Portfolio Manager

Portfolio Manager

The position provides support to Loan Officers in the production and management of their commercial and consumer loan portfolios.

• Acts as a key contact for commercial and consumer loan customers and services existing customers.
• Provides support to Loan Officers in gathering and analyzing financial information, industry information, loan application preparation, monitoring covenant compliance, and reviewing terms.
• Interacts with third parties to obtain information necessary to underwrite close and monitor loans.
• Complies with bank procedures by maintaining accurate loan documentation and following operational/security guidelines.
• Identifies customer needs and acts on opportunities to develop fuller banking relationships by cross‑selling other bank products to new and existing customers.
• Enhances business development efforts through relationship building with potential or existing customers and by participating in community activities/functions.
• Monitors loan process to ensure full customer satisfaction.
• Ensures that delinquency is maintained within the Bank’s standard guidelines.
• Keeps Loan Officers updated as to ongoing needs of customers.
• Demonstrates knowledge and expertise of consumer lending practices and financial principles and supports the Company’s overall mission, standards, policies, and procedures, and confidentiality guidelines.

• Handles customer complaints and escalates issues as needed.
• Works to collect past dues within portfolio.
• Maintains a high level of integrity.
• Recommends possible methods to improve department to supervisor.
• Completes all required compliance exams on a yearly basis.
• Adheres to all First United Policies and Procedures.
• Dresses professionally.
• Performs other duties as assigned by supervisor.

• Education:
  
  Bachelor’s degree in Business or Finance or an equivalent combination of education, training, or experience.
• Experience:
  
  Two years of experience in the financial services field, with consumer or commercial lending background preferred.
• Skills:
  
  Exceptional customer service skills, good judgment, problem‑solving, and decision‑making skills.
• Leadership:
  Ability and willingness to take the lead in development and completion of a wide range of projects.
• Computer:
  Proficiency in computer and software applications.
• Interpersonal:
  Strong interpersonal skills and ability to work well with a wide range of people.
• Communication:
  Ability to communicate well with customers by all means of communication, including written, verbal, and non‑verbal communication.
• Dependability:
  Dependable and adheres to timelines and schedules.

Dallas – Uptown

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email  for assistance. First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.