Duties, responsibilities, achievements
Portfolio Manager (Former Employee) – Eugene, OR – June 5, 2014
I assisted two Relationship Managers with the administration of their loan portfolios totaling approximately $30 million. My duties ranged from financial statement, cash flow analysis, credit proposal preparation, ordering loan documentation, follow-up on obtaining signed loan documents, and follow-up on loan performance. Loan performance included receipt and analysis of monthly reporting requirements, payment performance, and loan covenant compliance. I also reviewed appraisals on commercial real estate loans and maintained the approved appraiser list.
With Summit Bank, my efforts allowed the two Relationship Managers to focus on establishing new client relationships and deepening existing relationships, while maintaining a high level of customer service. Client needs were addressed and responded to quickly, while keeping the RM’s in the loop. Many loan accounts have regular reporting requirements for loan administration; the clients I oversaw were kept advised on the reporting timeframes and necessary financial statements for review and analysis. Any changes, issues, negative trends were brought to the attention of Credit Administration.