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Plano

    AVP/VP, Portfolio Manager - Plano, United States - Randstad

    Randstad
    Randstad Plano, United States

    2 weeks ago

    Default job background
    Banking / Loans
    Description

    Portfolio Manager ("PM") is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with Team Manager or Relationship Manager who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage the relationship to identify and bring in additional new business opportunities, both in loans and Bank's other products and services. PM is expected to provide "best-in-class" service to these loan clients while following established Bank's policies and procedures.

    • PM is to work closely with Team Manager or Relationship Manager on the assigned loan portfolio by monitoring and managing the credit quality of such portfolio.
    • Maintain and grow existing client relationships, cross-sell Bank's other products and services.
    • Accountable for credit origination of new credits from established network and existing client base, portfolio monitoring, renewals, amendments and annual reviews.
    • PM is to negotiate and structure the primary terms of the loan with the client; circulate concept memo as needed prior to issuance of term sheet/LOI.

    Qualifications:

    • Education: U.S. College graduate with major in related fields.
    • Experience: 5-10 years of loan account relationship management experience, credit underwriting experience or a combination of both. Thorough knowledge of lending regulations and credit/underwriting practices.
    • Bilingual in Mandarin
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