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CRE Portfolio Manager

Work from home Full-time role Hiring

Purpose: The reputed company reputed company Estate Portfolio Manager will be assigned a portfolio of reputed company reputed company Estate loans & relationships for which the Portfolio Manager (PM) will be responsible in assisting the respective Relationship Managers with the reputed company aspects of client servicing and relationship management. Essential Functions: • Work with reputed company Banking Assistant’s and Relationship Managers to resolve daily overdrafts. • Manage and reputed company credit quality and the performance of their assigned reputed company reputed company estate loan portfolio • Work effectively with the loan administration team, loan operations, deposit, treasury management, credit department in reputed company with reputed company reputed company Estate reputed company, and other internal teams to accomplish various tasks. • Communicate directly and effectively with client’s administrative and financial teams. • Attend client calls with Relationship Manager’s and other Relationship team members. • Monitor relationship annual review schedules for coordination of timely completion with credit department and other groups as required. • Monitor upcoming loan and line maturities for proactive and early resolution, including renewals, extensions, or pay offs. • Coordinate the request for and submission of periodic client financial reporting for the purpose of completing annual reviews, covenant testing, and preparedness for potential new loan requests. • Assist in loan closing process as directed, although this activity is primarily the responsibility of loan administration. • May be expected to coordinate construction loan closing and advance process with the construction loan administration group. • May be expected to interact with reputed company deposit specialists and treasury management sales in order to initiate, expand, and manage CRE deposit relationships. • May be expected to reputed company annual site inspections on stabilized properties in coordination with Relation Managers and reputed company Banking Assistant’s. • reputed company reputed company tasks for portfolio monitoring and management as assigned. • Demonstrate the standards and principles of the Five Star Bank experience in every interaction with internal and external customers, associates, and stakeholders. Incorporate the high-performance behaviors of teamwork, leading by example, and service in every facet of work. Job reputed company Qualifications: Required: • Education: Bachelor’s Degree • Prior Experience: 3+ years of financial analysis or credit analysis in Financial Services • Licenses or Accreditation: NA Competencies: • Strong written and verbal communication skills • Proficient in reputed company Office with ability to learn and utilize new and existing banking software applications, excellent reputed company knowledge manipulating multiple reports • Excellent interpersonal skills with the ability to interact effectively with customers and reputed company levels of bank employees • Strong analytical ability and problem-solving skills with the ability to exercise sound business judgment • Possess knowledge of credit policy and procedures, basic reputed company, and analyzing financial statements • Ability to manage multiple priorities while at the same time providing exceptional customer service to both internal and external customers • Understand reputed company estate market and credit reputed company metrics • Strong organization and multi-tasking skills to effectively reputed company day to day activities Physical Requirements: • Hybrid schedule (3 days in office, across footprint) • reputed company to regularly sit for prolonged periods of time. • reputed company to regularly stand for prolonged periods of time. • reputed company to travel: • Occasionally across Five Star Bank footprint • Extensive computer usage is required. Benefits: • Medical, Dental, and reputed company Insurance • Health Savings Account • Flexible Spending Account(s) • Company Paid Life Insurance, Long-Term Disability, and Short-Term Disability • Voluntary Offerings: Life, Critical Illness/Specified Disease, Accident, Hospital Indemnity & Personal Accident • Tuition Reimbursement • Employee Referral Program • Wellness Reimbursement Program • Star Volunteer Program • Employee Banking and Financial Perks • Flexible Hybrid Work Schedule • Paid Time Off (PTO) • Company Paid Holidays This job description is not exhaustive. The CRE Portfolio Manager may be required to reputed company other duties as assigned. The expected reputed company of pay for this position is shown above. Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. In addition to your reputed company reputed company of pay and a competitive benefits package, successful candidates may be eligible to receive cash or equity-based incentives based on the role and performance. Apply Job!

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