CRE Portfolio Manager II ( Remote - Seattle, WA)
Company: Banner Bank
Posted on: November 25, 2022
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CRE Portfolio Manager II Opportunity Overview
Assist CRE Relationship Managers in more complex, commercial real
estate loan activity and the underwriting and funding of loans.
Develop and analyze credit information. Prepare credit offerings,
working closely with CRE Relationship Managers, Credit
Administration, and Loan Administration to close transactions
originated by the CRE Relationship Manager. Prepare credit
write-ups, furnish information relative to credit inquiries, and
provide assistance to CRE Relationship Managers and Credit
Administration. Monitor borrower financial information, including
inventory reporting, covenant compliance, maturities, and
delinquencies, and provide accurate assessments of ongoing
financial stability. Manage a CRE portfolio of borrowing clients
with responsibility for portfolio quality.
As a CRE Portfolio Manager II with Banner Bank you will have the
Analyze and investigate credit and financial information on
prospective and existing customers. Perform credit inquiries for
the Bank and analysis of data provided by credit bureaus, other
financial institutions, and Bank files. Provide loan documentation
and support activities.
Prepare credit requests, modifications, and extensions within the
portfolio. Provide credit and project analysis, risk assessments,
summaries, and recommendations for CRE Relationship Managers on new
and existing credits.
Responsible for the tracking and analysis of financial information
of new, renewed, and existing loans. Monitor loan terms for
covenant compliance on existing loans. Regularly establish, review,
and update new and existing loan files. Ensure maintenance of the
loan monitoring system.
Responsible for the management of financial information files to
ensure current reports, statements, accounts receivable, and other
information on customer accounts. Manage credit files to ensure
receipt of current and accurate financial information, including
tax returns, inventory, credit reports, financial statements, cash
flows, and contingent liabilities. Responsible for all master file
maintenance, quality, and the corresponding loan reviews.
Assist CRE Relationship Managers in establishing and maintaining
proper documents related to the perfection of the Banks lien
position on loans secured by various collateral. Provide technical
or advisory assistance to CRE Relationship Managers as requested.
Maintain loan policy manuals and updates.
Perform site visits of existing and potential projects as
Responsible for (in conjunction with CRE Relationship Manager)
managing portfolio priorities, including reporting issues,
maturities, delinquencies, and loan performance (including
construction progress through absorption and lease-up performance,
covenant compliance, and the appropriateness of ongoing risk
Responsible for complying with policies, procedures, security
requirements, and government regulations. Ensure adherence to
company and credit policies, auditing procedures, and department
goals and standards. Ensure compliance of the Banks credit
Education & Certifications
Bachelor's Degree in Finance, Accounting, Business, or other
related field required
5 - 8 years in of banking credit analysis experience.
Knowledge, Skills and Abilities
Advanced analytical skills and working knowledge of financial
accounting with ability to spread and analyze financial statements,
cash flows, and tax returns for companies and individuals with
moderate to complex structures to determine financial support
feasibility for credit requests.
Knowledge of company formation structures with ability to identify
borrowing and guaranty structures. Advanced understanding of
portfolio management priorities, including reporting issues,
concentrations, maturities, delinquencies, and loan performance
(including construction progress through absorption and lease-up
execution, covenant compliance, and the appropriateness of ongoing
Possess excellent verbal and written communication, organizational,
and interpersonal skills. Ability to effectively manage customer
relationship and maintenance issues in the absence of CRE
Ability to understand client needs, identify potential cross-sell
opportunities, and participate in team calling goals involving
joint retention calls and prospecting activity.
Proficient in Word, Excel, Access, and other similar programs.
Knowledge of federal and state laws and regulations relating to
Commercial Real Estate Lending.
Comprehensive employee benefits package, including medical, dental,
vision, health and dependent daycare funds, life and disability
Paid vacation time, sick time and 10 company paid holidays
401k (with up to 4% match)
About Banner Bank
More than 130 years ago, we started with core values that never go
out of style: listen, learn and help businesses and individuals
reach their goals. Our financial strength and stability are key
reasons Forbes names us one of the Best 100 Banks in America the
past five years.
With more than $16 billion in assets and over 150 locations
throughout Washington, Oregon, Idaho, and California, we understand
our role in the economy and take that responsibility seriously. In
addition to offering a source of capital to personal banking
clients and businesses of all sizes, we place a high importance on
employee volunteerism and donate millions of dollars each year to
Banner Bank is an Equal Opportunity Employer committed to diversity
in the workplace. All qualified applicants will receive
consideration for employment without regard to race, color,
religion, sex, sexual orientation, gender identity, national
origin, citizenship, marital status, age, disability or protected
NOTICE TO RECRUITMENT AGENCIES:
Banner Bank does not accept unsolicited resumes from agencies
and/or search firms for any job postings on this site. Resumes
submitted to any Banner Bank employee by a third party agency
and/or search firm without a valid written and signed search
agreement, will become the sole property of Banner Bank. No fee
will be paid if a candidate is hired for a position as a result of
an unsolicited agency or search firm referral.
Keywords: Banner Bank, Bellevue , CRE Portfolio Manager II ( Remote - Seattle, WA), Accounting, Auditing , Bellevue, Washington
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