... * Assist credit analysts in credit analysis, underwriting, and portfolio management best practices. Credit Administration * Prepare credit memoranda, annual reviews, and other portfolio monitoring ...
... * Assist credit analysts in credit analysis, underwriting, and portfolio management best practices. Credit Administration * Prepare credit memoranda, annual reviews, and other portfolio monitoring ...
... * Assist credit analysts in credit analysis, underwriting, and portfolio management best practices. Credit Administration * Prepare credit memoranda, annual reviews, and other portfolio monitoring ...
... * Assist credit analysts in credit analysis, underwriting, and portfolio management best practices. Credit Administration * Prepare credit memoranda, annual reviews, and other portfolio monitoring ...
Credit Clerk
$14.25 - $18.50/hr
Monitor aging reports * Contact delinquent accounts, resolve invoice discrepancies, and coordinate ... Ensure compliance with company policies and procedures * Assist Credit Management with other tasks ...
Credit Clerk
$14.25 - $18.50/hr
Monitor aging reports * Contact delinquent accounts, resolve invoice discrepancies, and coordinate ... Ensure compliance with company policies and procedures * Assist Credit Management with other tasks ...
Credit Clerk
San Antonio, TX · On-site
$14.25 - $18.50/hr
Monitor aging reports * Contact delinquent accounts, resolve invoice discrepancies, and coordinate ... Ensure compliance with company policies and procedures * Assist Credit Management with other tasks ...
Quick apply
Credit Clerk
San Antonio, TX · On-site
$14.25 - $18.50/hr
Monitor aging reports * Contact delinquent accounts, resolve invoice discrepancies, and coordinate ... Ensure compliance with company policies and procedures * Assist Credit Management with other tasks ...
Credit Clerk
San Antonio, TX · On-site
$14.25 - $18.50/hr
Monitor aging reports * Contact delinquent accounts, resolve invoice discrepancies, and coordinate ... Ensure compliance with company policies and procedures * Assist Credit Management with other tasks ...
Credit Clerk
San Antonio, TX · On-site
$14.25 - $18.50/hr
Monitor aging reports * Contact delinquent accounts, resolve invoice discrepancies, and coordinate ... Ensure compliance with company policies and procedures * Assist Credit Management with other tasks ...
Credit Products Analyst Il
Houston, TX · On-site
$58K - $95K/yr
Monitor borrower performance and track financial covenants. * Recommend risk rating adjustments based on financial trends. * Loan Structuring & Underwriting Support : * Assist Credit Products ...
Credit Products Analyst Il
Houston, TX · On-site
$58K - $95K/yr
Monitor borrower performance and track financial covenants. * Recommend risk rating adjustments based on financial trends. * Loan Structuring & Underwriting Support : * Assist Credit Products ...
... * Assist credit analysts with making and responding to daily margin/collateral requests * Update Power Tools Platform and ARAP database to ensure accuracy of data and reports * Monitor credit ...
... * Assist credit analysts with making and responding to daily margin/collateral requests * Update Power Tools Platform and ARAP database to ensure accuracy of data and reports * Monitor credit ...
Credit Analyst III
Addison, TX · Hybrid
$93K - $115K/yr
You'll work independently on complex credit requests, monitor portfolio risk, and assist lenders in maintaining a safe and sound loan portfolio while ensuring compliance with regulatory requirements ...
Credit Analyst III
Addison, TX · Hybrid
$93K - $115K/yr
You'll work independently on complex credit requests, monitor portfolio risk, and assist lenders in maintaining a safe and sound loan portfolio while ensuring compliance with regulatory requirements ...
Credit Analyst III
Addison, TX · On-site
$93K - $115K/yr
You'll work independently on complex credit requests, monitor portfolio risk, and assist lenders in maintaining a safe and sound loan portfolio while ensuring compliance with regulatory requirements ...
Credit Analyst III
Addison, TX · On-site
$93K - $115K/yr
You'll work independently on complex credit requests, monitor portfolio risk, and assist lenders in maintaining a safe and sound loan portfolio while ensuring compliance with regulatory requirements ...
Credit, Real Assets and GP Strategic Capital. Anchored by a strong permanent capital base, we ... Asset Management * Assist senior members of Asset Management team with overall monitoring ...
Credit, Real Assets and GP Strategic Capital. Anchored by a strong permanent capital base, we ... Asset Management * Assist senior members of Asset Management team with overall monitoring ...
Understand how credit data is used internally and provided to regulatory partners * Assist with periodic portfolio reviews * Supports the credit monitoring process for existing clients. * Prepares ...
Understand how credit data is used internally and provided to regulatory partners * Assist with periodic portfolio reviews * Supports the credit monitoring process for existing clients. * Prepares ...
Understand how credit data is used internally and provided to regulatory partners * Assist with periodic portfolio reviews * Supports the credit monitoring process for existing clients. * Prepares ...
Understand how credit data is used internally and provided to regulatory partners * Assist with periodic portfolio reviews * Supports the credit monitoring process for existing clients. * Prepares ...
Credit Analyst
San Antonio, TX · On-site
Works closely with lenders, lending assistants, Credit Administration, and other internal partners ... Monitors assigned credit relationships for compliance with approved loan terms, Bank policies and ...
Credit Analyst
San Antonio, TX · On-site
Works closely with lenders, lending assistants, Credit Administration, and other internal partners ... Monitors assigned credit relationships for compliance with approved loan terms, Bank policies and ...
Credit Analyst
Fort Worth, TX · On-site
Works closely with lenders, lending assistants, Credit Administration, and other internal partners ... Monitors assigned credit relationships for compliance with approved loan terms, Bank policies and ...
Credit Analyst
Fort Worth, TX · On-site
Works closely with lenders, lending assistants, Credit Administration, and other internal partners ... Monitors assigned credit relationships for compliance with approved loan terms, Bank policies and ...
Credit Analyst
El Paso, TX · On-site
Works closely with lenders, lending assistants, Credit Administration, and other internal partners ... Monitors assigned credit relationships for compliance with approved loan terms, Bank policies and ...
Credit Analyst
El Paso, TX · On-site
Works closely with lenders, lending assistants, Credit Administration, and other internal partners ... Monitors assigned credit relationships for compliance with approved loan terms, Bank policies and ...
Credit Analyst
Dallas, TX · On-site
Works closely with lenders, lending assistants, Credit Administration, and other internal partners ... Monitors assigned credit relationships for compliance with approved loan terms, Bank policies and ...
Credit Analyst
Dallas, TX · On-site
Works closely with lenders, lending assistants, Credit Administration, and other internal partners ... Monitors assigned credit relationships for compliance with approved loan terms, Bank policies and ...
Credit Analyst
Houston, TX · On-site
Works closely with lenders, lending assistants, Credit Administration, and other internal partners ... Monitors assigned credit relationships for compliance with approved loan terms, Bank policies and ...
Credit Analyst
Houston, TX · On-site
Works closely with lenders, lending assistants, Credit Administration, and other internal partners ... Monitors assigned credit relationships for compliance with approved loan terms, Bank policies and ...
Credit Admin Assistant
Austin, TX · On-site
About The Role The Credit Administration Assistant provides administrative and operational support ... Monitor assigned workflows and assist with department projects and process improvements. * Perform ...
Credit Admin Assistant
Austin, TX · On-site
About The Role The Credit Administration Assistant provides administrative and operational support ... Monitor assigned workflows and assist with department projects and process improvements. * Perform ...
Credit Admin Assistant
Austin, TX · On-site
About The Role The Credit Administration Assistant provides administrative and operational support ... Monitor assigned workflows and assist with department projects and process improvements. * Perform ...
Credit Admin Assistant
Austin, TX · On-site
About The Role The Credit Administration Assistant provides administrative and operational support ... Monitor assigned workflows and assist with department projects and process improvements. * Perform ...
Associate (Technology Lending)
Dallas, TX · On-site
... Credit Committee and executive review. * Assist in structuring credit facilities, including ... monitoring. * Contribute to the development and maintenance of long-term sponsor and borrower ...
Associate (Technology Lending)
Dallas, TX · On-site
... Credit Committee and executive review. * Assist in structuring credit facilities, including ... monitoring. * Contribute to the development and maintenance of long-term sponsor and borrower ...
Assistant Credit Monitoring information
What is the difference between Assistant Credit Monitoring vs Credit Analyst?
| Aspect | Assistant Credit Monitoring | Credit Analyst |
|---|---|---|
| Required Credentials | High school diploma, some certifications preferred | Bachelor's degree in finance, economics, or related field |
| Work Environment | Office setting, monitoring credit reports and alerts | Office environment, analyzing credit data and preparing reports |
| Employer & Industry Usage | Financial institutions, credit bureaus, loan companies | Banks, credit agencies, investment firms |
| Common Search & Comparison Intent | Understanding entry-level credit monitoring roles | Analyzing credit risk and financial data |
Assistant Credit Monitoring roles focus on monitoring credit reports and alerts, often requiring basic financial credentials. Credit Analysts perform in-depth credit risk analysis, requiring more advanced education and analytical skills. Both roles are vital in the credit industry but differ in complexity and responsibilities.
What does an assistant credit monitoring service do?
What are popular job titles related to Assistant Credit Monitoring jobs in Texas?
For Assistant Credit Monitoring jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Assistant Credit Monitoring jobs in Texas look for?
The top searched job categories for Assistant Credit Monitoring jobs in Texas are:
What cities in Texas are hiring for Assistant Credit Monitoring jobs?
Cities in Texas with the most Assistant Credit Monitoring job openings:
Commercial Loan Portfolio Manager - I
Fort Worth, TX • On-site
7.5
Based on 11 frontline employees who took The Breakroom Quiz
Great coworkers
People enjoy working here
Good employer
Paid breaks
Recommended by parents
Full-time
Re-posted yesterday
Job description
How will this role impact First Command?
The Loan Portfolio Manager is responsible for managing and monitoring a designated commercial loan portfolio to maintain strong credit quality, compliance with loan terms, and adherence to bank policies. This role includes ongoing portfolio oversight, financial analysis, covenant monitoring, and the identification and management of emerging credit risks within the portfolio, including criticized or underperforming credits.
The Loan Portfolio Manager works closely with lenders, credit analysts, and other internal partners to support prudent credit administration and effective portfolio management. The position requires strong analytical skills, sound credit judgment, and the ability to communicate effectively with both internal stakeholders and borrowers to ensure timely financial reporting, covenant compliance, and appropriate risk management.
What will you be doing in this role?
Loan Portfolio Management
- Manage and monitor the performance of a designated commercial loan portfolio.
- Conduct in-depth financial analysis and periodic reviews of borrowers' financial health to assess creditworthiness and identify emerging risks.
- Maintain accurate and timely risk ratings for assigned relationships and recommend rating changes when borrower performance or credit conditions warrant.
- Identify emerging credit concerns within the portfolio and escalate material issues to lenders and management in a timely manner.
- Work with lenders to evaluate renewals, modifications, and extensions for existing credit relationships.
- Provide input on loan structure, terms, and covenant packages to support prudent credit administration and protect the bank's interests.
- Assist credit analysts in credit analysis, underwriting, and portfolio management best practices.
Credit Administration
- Prepare credit memoranda, annual reviews, and other portfolio monitoring documentation in accordance with bank policy.
- Monitor covenant compliance and financial reporting requirements, following up with borrowers and lenders when reporting is incomplete or covenants are not met.
- Maintain accurate credit files and portfolio documentation consistent with regulatory expectations and internal standards.
- Coordinate with internal partners, including Loan Operations and Compliance, to support sound credit administration and documentation.
Problem Loan Management
- Monitor loans showing signs of deterioration and proactively identify emerging credit concerns within the portfolio.
- Manage criticized and classified credits within the assigned portfolio, including ongoing financial analysis, borrower communication, and documentation of repayment capacity.
- Work with senior management to develop and implement appropriate action plans, which may include enhanced monitoring, covenant modifications, restructures, or other remediation strategies.
- Maintain appropriate risk ratings and ensure timely reporting and documentation of problem credits in accordance with bank policy and regulatory expectations.
- Coordinate with internal stakeholders as necessary to protect the bank's position and support effective resolution of problem credits.
Client Relationship Support
- Maintain professional working relationships with borrowers in support of financial reviews, reporting requirements, and covenant discussions.
- Coordinate with Loan Operations to obtain required borrower information and documentation.
Process Improvement
- Identify opportunities to improve portfolio monitoring processes, reporting, and documentation practices.
- Support departmental initiatives that enhance efficiency, data accuracy, and overall credit administration.
What skills & qualifications do you need?
Education
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field required.
- Professional credit training (e.g., RMA, formal bank credit training program) preferred.
Work Experience
- Minimum of 5-years of experience in commercial lending, credit analysis, or portfolio management, with exposure to commercial loan underwriting and credit monitoring. Experience with SBA and professional practice lending, preferred.
Knowledge, Skills, and Abilities
- Experience analyzing financial statements and assessing credit risk for commercial borrowers.
- Familiarity with commercial and industrial lending, professional practice lending, and commercial real estate lending structures.
- Understanding of loan documentation, covenant monitoring, and portfolio risk management
- Ability to identify emerging credit concerns and communicate findings clearly to lenders and management.
- Strong organizational skills with attention to detail and the ability to manage multiple relationships simultaneously.
- Effective communication and collaboration skills when working with internal partners and clients.
- Ability to manage complex borrower situations, including criticized or underperforming credits, in coordination with management.
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About First Command Financial Services
Sourced by ZipRecruiter
First Command Financial Services, based in Fort Worth, TX, US, operates within the financial services industry. Established in 1958, this company's mission is to "coach those who serve in their pursuit of financial security." With its suite of services and products, including investment management and financial planning, the firm is dedicated to helping military families and federal employees achieve financial security. Over the years, First Command has made a name for itself through integrity, commitment, and an approach built upon trust, resulting in substantial client loyalty. Featured among its notable achievements is the company's consistent placement among the top 1% of all wealth management firms in the USA in terms of long-term investment results, confirming their commitment to providing exceptional financial services.
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Fort Worth, TX, US
Year founded
1958
Website
What First Command Financial Services employees say
Pay
Benefits
Hours and flexibility
Workplace
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