Portfolio Manager CRE

Raymond James Financial, Inc. • Cleveland, OH • 3h ago

Summary of the Position:

The Commercial Real Estate (CRE) Credit Portfolio Manager assists the relationship managers with the underwriting of new and existing relationships to ensure the Bank maintains high credit quality and to provide more time for the relationship managers to generate new business opportunities.

Primary Functions of the Position:

Underwrites requests for credit extensions to new and existing clients (new money business)

Performs detailed financial analysis for CRE and, on occasion, personal lending opportunities

Prepares the following for presentation to Senior Loan Committee:

Credit Approval Request (CAR)

Modifications

Covenant Waivers/Amendments

Accurate and Timely Risk Rating

Assessment of Real Estate Sponsorship

Ensures compliance with the Bank's credit policies and procedures, identifying exceptions for approval as they occur

In collaboration with RM and Closer, facilitates Pre-Close Kick off Call between Closer, Portfolio Manager, Bank Counsel, Borrower Counsel and other parties.

Ensures final loan documentation is consistent with credit approvals prior to closing.

Accompanies the relationship manager on prospect / client calls when appropriate

Education and Experience Requirements:

Bachelor's Degree in Finance, Accounting, or related field

Minimum of 5 years of credit analysis and underwriting experience

Completion of a bank commercial credit training program and experience analyzing commercial / residential real estate projects (income producing properties including retail, office, industrial and multi-family; land acquisition and development loans, and construction loans) strongly preferred

Essential Skills and Abilities:

Demonstrated knowledge of investment commercial real estate finance for multiple loan and property @types

Excellent organization skills, attention to detail and the ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction

Strong written and verbal communication skills

Strong presentation skills

Ability to work independently and within a team

Proficient in various spreadsheet and word processing applications, including the use of graphs and charts

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