Loan Officer

    CRA Loan Officer

    Citizens Bank • West Palm Beach, FL, United States
    [job_card.full_time]
    At Citizens, you become a part of an organization committed to serving customers, colleagues and communities in which we do business. Citizens is an established and successful financial services com...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Commercial Loan Officer

    Commercial Loan Officer

    Optimal Staffing • West Palm Beach, FL, US
    [job_card.full_time]
    Responsible for extending credit within the policies and guidelines set forth in the loan policy.Responsible for ensuring that all loan decisions, actions and recommendations are based on an accura...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Licensed Loan Officer, Direct Lending Sales (Refi Team)

    Licensed Loan Officer, Direct Lending Sales (Refi Team)

    Ocwen Financial • West Palm Beach, FL, United States
    [job_card.full_time]
    Licensed Loan Officer, Consumer Direct.The Loan Officer will be responsible for inbound and outbound calls to existing Portfolio customers to sell a range of mortgage products in order to meet indi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Retail Mortgage Loan Originator

    Retail Mortgage Loan Originator

    Truist • Palm Beach, FL, US
    [job_card.full_time]
    Truist Mortgage Loan Sales Representative.Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data Annotation • Greenacres, Florida
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Loan Originator

    Loan Originator

    Emigrant Bank • West Palm Beach, FL, US
    [job_card.full_time]
    Position : Mortgage Loan Originator.Reports To : First Vice President, Regional Manager.Employment Status : Full-Time, Exempt. Office Location : Broward / West Palm Beach, Florida.Emigrant Bank is looki...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Field Collection Specialist

    Field Collection Specialist

    RDSolutions formerly RetailData • West Palm Beach, FL, US
    [job_card.part_time]
    The retail industry continues to see unprecedented dynamics as it pivots to a true omni-channel shopping experience.Informed retailers are succeeding, and RDSolutions is providing them with the con...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Teller

    Teller

    Dort Financial Credit Union • North Palm Beach, FL, United States
    [job_card.full_time]
    Flagler Credit Union, a division of Dort Financial Credit Union is looking for team members who will execute our mission : Enrich people's lives : members, employees, communities; to help achieve our...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Mortgage Loan Originator

    Mortgage Loan Originator

    Buena Vista Lending Group, LLC • West Palm Beach, FL, US
    [job_card.full_time]
    As Mortgage Loan Originator with Buena Vista Lending Group, LLC.We are a family-based company with a long history of serving our community with utmost professionalism and integrity.We have built an...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Finance Manager

    Finance Manager

    Jobot • West Palm Beach, FL, US
    [job_card.permanent]
    Multi-location healthcare company.This Jobot Job is hosted by : Marcie Cassano.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary : $110,000 - $130,000...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Mortgage Loan Officer (Wholesale Non-Delegated Lender)

    Mortgage Loan Officer (Wholesale Non-Delegated Lender)

    Tag Lending Group, LLC • Palm Beach, FL, US
    [job_card.full_time]
    Mortgage Loan Officer Wholesale Non-Delegated Lender.We Dont Just Originate, We Automate.At Tag Lending Group, youre not just another MLO. This is not a retail branch job.If you're tired of bloa...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Business Relationship Manager I Officer

    Business Relationship Manager I Officer

    JPMorganChase • Lake Worth, Florida, USA
    [job_card.full_time]
    If you are customer focused enjoy building relationships and providing financial advice to your clients a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BR...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Commercial Credit Team Lead

    Commercial Credit Team Lead

    Amerantbank • West Palm Beach, FL, US
    [job_card.full_time]
    The Commercial Credit Team Lead is responsible for the credit portfolio administration and monitoring of credit quality for the commercial loan portfolio. This position also entails leading and supe...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Mortgage Closer

    Mortgage Closer

    K. Hovnanian Companies • Boynton Beach, FL, United States
    [job_card.full_time]
    Hovnanian American Mortgage is uniquely positioned to deliver the keys to making our customer's dream of home ownership a reality better than any other lender. Hovnanian Homes is celebrating over 65...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]