Business Officer; CRE Portfolios

Houston, United States

Welcome to PGMTEK, Inc where we help candidates find the opportunities that best match with their career goals.

Summary/Objective:

Develop new and manage existing businesses from consumer clients in Texas and the southern region; ensure overall operational efficiency and productivity of the regional office.

A. Retail Banking

• 1. Develop new consumer customers and process the account opening procedure
• 2. Follow the bank's policy and procedure, including but not limited to Credit, Compliance, Operation
• 1. Develop new corporate customers and process the account opening procedure
• 2. Assist AO doing review and analysis of loan applications to ensure they are within lending guidelines.
• 3. Review loan documents and perform the underwriting process
• 4. Assist AO on all loan approval related work
• 5. Complete the input and approval process through related systems
• 6. Perform the credit monitoring and loan portfolio management, conduct the loan review process with assistance from AO.
• 7. Follow the bank's policy and procedure, including but not limited to Credit, Compliance, Operations

• I. Analytical
  - Strong mathematical and analytical skills
• 2. Written Communication
  - Writes clearly and informatively
• 3. Teamwork
  - Gives and welcomes feedback
• 5. Ability to perform services from a Bank office or branch to, among other things, access the Bank’s computer systems and engage in an interactive environment with co-workers.

Moderate travel within region is required to visit prospective customers/clients.

Bachelor's degree in Business, Accounting or Finance. Three plus years of CRE underwriter or relationship management experience and knowledge of regional market