Corporate Banking Portfolio Manager II - Jackson, MS
Jackson, Mississippi, United States · On-site
Senior$2M raised
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Full-time
bachelor degree, postgraduate degree
Posted 8d ago
Apply by Sep 1
~40 hrs/week
Responsibilities
The Commercial Lending Portfolio Manager II evaluates and prepares complex commercial loan applications while ensuring adherence to bank standards and policies. They collaborate with lenders to underwrite loan requests, perform financial analyses, and monitor ongoing project performance through covenant testing.
Requirements
Candidates must possess a Bachelor's degree in a business-related field and at least 5 years of banking experience, including 2 years of credit analysis. Proficiency in financial statement interpretation, regulatory guidelines, and Microsoft Office is required.
Full job description
At BankPlus, we strive to add value for our employees, customers and shareholders. We are a high-performing TEAM committed to fulfilling promises, building lasting relationships, and making dreams come true.
All current employees must have a performance rating of Outstanding or High-Performing to be eligible to post for a position.
The Corporate Banking Portfolio Manager II is responsible for evaluating and preparing commercial loan applications and recommending approval/disapproval of complex commercial loans in a timely manner while adhering to bank standards and loan policies. The Corporate Banking Portfolio Manager II will work with the senior manager, Commercial Lenders, and Corporate Banking Lenders to meet client expectations.
Duties and Responsibilities:
The Corporate Banking Portfolio Manager II will learn to underwrite larger, more complex loan requests which include new loans, amendments, extensions, modifications, and renewals.
Responsible for performing and reviewing financial analyses and producing a cash flow worksheet.
Analyze financial statements, industry and market data and prepares credit approval package that clearly outlines and expresses an independent opinion on key considerations in the credit decision.
Work with Lenders in evaluating the general contractor and property management company, if applicable.
Work with Commercial and Corporate Banking Lenders in reviewing borrowing base certificates to assess compliance.
Pull credit reports.
Work with lender to produce term sheets and commitment letters.
Along with lender, review draw requests and coordinates property inspection and certification of draw by an independent inspector
Track and resolve document exceptions related to closing and all ongoing exceptions.
Test performance against original underwriting and covenant requirements upon receipt of required reporting information
Work with lender to enter information into nCino and submit loan packages for approval.
Request financial spreads, global cash flow analysis, appraisals, evaluations, and environmental information.
Work with Commercial and Corporate Banking Lenders in obtaining and reviewing construction loan documentation in relation to Borrower draw requests. Gather BBCs, Leases, GCs, etc.
Review all loan documents prior to and post-closing to ensure accuracy and completion in accordance with loan approval.
Perform annual, quarterly, or more frequent reviews to assess project performance via covenant testing, if applicable, and risks associated with the project, borrower, and guarantors.
Remain informed of current economic and legislation conditions.
Serve in civic, community and industry related activities, as needed.
Remain current on FDIC, OCC, and State Banking Regulations
Maintains a thorough knowledge of Bank products, services, policies, procedures, and appropriate regulatory issues as related to daily job functions, including but not limited to: Bank Secrecy Act; Privacy Act; Fair Lending Act; Regulation E, etc. Completes required compliance training and adheres to the Bank’s standard of conduct.
Participates in the bank’s High-Performance Rewards Connections program.
Makes referrals to the Mortgage Center and Wealth Management.
Performs other duties as requested.
Position Requirements:
Bachelor’s degree in Business Administration, Finance, Accounting, or a closely related field
Minimum 5 years banking experience with at least 2 years’ credit analysis experience and working with Commercial Underwriters and Lenders or a Master’s degree in Business Administration, Finance, Accounting or a closely related field
Must have experience working with complex loans
Experience assisting Commercial Lenders with high dollar credit amounts
Extensive knowledge of commercial and retail lending services, documentation, underwriting, regulatory guidelines, financial ratios, credit analysis, and lending duties is required
Able to interpret and analyze personal and business tax returns/financial statements
Ability to calculate complicated financial ratios and apply accordingly
Excellent communication skills both orally and in writing, read, analyze, and interpret general business periodicals, professional journals, technical procedures or governmental regulations
Ability to write reports and business correspondence
General computer and typing experience with Microsoft Office Suite, to include Excel, Word, and Outlook
Must possess attention to detail
Work outside of regular business hours, as deemed necessary
Ability to handle multiple tasks with daily deadlines.
BankPlus is an Equal Opportunity Employer and does not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender, marital status, sexual orientation, age, disability, veteran status, or any other characteristic protected by federal, state, or local law.
We maintain a drug-free workplace and perform pre-employment substance abuse testing.
Founded in 1909, BankPlus is one of the Southeast’s premier regional banks serving consumers and businesses with the latest technology through a full suite of financial services, including retail banking, commercial banking, mortgage lending and wealth management. For more information about BankPlus, visit www.bankplus.net.
The BankPlus LinkedIn page will be used to connect with and recruit High-Performing individuals to help build an even stronger community-minded financial institution.
Please do NOT post any personal or financial information in this channel. Also, we will not tolerate badgering, harassing language or lewd/obscene language in this community. We will take action to delete comments that amount to such or ban someone from posting if we deem necessary. Please direct any questions regarding BankPlus products and services to our Customer Service Center at 1-888-811-PLUS. If you are seeking sponsorship for your group, please do not send those requests via this channel. Sponsorship information can be found here: https://www.bankplus.net/Contributions-and-Sponsorships/
BankingFinancial ServicesWealth ManagementFinancial Literacyand MortgageBankingFinancial ServicesVenture Capital
How many Administrative jobs are open in Jackson, MS right now?
There are currently 230 open administrative positions in Jackson, MS listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Administrative roles in Jackson, MS?
Companies currently hiring include UNIVERSITY HOSPITAL AND CLINICS - THE UNIVERSITY OF MISSISSIPPI MEDICAL CENTER, Baptist Memorial Health Care, FMOL Health, KMRG, LLC, The Salvation Army, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Administrative jobs in Jackson, MS?
Yes — 17 of the 230 open administrative positions offer remote or hybrid work (12 remote, 5 hybrid).
How do I apply for Administrative jobs in Jackson, MS?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.