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Credit Portfolio Manager III
2 months ago
Credit Portfolio Manager III - Asset Based Lending (Remote)
Job Category:
Commercial
Requisition Number:
CREDI007879
Posted: July 11, 2024
Full-Time
Remote
Salary Range: $101,025 USD to $168,575 USD
Locations
Showing 1 location
Remote - VA
1051 East Cary Street
Richmond, VA 23219, USA
Responsible for providing an independent perspective in underwriting and managing complex asset-based lending loans and relationships up to the bank’s legal lending limit. Partners with Business Development Officers, Relationship Managers, Credit Portfolio Managers, and the Credit Portfolio Management Team Leader in delivering credit solutions through: underwriting, portfolio management, deal team management, and extensive internal and external client interaction. Credit Portfolio Manager III is expected to be a subject matter expert (SME) in the respective portfolio and adheres to all regulatory and compliance guidelines.
Position Accountabilities
Lead the independent underwriting process for new and renewal opportunities for clients and prospects within an assigned portfolio. The position will be assigned to some of the more complex credits and larger portfolios within the Wholesale Bank.
Provide in-depth, independent analysis of financial statements, borrowing base certificates, collateral field examinations, appraisals and other diligence reports, management competencies, industry impact, competitive dynamics, collateral, and guarantor support for new/renewal opportunities and other credit risk management deliverables.
Prepare detailed short or long-term financial projections within a vendor provided solution such as Moody’s Risk Analyst or within an Excel spreadsheet.
Make recommendations to Credit Approvers regarding credit amount, structure, and policy compliance.
Coordinates all third party due diligence for new underwritings including collateral field exams and appraisals.
Manage assigned portfolio by proactively monitoring performance and trends, ensuring risk rating integrity, ensuring timely compliance with all covenants, identifying issues and following through for remediation, and assisting with compliance and regulatory reviews.
Participate or lead client calls with Business Development Officers for in-depth financial questions, deal information, collection of financial statements, and other portfolio management requirements
Participate in special projects to aid with the continuous improvement of portfolio management.
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares’ BSA/AML Policy and Procedures.
Prioritize new deal, renewal, and portfolio management requirements and coordinate as appropriate with clients and prospects, Business Development Officers, Relationship Managers, Collateral Specialists, Credit Risk, Treasury Management, and other internal and external stakeholders.
This senior position may mentor CPMs I and II, as appropriate.
Organizational Relationship
This position reports to the Team Leader - Credit Portfolio Management.
Position Qualifications
Education & Experience
Bachelor's degree in Accounting or Finance and seven or more years of experience in commercial lending, specifically in asset based lending
Knowledge & Skills
Understanding of commercial loan structures, establishing covenants, and familiarity with industry-standard commercial loan documentation
Considered a SME for aligned industry, commercial credit and lending concepts, practices and regulations.
Advanced written and analytical skills to encompass an ability to analyze balance sheet structure, and income and cash flow trends.
Consistently demonstrates ability to make complex decisions and sound business judgments regarding business and lending activities
Working knowledge of accepted loan practices with emphasis on asset-based lending, underwriting, security prioritization, legal documentation and portfolio management
Knowledge of financial statement spreading, including proficiency in preparing pro-forma statements within Moody's or other software package.
Excellent written, oral and interpersonal skills, to include selling, structuring, negotiating, closing, maintenance, modifications and problem resolution
PC proficiency with Word and Excel, including the use of system and user generated formulas, macros, charts, and tables.
Ability to research industry sources needed for credit evaluations.
Strong organization skills with the ability to self-manage time and work flow to meet deadlines.
Ability to manage multiple projects at one time.
Ability to work independently as well as within a team environment
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