Tampa – Commercial Portfolio Manager – C&I & CRE (106871)

Greg has been an Underwriter / Portfolio Manager for 25 years and enjoys all elements of underwriting and portfolio management.

He is seeking an opportunity with a Tampa area bank.

Greg’s  career skills as an underwriter include:

  • Commercial credit underwriting (real estate and C&I) for customers and prospects with revenues in the $500M – $10MM range.
  • Primary Consumer underwriter for the State of Florida.
  • Portfolio management (renewals, annual reviews, covenant compliance, changes to existing credits, etc.) for 2 Relationship managers with a portfolio totaling $32MM(previously included $4MM in rated special assets).
  • Underwriting is performed to supply management with a concise, succinct document adhering to loan policy, and mitigating any exceptions if applicable.
  • Coach Branch Office Managers, Business Bankers and support personnel on the commercial and consumer lending process and loan closing requirements.
  • Assist Commercial Relationship Managers with credit analysis, underwriting business, personal credit requests and renewals ($5MM – $50MM in revenues). Bank departments supported: Commercial, Real Estate Finance, Government and Institutional Lending, Dealer Finance and Private Banking.
  • Helped develop an Excel based tickler tracking system for the Commercial Loan Department.
  • Train and instruct new employees, interns, and management associates on spreading business financials on Moody’s Financial Analyst, spreading personal financial statements, completing covenant calculations and financial analysis, as well as being an ongoing information source for junior employees.

Greg is asking for a base salary minimum of $95K plus bonus.

Kindly call Jeanie Maher or Tom Szmanda at 847-325-5457 or email us at: jeanie@symicorgroup.com.