Primis Financial - Dallas, TX
posted 4 days ago
Dallas, TX
Credit Intermediation and Related Activities
About the position
This position is responsible for preparing loans for assisting the President of Warehouse Lending with credit opportunities and term sheets. The role involves collaboration with relationship managers, risk monitoring, and ensuring compliance with policies and procedures.
Responsibilities
- Assist the President of Warehouse Lending with credit opportunities and term sheets.
- Collaborate with relationship managers for strategies and execution.
- Send customer requests for documents and track for return and completeness.
- Prepare and assist delivering presentation to credit for opportunity approval.
- Risk monitoring of existing portfolio for covenant compliance and performance.
- Handle reporting on aged loans, exception requests, bulge requests, other audit control needs.
- Ensure all client credit opportunities and approvals are in accordance with policy and procedures.
- Elevate credit risk or performance issues to management.
- Assist President of Warehouse Lending with marketing, travel, and conference schedule.
- Locate new opportunities and current market data.
- Liaison between sales staff, relationship managers, client services, and loan operations.
- Regular, reliable, and predictable attendance.
- In person attendance required.
Requirements
- Bachelor's degree in business or related field (preferred)
- 3 years' experience in mortgage banking or mortgage warehouse lending, and/or portfolio management (preferred)
- Knowledge of Mortgage Banking Origination, Capital Markets, and how to process sales
- Knowledge of loan closing, loan underwriting, and loan sales
- Experience with process management and mortgage related data systems
- High proficiency with loan sale settlement process
- Ability to communicate with internal and external customers and problem solve
- Strong analytical ability
