Agency Banking Comm Portfolio Manager 1

4 weeks ago

Westfield Center, United States Westfield Bank Full time
Job DescriptionJob Description

Location: Westfield Center

Manager: Mike Wagar


Agency Banking Commercial Portfolio Manager 1 Job Summary

The Agency Banking Commercial Portfolio Manager 1 performs portfolio review(s), analyses, and reporting along with other activities in support of lender(s) portfolios. Meets with current and potential clients to understand the specific customer repayment ability, operating trends, financial support of credit, and other various financial indicators. Networks within the business/civic communities to create sales and business development opportunities.

Essential Functions (primary functions and/or reasons the job exists in order of importance)

  1. Proactively manages portfolio for line of credit renewals, future maturities, financial statement spreads, risk rating, covenant compliance testing, etc. Compiles necessary information for loan approval. Contacts borrowers to request current financial information, if necessary.
  2. Constructs, prepares, and presents financial reports and credit summary memos that comply with Bank standards.
  3. Prepares and reviews weekly, monthly and quarterly reports for bank leaders.
  4. Works with the Bank Leader(s) and Lender(s) to create and design flexible commercial lending solutions for customers. Assists bankers with underwriting process.
  5. Actively manages customer relationships and provides customer services as needed assisting the lender.
  6. Utilizes prior banking/business experience, knowledge, understanding of cash flow, and asset/liability valuation to analyze and assist with loan requests and setting loan pricing options.
  7. Networks within the business/civic communities to create new sales and business development opportunities for the full range of Westfield Bank services.
  8. Understands, respects and complies with all laws, rules and regulations which govern Banking institutions.
  9. Resolves difficult client situations (e.g. delinquent loans, turndowns).
  10. Continually looks for opportunities to proactively upgrade and improve Bank administrative processes, technology, automation, and controls.
  11. Maintains awareness, understanding, and compliance with the Bank's internal policies and procedures, laws and regulations appropriate for this position.
  12. Provides assistance in response to regulatory and internal/external audit requests.
  13. Travels occasionally in order to participate in special assignments, training and/or travel between office locations.


Desired Qualifications/Experience/Certification/Education (in order of importance)

  1. Minimum 2 years of relevant banking and/or financial services experience.
  2. Minimum 1 year experience in analyzing financial information (e.g. tax returns, credit bureaus, financial statements) including credit scoring tools/methodologies.
  3. Experience with Microsoft Windows and Office (specifically Excel) or transferable software and including financial systems.
  4. Must display a high level of initiative via an entrepreneurial spirit.
  5. Experience multi-tasking and prioritizing work via previous work assignments.
  6. Experience being accurate with a focus on attention to details via previous work assignments.
  7. Experience creating solutions and solving problems.
  8. Strong written, oral, and interpersonal communication skills including the ability to make presentations.
  9. Bachelor’s degree in accounting, finance, statistics, business or other related field or equivalent experience.
  10. Valid driver’s license and a driving record that conforms to company standards.


Physical Requirements (specific to the role)

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

  • Ability to work effectively in an office environment for 40+ hours per week (including sitting, standing and working on a computer for extended periods of time).
  • Ability to communicate effectively in a collaborative work environment utilizing various technologies such as: telephone, computer, web, voice, teleconferencing, e-mail, etc.
  • Ability to travel as required.
  • Ability to operate an automobile within the parameters of the driving policy.
  • Ability to work weekends and evenings as needed.

This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.

We are an equal opportunity employer/minority/female/disability/protected veteran.


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