Portfolio Manager Officer
1 month ago
If you enjoy analyzing complex financial profiles and interacting with our private banking clients, this is the right opportunity for you The Private Banking Department provides the Bank's products and services to high-net-worth individuals in a highly personalized, professional, and timely manner. The incumbent will underwrite all new loan/renewal applications and work with lenders to remedy underwriting issues. Principal Activities and Duties: Manage, train, and support the Private Banking Portfolio Manager (PM), including the preparation and delivery of annual performance reviews, general oversight of PM's daily job functions, coordination and approval of time off requests and hybrid work arrangements. Obtain Dunn & Bradstreet and credit reports on all applications. Complete collateral analysis to verify it will support the loan/renewal request. Review all credit information and financial statement spreads. Prepare credit proposals including analysis and calculations necessary to assess transaction and viability of transaction. Assemble and compile the information necessary for renewal or review of credit facilities. Conduct underwriting and calculate cash flow of expired/matured loans and preparing credit proposals for renewal. Prepare loan documentation for closings. Prepare commercial loan system input worksheets to establish new accounts and service existing accounts. Monitor expired insurance, missing loan documentation and financial information. Create and maintain credit files. Coordinate the opening and servicing of liability product accounts with branches and Private Banking transaction centers. Perform servicing and maintenance of accounts/relationships. Compose both internal and external correspondence. Perform other duties, as necessary. Required Qualifications: Three (3) years of experience underwriting commercial or Private Banking transactions. Bachelor's Degree in business or related field required. Will consider commensurate experience. Good organizational/priority setting skills; ability to work on multiple tasks. Ability to work under pressure and meet deadlines. Strong oral and written communication skills. Ability to learn the commercial loan system, products, services, policies and procedures. Ability to apply job knowledge and good judgment to problem solving/decision making situations. Attention to detail is a must. Working knowledge of Microsoft Word, Excel, CRM software, and loan documentation software.
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