Portfolio Management Associate
1 month ago
Commercial Bank in Midtown, Manhattan is seeking a Portfolio Management Associate for a permanent position
Responsibilities:
- Responsible for the ongoing asset management and maintenance of the Bank’s Lending Portfolio, understanding and complying with all policies and will be responsible to prepare procedures related to the Portfolio Management and Credit Administration functions.
- Responsible for developing a relationship with each borrower and completing regular loan monitoring reviews.
- Prepare the financial request letters to be mailed to the borrowers requesting updated financial information and will mail out and follow up with each borrower to ascertain
- Prepare credit reviews, which may be required on a quarterly, semi-annual or annual basis depending on the overall risk of the credit facility.
- Responsible for preparing or coordinating all credit reports (which may be required on a monthly basis) including but not limited to, Asset Quality, Legal Lending Limit memos, Annual Reviews, Portfolio Stress Testing models, Construction Tracking, , Post Closing Tracking, Market and Industry Trend analysis, HVCRE, Concentration, Non-Performing, Workout, and Impairment analysis.
Qualifications:
- Bachelor's Degree
- 3+years of experience as a Portfolio Manager, with a community or commercial bank
- Credit training at a commercial bank or community bank
- Experience with loan, legal and collateral documentation
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