14 Loan Portfolio Officer Jobs in Plano, TX
Cathay Bank - Headquarters is Hiring a Loan Portfolio Officer Near Plano, TX
GENERAL SUMMARY
Following established policies and procedures, the Loan Portfolio Officer is responsible for maintaining and monitoring the existing portfolio and growing/developing the customer relationship. Work with the Underwriting Department to provide required information for loan underwriting on both new and renewal credits. Product types include all facets of commercial loans and construction loans. The incumbent will provide mentoring and coaching to junior staff.
ESSENTIAL FUNCTIONS
- Ensure compliance with Bank, regulatory and credit requirements with emphasis on quality customer service
- Prepare and review various reports such as: credit underwriting documents, compliance checks, financial spreads, past due report, tickler report, exception report and pipeline reports etc.
- Assist customers and follow up on outstanding items such as, analyzing customer financial statements and verifying covenant compliance.
- Assist with training of loan assistants
- Manage and maintain a loan portfolio which includes: evaluating, recommending and structuring loans; monitoring quarterly financial statements and addressing any issues; recommending loan amendments and renewals based on customer needs
QUALIFICATIONS
- Education: College graduate with major in accounting or business preferred.
- Experience: 3-4 years corporate commercial lending and banking experience with thorough knowledge of lending regulations and credit/underwriting practices.
- Skills/Ability: PC proficient. Strong verbal and written communication skills. Bilingual (English/ Mandarin or Cantonese) a plus. Organized and detail oriented. Good credit knowledge of Bank's credit underwriting policies and approval process for assigned
loan. Capability to work independently with minimal or no supervision. Ability to work effectively in a fast paced, high production environment. Strong financial analysis and accounting skills.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our .
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We believe in diversity, equity, and inclusion in the workplace. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
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Clic aqui para ver la EEO es la Ley poster en espanol. Poster- Spanish
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EEOPoster- Chinese
EEO"Supplement- Chinese
Cathay Bank endeavors to make accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at (626) 582-7370 or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
Cathay Bank endeavors to make www.CathayBank.com accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Lori Burquez, VP, Sr. Employee Relations Manager, at (626) 279-3666 or lori.burquez@cathaybank.com. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
Job Summary
Full Time
$78k-104k (estimate)
04/23/2024
06/22/2024
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