PCG Loan Portfolio Manager- Senior
Huntington National Bank · Houston, TX · 1 mo ago
FinanceFull-time
As an integral part of the Huntington Private Client Group, the PCG Loan Portfolio Manager - Senior develops and maintains profitable commercial loan relationships to businesses and individuals in PFG within lending limits (larger loans go through commercial lending) including loan renewals.
Responsibilities
- Identify needs, develop fundamental loan recommendations (including cross-sales), negotiate loan terms, approve/coordinate approval of loans, monitor portfolio risk, and research basic business issues.
- Spread and underwrite business and personal tax returns.
- Administer PFG loan portfolio by following up on financial statements, exceptions, past due loans, changes in borrower's financial condition, and loan reporting.
- Ensure portfolio administration complies with Credit Policy, including timely recognition for watch list, non-accrual, and charge-offs.
- Collaborate closely with PFG Relationship Managers and other team members to satisfy customer's consumer and commercial loan needs, including active participation in all sales of PFG loan products.
- Work with loans of moderate to high complexity.
- Perform other duties as assigned.
Requirements
- At least 5 years of Commercial Loan or Private Banking underwriting and Portfolio Management experience.
- Bachelor's degree or an additional 2 years of Commercial Loan or Private Banking underwriting and Portfolio Management experience.
Preferred Qualifications
- Consumer Lending experience.
- Personal Tax Cash Flow analysis training and experience.
- Strong written and verbal communication skills.
- Well organized with attention to detail.
- Ability to multitask.
- Proficiency in MS Suite and the Internet.
Schedule
Exempt status: Yes (not eligible for overtime pay).
Workplace Type
Office. Certain positions outside our branch network may be eligible for a flexible work arrangement, combining in-office and work-from-home opportunities. Specific work arrangements will be provided by the hiring team.