Release Train Manager – Enterprise Applications
Zelis
TFS
Senior Portfolio Manager
UMB Bank
full-time
Posted on:
Location Type: Remote
Location: Remote • California • 🇺🇸 United States
Visit company websiteSalary
💰 $120,750 - $257,250 per year
Job Level
Senior
About the role
- Partner with loan officers to effectively administer the management of assigned commercial banking relationships
- Perform credit underwriting duties for existing/prospective client relationships
- Perform detailed credit analysis to determine borrower/guarantor repayment capacity
- Make appropriate loan structuring recommendations
- Complete credit packages for credit committee approval
- Preparation of underwriting documents including collateral analysis on multiple asset classes
- Monitor borrowing base reports and covenant compliance
- Maintain tracking of documentation exceptions, past dues, field exams, borrowing base reports and covenant exceptions
- Manage early warning signs for the portfolio
- Analyze borrower/guarantor financial performance upon receipt of reporting requirements
- Provide recurring customer service to existing and prospective clients
Requirements
- Bachelor's degree in Business, Accounting, Finance or related fields
- 8 years commercial banking experience including credit underwriting
- Current valid driver's license
- Demonstrates excellent communication skills (verbal & written)
- Demonstrates expert knowledge and understanding in how to identify and process maturing loans, line renewals, term loans that need to be extended, how loans can be restructured, approval process, change terms, etc.
- Demonstrates expert level of understanding of credit underwriting
- Demonstrates strong knowledge of bank products, services, and bank operations
- Demonstrates ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents
- Demonstrates strong analytical skills
- Demonstrates ability to be self starter, show initiative, and transfer knowledge to less experienced peers
- Demonstrates strong proficiency in Word, Excel, PowerPoint
- Demonstrates knowledge of commercial lending software
Benefits
- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Various associate banking benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
credit underwritingcredit analysisloan structuringcollateral analysisfinancial performance analysisloan documentationcovenant compliancebank products knowledgecommercial lending softwarefinancial statement interpretation
Soft skills
communication skillsanalytical skillsself-starterinitiativeknowledge transfercustomer service
Certifications
Bachelor's degree in BusinessBachelor's degree in AccountingBachelor's degree in Finance
