Quick Summary
Key Responsibilities
Proactively communicates with Loan Officers and assigned Credit Portfolio Managers during the underwriting, approval and portfolio management processes.
Technical Tools
Other
Responsibilities include, but are not limited to:
- Proactively communicates with Loan Officers and assigned Credit Portfolio Managers during the underwriting, approval and portfolio management processes.
- Review and circulate credit packages and modifications for approval. Ensure packages are updated as required by approvers.
- Underwrite complex new loan requests and modifications.
- Coordinate with the assigned Commercial Loan Officers, Loan Officer Assistants and Direct Reports all activities required to complete a credit package.
- Completes performance evaluations, reviews and approves timecards and all other manager related activities for his/her direct reports.
- Prepare effective packages for credit approval circulation and to present packages to the required level of credit authority.
- Obtain, and monitor various loan portfolio reports such as Maturing Loans, Past-Due Loans, Annual Reviews and proactively assist lenders with requisite action plans.
- Assure that credits are accurately risk rated and credits are properly monitored and reported.
- Adhere and comply with all requirements of Regulation B Adverse Action Procedures -- Florida Division.
- Create and maintain current BSA Information.
- Adhere and comply with all requirements of watch list and EDD procedures.
- Manage and track covenants, borrowing bases, A-R Ageing, etc. for their accounts.
- Assist in preparation of quarterly CLMR reports.
- Advise Lenders on all matters related to the Bank's Credit Policy and related Procedures/Forms.
- As time allows conduct annual site visits, attend loan closings and other tasks required to support assigned lenders.
Required Skills:
- Knowledge of credit underwriting, accounting and loan documentation with the ability to.
- Ability to effectively communicate credit concerns and formulate alternate loan structures to customers, business unit team leaders, department heads and senior management.
- Proficient computer skills using Microsoft Word, Excel and Outlook.
- Strong level of interpersonal and social skills needed to interact with loan officers, administrative staff and customers.
- Strong personal time management skills.
- Strong mathematical skills.
- Strong credit skills.
- Strong administrative skills.
- Ability to write reports and business correspondence.
- Ability to effectively present information and respond to questions.
Required Experience:
- High School Diploma or GED and a minimum of seven years of experience in a commercial lending environment in a credit-oriented and underwriting position.
- Bachelor's degree, completion of a formal credit training program, and prior supervisory experience is preferred.
Location & Eligibility
Where is the job
United States
On-site within the country
Who can apply
US
About this job
- Who can apply
- United States
- Posted
- Today
Listing Details
- First seen
- October 28, 2026
- Last seen
- October 28, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 57%
- Scored at
- October 28, 2026
Signal breakdown
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External application
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