Association Banking Portfolio Manager

Home BancShares
Florida
Full timeFunction: Capital Markets, Trading & QuantExperience: 5+ yearsSkills: ["Communication","Critical thinking","Mathematical ability","Computer proficiency"]

Manage an association banking loan portfolio, including lines of credit and term loans collateralized by assignment of assessment rights or cash security. Underwrite and present community association loans for approval, handle annual reviews, renewals, and increases, and ensure timely payments. Negotiate borrower terms, close renewals and funding, maintain required loan documentation, prepare loans for booking/imaging, monitor exceptions, and submit adverse action requests for denials and counteroffers.

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Home BancShares
Home BancShares
1 day ago

Association Banking Portfolio Manager

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Last checked: 19 hours agoStatus: Live

Job Summary

Manage an association banking loan portfolio, including lines of credit and term loans collateralized by assignment of assessment rights or cash security. Underwrite and present community association loans for approval, handle annual reviews, renewals, and increases, and ensure timely payments. Negotiate borrower terms, close renewals and funding, maintain required loan documentation, prepare loans for booking/imaging, monitor exceptions, and submit adverse action requests for denials and counteroffers.
Location: Florida
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant

Key Responsibilities

  • •Underwrite and present community association loans for approval.
  • •Manage an association banking loan portfolio, including annual reviews, renewals, and increase requests for collateralized loans.
  • •Ensure timely payment of loans and clear exceptions in the portfolio.
  • •Negotiate terms and conditions with existing borrowers and close renewals/increases according to approved terms.
  • •Prepare and maintain required loan documentation for closing and submission for booking/imaging, including requesting due diligence and funding items.

Key Requirements

  • •Underwrite and present community association loans for approval.
  • •Manage an association banking loan portfolio, including lines of credit and term loans, and handle annual reviews, renewal, and increase requests.
  • •Request and review due diligence, credit analysis, and cash flow information for association banking loans.
  • •Obtain and manage applications, forms, and documentation needed to close and maintain association banking loans, including organizing and funding closings.
  • •Five (5) years lending experience and five (5) years experience with banking, investment, or economic analysis, plus SAFE Act (S.A.F.E.) registration at time of employment through NMLS.
Experience:5+ yearsLendingBankingInvestmentEconomic analysis
Skills:CommunicationCritical thinkingMathematical abilityComputer proficiency
Certifications:S.A.F.E. Act registration (NMLS)
Tech Stack:AccountingSpreadsheetMicrosoft WordMicrosoft Excel10-KeyAlphanumeric data entry

Company Brief

Home BancShares
Bank holding company that operates Centennial Bank and provides commercial and consumer banking services, including lending, deposits, treasury management, and online banking. Serves individuals, businesses, and public entities across the southern United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Conway, United States
Founded: 1998
WebsiteLinkedIn