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Portfolio Manager

2 months ago

Columbus, United States Insight Global Full time

Role: Commercial Portfolio Manager

Salary: $95K-$105K

Location: Hybrid onsite in Columbus Ohio 43235 or Marion, OH 43302 – once up to speed, will reduce to 1 day a week as needed

Start date: ASAP

Interview Process: 2 rounds


MUST HAVES:

  • 5+ years of experience working with Commercial Banking
  • Customer Service mindset and personality
  • Experience as a Commercial Credit Underwriter or Loan Officer
  • Familiarity with loan documentation and has experience with a number of different credit structures
  • Self-sufficient and able to work independently


Plusses:

  • Experience with nCino
  • Preferred experience in loan or credit documentation
  • Preferred experience with a community bank


DAY 2 DAY:

A local community bank is seeking to hire a full time Commercial Portfolio Manager that will sit hybrid onsite in Columbus or Marion Ohio. The Commercial Portfolio Manager is primarily responsible for managing a portfolio of assigned relationships in adherence to Bank policies and procedures and in accordance with sound risk management practices at all times. Responsibilities of portfolio management include client meetings, analysis and evaluation of client's financial and collateral performance, adherence to all aspects of the Bank's loan documentation and credit approval conditions and preparation and active participation in portfolio reviews. Portfolio managers gather, analyze, and understand financial statements and other documents to evaluate the risk of portfolio. They perform qualitative and quantitative analysis and develops narrative for submission to credit and are key members of the deal team in achieving the Bank's goals of continued portfolio growth along with prudent risk management.


Essential Duties and Responsibilities:

  • Responsible for ongoing client relationship development and maintenance including client onsite visits and periodic client telephone visits to maintain effective knowledge of the client's current and proposed business activities.
  • Expands existing client relationships by proactively reviewing client's current and changing financial needs.
  • Develop a comprehensive understanding of client's needs based on the review and analysis of personal and financial data in order to deepen current, profitable client relationships.
  • Responsible for maintaining the credit quality of the assigned portfolio.
  • Works with Credit partner(s) to complete the loan approval form including careful underwriting of the loan so that the structure meets the needs of the borrower and the bank and in obtaining appropriate approval for credit under consideration; and reviews and evaluates monthly borrower financial and collateral performance, including spreading and analyzing financial statements and budgets, reviewing collateral trends, and verifying borrower compliance with all financial covenants and reporting requirements.
  • Actively participates in the new deal process, including assisting in the preparation of opportunity memos and deal models.
  • Integrates activities with the Collateral Monitoring Group in Credit Administration to ensure the Bank is aware of, properly maintaining, and otherwise pro-active in determining appropriate client collateral reserves, rates of advance, and other aspects impacting the Bank's collateral position.
  • Prepares and actively participates in periodic portfolio reviews with management with the goal of reporting on borrower financial performance to underwritten expectations, key collateral trends, review the appropriateness of designated risk ratings, and other risk management and relationship management issues of importance.
  • Performs a variety of sales activities in an inside sales capacity. Proactively analyzes the portfolio to identify opportunities, mine cross-LOB opportunities and make cross-LOB referrals. Performs client prospecting duties, including client calling efforts and setting appointments.
  • Serves as a bridge between Credit and Sales. Analyzes the portfolio to prepare for quarterly and annual reviews. Develops spreads and risk ratings for deals in the proposal stage. Completes PLR and LCT analyses. Manages the annual renewal process, including the renewal schedule, meeting with clients, analyzing credit and client business activity, interfacing with Credit and identifying cross-sell opportunities.
  • Performs account administration activities. Follows up with clients to gather documentation and obtain signatures. Works with Relationship Managers and clients to clear exceptions. Conducts analysis for the monthly borrowing base to identify collection needs.
  • Coordinates the documentation of loan facilities with outside legal counsel to ensure and protect the Bank's rights and remedies to properly secure and collect the Bank's outstanding loans.
  • Other Duties as assigned.