Duties and Responsibilities:
- Responsible for the overall credit quality of a loan portfolio, consumer, residential mortgage and commercial lending
- Provide oversight of credit underwriting and documentation of new and renewing loans
- Coordinate all aspects of a loan request, including gathering of data and working with credit analysts/underwriters, loan documentation specialists and loan operations team
- Provide leadership/mentorship to employees associated with the lending function
- Adhere to compliance with all regulatory guidelines
- Structure, negotiate and manage a complex lending portfolio, including loan agreement monitoring and management
- Perform all other functions of relationship management/client service, including loan and deposit origination, maintenance and retention of portfolios of clients
- Oversee a full range of managerial duties for the loan review, compliance and credit analysis functions, including adherence to credit policies and practices of the organization and applicable regulatory and governmental agencies
- Develop and service comprehensive personal financial relationships within the ultra-high-net-worth market
- Operate with a high degree of autonomy and interact well with all other personnel and lines of business within Tolleson Wealth Management
- Must actively represent Tolleson Wealth Management and Tolleson Private Bank in the community
Minimum Position Requirements:
- Must consent to and have favorable consumer report, background check and drug/alcohol test
- Bachelor’s degree required, finance or accounting major
- 10+ years of progressive leadership responsibility and work experience in the banking industry, most specifically as a lender or similar role
- Experience working in the community, regional and/or private bank
- General knowledge and understanding of private client/personal financial services industry preferred
- Excellent communication/presentation skills—can effectively navigate sensitive and complex conversations with clients and prospects
- Comprehensive banking background in private bank lending and loan portfolio management
- Desire to work in a rapidly growing business with an extremely high degree of customer service expectations
- In-depth knowledge of the banking industry in general and private banking in particular
- Must have previous business development experience
NO AGENCIES PLEASE
No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited résumé to this site does so with the understanding that the applicant’s résumé will become the property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.
Visit Tolleson Wealth Management to apply.
