Warehouse Portfolio Manager Associate

Join to apply for the Warehouse Portfolio Manager Associate role at Primis Bank
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• Send customer requests for documents and track for return and completeness.
• Prepare and assist in delivering presentation to credit for opportunity approval.
• Risk monitoring of existing portfolio for covenant compliance and performance.
• Manage reporting on aged loans, exception requests, bulge requests, and 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.
• Maintain regular, reliable, and predictable attendance.

• Assist the President of Warehouse Lending with credit opportunities and term sheets.
• with relationship managers for strategies and execution.
• Participate in department projects as assigned.
• 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.
• Handle day‑to‑day customer service.
• Maintain compliance with state and federal regulations and bank policies, including the Bank Secrecy Act, FACT ACT, Community Reinvestment Act, and EEO/AA/Fair Employment Practices.
• All other duties as assigned.

• Bachelor’s degree in business or related field (preferred).
• 3 years of experience in mortgage banking or mortgage warehouse lending, and/or portfolio management (preferred).

• Knowledge of Mortgage Banking Origination, Capital Markets, and processing sales.
• Knowledge of loan closing, loan underwriting, and loan sales.
• Knowledge of social media marketing across various platforms.
• Experience with process management and mortgage‑related data systems.
• High proficiency with the loan sale settlement process.
• Ability to communicate with internal and external customers and problem‑solve.
• Strong analytical ability.

In terms of an 8‑hour workday, “occasional” equals 1% to 33%, “frequent” equals 34% to 66%, and “continuous” equals 67% to 100%. Some duties are performed monthly, annually, or sporadically throughout the year and are essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position if the accommodation does not impose undue hardship that would require significant difficulty or expense.

• Continuous stationary position, particularly at a desktop computer.
• Continuous repetitive use of hands/arms; particularly concerning typing, writing, phone, and computer use.
• Continuous communication—verbal and written, in‑person, phone, and electronic.

• Office environment; remote and hybrid flexibility may be possible if determined by management.

Mid‑Senior level

Full‑time

Finance and Sales