Portfolio Manager

4 weeks ago

Pittsburgh, Pennsylvania, United States Raymond James Full time

Job Description

Summary of the Position:

The Commercial and Industrial (C&I) Portfolio Manager assists the relationship managers with the underwriting of credit and the ongoing administration of loan portfolios to ensure that the Bank maintains high credit quality and to provide more time for the relationship managers to generate new business opportunities.

Primary Functions of the Position:

  • Underwrites requests for credit extensions to new and existing clients

  • Performs detailed financial analysis primarily for Commercial & Industrial lending opportunities

  • Prepares the following for presentation to Senior Loan Committee by the relationship managers:

  • Credit Approval Requests (CAR)

  • Modifications

  • Covenant Waivers / Amendments

  • Periodic Reviews

  • Manages / monitors assigned portfolio for:

  • Borrower Credit Trend

  • Accurate and Timely Risk Rating

  • Required Financial Reporting

  • Covenant Compliance

  • Borrowing Base Availability

  • Payment Delinquencies

  • Overdrafts

  • Ensures compliance with the Bank's credit policies and procedures, identifying exceptions for approval when they occur

  • Ensures the initial set-up of credit facilities on Baker Hill and other internal systems is consistent with the reporting requirements contained in the loan documents

  • Prepares periodic financial reviews where required

  • Ensures the timely spreading of interim and annual financial statements provided by clients

  • Accompanies the relationship manager on prospect / client calls when appropriate

Education and Experience Requirements:

  • Bachelor's Degree in Accounting, Finance, or related field; MBA preferred

  • Minimum 5 years of credit analysis and underwriting experience

  • Completion of bank commercial credit training program

Essential Skills and Abilities:

  • Demonstrated knowledge of accounting theory and its practical application in the credit underwriting process

  • Knowledge of underwriting treasury management products preferred

  • Strong analytical skills including the ability to read and assess individual and company financial statements, cash flow, industry, competition and projections

  • Excellent organizational skills, attention to detail, and the ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction

  • Strong written and verbal communication skills

  • Strong presentation skills

  • Ability to work independently and within a team

  • Proficient in various spreadsheet applications, including the use of graphs, charts and Moody's financial analysis software

Education

Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance

Work Experience

General Experience - 3 to 6 years

Certifications

Certified Anti-Money Laundering Specialist (ACAMS) - Association of Certified Anti-Money Laundering Specialists (ACAMS)

Travel

Workstyle

Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:


• Grow professionally and inspire others to do the same


• Work with and through others to achieve desired outcomes


• Make prompt, pragmatic choices and act with the client in mind


• Take ownership and hold themselves and others accountable for delivering results that matter


• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

TriState Capital Bank is an EOE/AA and VEVRAA Federal Contractor

Priority will be given to protected veterans

EOE/AA: Female/Minorities/Disabled/Protected Veterans/LGBT

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