Portfolio Manager

4 weeks ago

Conshohocken, United States Firstrust Bank Full time

Objective:
The primary responsibilities of the Commercial Real Estate Portfolio Manager are to properly evaluate existing and prospective credit relationships by working closely with the Relationship Managers and Team Leader. In addition to this, the PM will be an integral part of the Real Estate Finance team along with the RM and AA in maintaining a hands-on on-going relationship with credit customers.

**Firstrust Bank is an Affirmative Action Contractor and is an Equal Opportunity Employer.**

**Minority/Female/Disabled/Veteran**

Responsibilities/Duties:

- Positions themselves as a value-added resource for all assigned commercial real estate finance relationships, acting as a liaison between clients, RMs, retail offices, cash management, loan accounting and commercial call center.
- Maintains in-depth knowledge of loan products, services, Firstrust’s credit policies and procedures to ensure legal and regulatory compliance and sound credit decisions along with proper and timely customer service.
- With oversight from the RM, the PM will analyze structure, recommend, and submit loans for approval to appropriate approving authority or loan committee. Analysis will include preparation of credit memo, specifically, working closely with the Team Leader/RM in the review of financial information submitted, particularly in the sensitizing of financial projections for new loan requests, renewals, and credit reviews.
- Interacts with customers and their accountants in the credit analysis process.
- Review draft documents prepared by Loan Documentation (when using Laser Pro) or outside counsel for proper representation of credit approval, and when necessary, negotiate changes to the credit approval with both the approving authority and the client/prospect.
- As necessary represent the RM at settlements.
- Monitors construction loans, lines of credit, permanent real estate loans and other outstanding credit facilities to ensure complete conformity with financial covenants/reporting requirements for the purpose of determining if the current risk rating is still appropriate.
- Maintains, monitors, and updates the database on the receipt and tracking of Financial Statements and Other Required Information (i.e. financial statements-annually, semi-annually, quarterly, tax returns, personal financial statements, Cash Flow Schedules, Portfolio Valuations, etc.).
- Tracking and clearing of exceptions (i.e. documentation, insurance, credit, etc.) for all assigned commercial relationships.
- Maintains a high standard of credit quality for all assigned commercial relationships and participates in the portfolio review process with RMs.
- Work in collaborative fashion with RM and Commercial Loan Documentation to ensure that all loan packages submitted for documentation contain the necessary and required information to expedite the process and minimize exceptions.
- Conduct post-closing audit/review of executed loan packages.

Essential Functions:
While performing the essential functions of this position, the employee is required to perform activities such as preparing and analyzing data and figures via a computer terminal. The incumbent will be expected to retrieve files, compose memorandums, and communicate with internal and external customers. The incumbent is occasionally required to drive a motor vehicle to accompany RMs to various types of customer meetings and property inspections and may be required to attach Firstrust signs to construction fences.

Knowledge - Skills & Abilities:

- Minimum of a Bachelor’s Degree in Finance, Accounting or related field preferred
- Three to Five years Commercial Real Estate Lending experience
- Solid knowledge of commercial real estate lending practices, compliance issues, and underwriting skills.
- Strong interpersonal skills and good oral and written communication skills
- Ability to interface with internal and external customers on a daily basis
- Intermediate proficiency in the Microsoft Office (Word, Excel and Outlook)

  • Portfolio Manager IV

    2 weeks ago

    Conshohocken, United States Firstrust Bank Full time

    Objective: The Portfolio Manager IV is a recognized expert in exercising sound judgement in credit and risk administration. Firstrust Bank is an Affirmative Action Contractor and is an Equal Opportunity Employer. Minority/Female/Disabled/Veteran Responsibilities/Duties: Ensure all Service Level Agreements, regulatory compliance requirements, and Banks...

  • Portfolio Manager IV

    2 weeks ago

    Conshohocken, United States Firstrust Bank Full time

    Objective: The Portfolio Manager IV is a recognized expert in exercising sound judgement in credit and risk administration. Firstrust Bank is an Affirmative Action Contractor and is an Equal Opportunity Employer. Minority/Female/Disabled/Veteran Responsibilities/Duties: Ensure all Service Level Agreements, regulatory compliance requirements, and Banks...

  • Portfolio Manager III

    2 days ago

    Conshohocken, United States Firstrust Bank Full time

    Objective: The Portfolio Manager III requires in-depth knowledge and experience in exercising sound judgement using best practices within credit and risk administration. Firstrust Bank is an Affirmative Action Contractor and is an Equal Opportunity Employer. Minority/Female/Disabled/Veteran Responsibilities/Duties: Ensure all Service Level Agreements,...

  • Portfolio Manager III

    14 hours ago

    Conshohocken, United States Firstrust Bank Full time

    Objective: The Portfolio Manager III requires in-depth knowledge and experience in exercising sound judgement using best practices within credit and risk administration. Firstrust Bank is an Affirmative Action Contractor and is an Equal Opportunity Employer. Minority/Female/Disabled/Veteran Responsibilities/Duties: Ensure all Service Level Agreements,...

  • Director, Portfolio Management

    3 days ago

    Conshohocken, United States InterDigital Full time

    About InterDigital InterDigital is a global research and development company focused primarily on wireless, video, artificial intelligence ("AI"), and related technologies. We design and develop foundational technologies that enable connected, immersive experiences in a broad range of communications and entertainment products and services. We license our...

  • Portfolio Product Marketing Manager

    1 week ago

    Conshohocken, United States Liberty Personnel Services, Inc Full time

    Job DescriptionJob DescriptionPortfolio Product Marketing ManagerMy client is seeking a Portfolio Marketing Manager to handle 10,000 SKU and 200 brands for their company. This person will be well versed with Full-life cycle product portfolios from inception to end-of life. This person should have 5+ years experience in a B2B environment coupled with a...

  • Portfolio Manager Commercial Real Estate

    4 weeks ago

    Conshohocken, United States Firstrust Bank Full time

    The primary responsibilities of the Commercial Real Estate Portfolio Manager are to properly evaluate existing and prospective credit relationships by working closely with the Relationship Managers and Team Leader. In addition to this, the PM will be an integral part of the Real Estate Finance team along with the RM and AA in maintaining a hands-on on-going...

  • Portfolio Manager Commercial Real Estate

    4 weeks ago

    Conshohocken, United States Firstrust Bank Full time

    The primary responsibilities of the Commercial Real Estate Portfolio Manager are to properly evaluate existing and prospective credit relationships by working closely with the Relationship Managers and Team Leader. In addition to this, the PM will be an integral part of the Real Estate Finance team along with the RM and AA in maintaining a hands-on on-going...

  • Portfolio Manager

    4 weeks ago

    Conshohocken, United States Firstrust Bank Full time

    Objective: The primary responsibilities of the Commercial Real Estate Portfolio Manager are to properly evaluate existing and prospective credit relationships by working closely with the Relationship Managers and Team Leader. In addition to this, the PM will be an integral part of the Real Estate Finance team along with the RM and AA in maintaining a...

  • Portfolio Manager

    21 hours ago

    Conshohocken, United States Firstrust Savings Bank Full time

    Objective The primary responsibilities of the Commercial Real Estate Portfolio Manager are to properly evaluate existing and prospective credit relationships by working closely with the Relationship Managers and Team Leader. In addition to this, the PM will be an integral part of the Real Estate Finance team along with the RM and AA in maintaining a...

  • Portfolio Manager

    2 days ago

    Conshohocken, United States Firstrust Savings Bank Full time

    Objective The primary responsibilities of the Commercial Real Estate Portfolio Manager are to properly evaluate existing and prospective credit relationships by working closely with the Relationship Managers and Team Leader. In addition to this, the PM will be an integral part of the Real Estate Finance team along with the RM and AA in maintaining a hands-on...

  • Portfolio Manager

    12 hours ago

    Conshohocken, United States Firstrust Bank Full time

    Objective: The primary responsibilities of the Commercial Real Estate Portfolio Manager are to properly evaluate existing and prospective credit relationships by working closely with the Relationship Managers and Team Leader. In addition to this, the PM will be an integral part of the Real Estate Finance team along with the RM and AA in maintaining a...

  • Senior Finance Manager

    4 weeks ago

    Conshohocken, United States Firstrust Bank Full time

    Objective: Manages the primary functions related to the cash, investment portfolios and derivative management as well as Asset/Liability management and Budget. In addition, will provide support to the internal financial management effort. Firstrust Bank is an Affirmative Action Contractor and is an Equal Opportunity Employer. Minority/Female/Disabled/Veteran...

  • Senior Finance Manager

    1 week ago

    Conshohocken, United States Firstrust Bank Full time

    Objective: Manages the primary functions related to the cash, investment portfolios and derivative management as well as Asset/Liability management and Budget. In addition, will provide support to the internal financial management effort. Firstrust Bank is an Affirmative Action Contractor and is an Equal Opportunity Employer. Minority/Female/Disabled/Veteran...

  • Business Banking Relationship Manager

    2 weeks ago

    Conshohocken, United States Firstrust Bank Full time

    Objective: Develop, expand and retain more complex business banking relationships. Within the Business Banking target market, this role is responsible for sales, relationship management, cross-sell, and credit Risk of the most profitable Business Banking clients. Ensure that assigned assets and liabilities are properly accounted for, serviced and protected...

  • Sr. Manager Global Product Application Manager

    4 weeks ago

    Conshohocken, United States Quaker Chemical Corporation Full time

    The Global Lead PAM heads a broad set of initiatives on a global basis to support execution of strategy and develop the impregnation business for direct sales and support of service center sales as needed. Working collaboratively with regional Commercial functions to implement and support the value proposition and to drive growth and market share increases...

  • Sr. Manager Global Product Application Manager

    1 week ago

    Conshohocken, United States Quaker Chemical Corporation Full time

    The Global Lead PAM heads a broad set of initiatives on a global basis to support execution of strategy and develop the impregnation business for direct sales and support of service center sales as needed. Working collaboratively with regional Commercial functions to implement and support the value proposition and to drive growth and market share increases...

  • Sr. Manager Global Product Application Manager

    4 weeks ago

    Conshohocken, United States Quaker Chemical Corporation Full time

    About us At Quaker Houghton, we are experts in the development, production and application of industrial process fluids, lubricants and coatings for the manufacturing industry. We have been an integral part in the growth of the worlds largest industrial and manufacturing companies from aerospace and automotive to primary metal and energy. Today, we have a...

  • Sr. Manager Global Product Application Manager

    2 weeks ago

    Conshohocken, United States Quaker Chemical Corporation Full time

    About us At Quaker Houghton, we are experts in the development, production and application of industrial process fluids, lubricants and coatings for the manufacturing industry. We have been an integral part in the growth of the worlds largest industrial and manufacturing companies from aerospace and automotive to primary metal and energy. Today, we have a...

  • Business Banking Relationship Manager

    2 weeks ago

    Conshohocken, United States Firstrust Bank Full time

    Objective: Develop, expand and retain more complex business banking relationships. Within the Business Banking target market, this role is responsible for sales, relationship management, cross-sell, and credit Risk of the most profitable Business Banking clients. Ensure that assigned assets and liabilities are properly accounted for, serviced and protected...