Portfolio Manager

1 week 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 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)

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