Commercial Portfolio Manager I jobs in United States
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Origin Bank · 1 day ago

Commercial Portfolio Manager I

Origin Bank is a financial institution looking for a Commercial Portfolio Manager I to manage assigned commercial loan relationships. This role involves providing customer support, monitoring compliance, and assisting in credit approval processes.

BankingFinanceFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Serves as a client relationship representative to all customers by listening, researching, and complaint/inquiry resolution as needed
Provides guided levels of support, with direct supervision, to CRBs and the entire lending team on commercial relationships
Monitors compliance with legal, regulatory and credit policies on loan documentation, credit approvals and funding, correcting exceptions, and monitoring resolutions
Coordinates credit underwriting process and preparation of credit approval packages
Monitors loan agreement covenants and borrowing base compliance, as well as report exceptions
Ensures ongoing timely receipt of financial information consistent with bank policy
Proactively ensures expiring credit facilities are re-underwritten and appropriately re-established
Consults with Relationship Managers and Credit to make recommendations on risk ratings
Reviews equipment and real estate appraisals in conjunction with Relationship Managers
Assists with Watch List credits (prepares CARs; communicates with customers regarding reducing credit exposure, paying off or refinancing notes, or rehabbing operational and financial results)
Inputs loan requests and supporting information into loan processing software
Maintains an active role in community affairs by participation in community organizations/projects to improve the bank’s visibility in the area and enhance business opportunities

Qualification

Credit analysisLending experienceCredit policiesFinancial information analysisLoan processing softwareCustomer supportRelationship managementCommunity involvement

Required

Bachelor's degree (B. A.) from four-year college or university; preferably in Finance, Business, Accounting or related field
Minimum of one to three years credit analysis and/or lending experience
Working knowledge of federal/state laws related to banking/lending practices
Equivalent combination of education and experience

Preferred

Advanced knowledge of credit policies, procedures and terminology

Company

Origin Bank

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A bank that offers personal banking and housing lending services in Louisiana, Mississippi, and Texas.

H1B Sponsorship

Origin Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2022 (2)

Funding

Current Stage
Public Company
Total Funding
$45M
2018-05-08IPO
2017-11-28Private Equity· $45M

Leadership Team

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Zachariah Wasson
Executive Vice President and Chief Financial Officer
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Company data provided by crunchbase