What are the responsibilities and job description for the Team Lead Credit Delivery - CRE Portfolio Management position at AccruePartners?
The Team You Will Be Joining
- Fortune 500 financial services firm headquartered in Charlotte, NC with a significant investment in innovation
- Recognized by Fortune as one of the world’s most admired companies in 2012 along with many other awards around social responsibility, diversity, equity and inclusion and client experience.
- Purpose driven and team-oriented environment with focuses on leveraging employee talents, cutting edge technology, and best practices and processes
- Organization that is recognized for being truly multicultural; diversity and feedback rich is in their DNA
- Highly visible opportunity as it supports organization tax policy
- Results driven organization that values accountability and continuous improvement
- Opportunity to make an impact and add value - Forthcoming investment in tools and technology to improve current processes
- Excellent Company Benefits to include medical, dental, 401k and generous PTO policy
- Promote sound risk management as the first line of defense by ensuring compliance with Bank policies for credit, underwriting, operational, regulatory, tax, legal procedures and policies
- Implement and execute strategies in support of financial performance metrics and tactical plans for the business by ensuring thorough analysis from Underwriting and diligent management of ongoing Portfolio Servicing
- This includes underwriting for credit exposure to new and existing clients both lead and non-lead opportunities any modifications, amendments and refinancing of clients, risk rating integrity, annual reviews, general renewals, amendments / waivers, and ancillary line approvals, as well as financial statement spreading, compliance and regulatory review
- Develops culture for early identification of emerging credit problems and industry trends
- Manage, coach and develop the team of Portfolio Managers, Associates, and Analysts to ensure we are developing industry leading PMs. Provides guidance and support to Portfolio Managers working on highly complex transactions
- Oversee PM team and activities within tolerances established within Operational Excellence standards including portfolio administration efforts that are reflected in Credit Risk, Operational Risk, Audit and Compliance Reporting
- Bachelor’s degree in accounting, business or related field or equivalent education and related training or experience.
- Eight to ten years of experience in underwriting, portfolio management and administration or load credit decision making
- Strong management / leadership expierence
- Ability to work in and/or lead teams, make sound decisions, and be comfortable seeing and defining the “big picture” while leading and executing detailed work tasks
- Demonstrated proficiency in basic computer applications such as Microsoft Office product
