Loan Portfolio Manager - Orlando

Iberiabank Corporation Orlando , FL 32801

Posted 2 weeks ago


  • Perform sales and cross sell function for existing clients in attempts to deepen existing relationships (may perform this under the guidance of the RM)

  • Create / Update and manage the Opportunity Memo (Officer Memo) event for new and renewed credits

  • Meets with and negotiates with the Client on renewals and increase / cross sell of products and services

  • Meets with and engages other product team members as necessary in all cross sell activities

  • Upload Opportunity Memo to central network or any created documents from initial credit process

  • Prepares new / renewal / cross sell credit applications

  • Reviews, edits and may be required to update the LGD / PD / Pricing models to ensure accuracy

  • Prepares Term Sheets for those credits that require one

  • Prepares Commitment Letters as needed for increases to existing credits / cross sell of products and services

  • Serves in the role of RM in Deal Team meetings

  • Serves in the role of RM in Credit Decision meetings

  • Contacts clients directly to help resolve / clarify due diligence activities and resolves independently

  • Works closely with the Commercial Relationship Assistant (CRA) / Closers to help resolve client issues on existing credits / services

  • Contacts / works closely with outside legal counsel to resolve / clarify due diligence activities as required by outside legal

  • Performs pre-document closing review for any new / updated loan closing documents prior to meeting with client for signing

  • Closes and funds increases to existing credits / cross sell of additional products and services

  • Performs post closing review of executed loan closing documents to ensure accuracy prior to submitting for closing

  • Initiates the renewal process by contacting the client to obtain updated financial information / or may instruct the CRA to obtain updated information

  • Manages the maturing credit lists for all assigned portfolios

  • Continually communications with the RM and all team members regarding the status of maturing, renewing or pending credits

  • Strives to maintain an administrative past due % of X as defined by the PM Roles and Responsibilities

  • Serves as the RM for all review and renewal activities

  • Initiate, prepare and manage the borrowing base review and calculation process

  • Reviews covenant checks, FSAs, financial statement spreads for accuracy

  • Responsible for ongoing credit file maintenance

  • Assists with clearing financial and collateral exceptions

  • Assist with monitoring construction draws

  • All other duties as assigned


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required.

  • Bachelor (4-year college) degree preferred.
  • 2-3 years of experience or equivalent combination of education and experience.


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Loan Portfolio Manager - Orlando

Iberiabank Corporation