Portfolio Manager
4 weeks ago
About the Role
Univest Financial Corporation is seeking a skilled Portfolio Manager to join our Central PA Lending Team. As a key member of our team, you will be responsible for supporting corporate banking group and relationship managers with client and portfolio management.
Key Responsibilities
- Support assigned corporate banking group and relationship managers with client and portfolio management
- Collaborate with relationship managers, customers, and administrative teams to facilitate loan proposals and approvals
- Review and finalize loan coding, and perform post-closing customer follow-up as needed
- Establish operational relationships with designated clients to handle routine daily operational issues and client requests
- Monitor and review exceptions, maturing loans, and delinquencies, and work with relationship managers and customers to resolve
- Review customer risk profile and covenant compliance through the collection of financial data and searches
- Prepare and support portfolio audits for internal and external auditors
- Perform special projects and additional duties as required
Requirements
The ideal candidate will have a strong understanding of financial portfolio management and a proven track record of success in a similar role. They will be a team player with excellent communication and interpersonal skills, and be able to work collaboratively with cross-functional teams to achieve business objectives.
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Portfolio Manager
4 weeks ago
Lancaster, Pennsylvania, United States Univest Financial Corporation Full timePortfolio ManagerAt Univest Financial Corporation, we are seeking a skilled Portfolio Manager to join our Central PA Lending Team. As a Portfolio Manager, you will be responsible for supporting assigned Corporate Banking Group and relationship managers with client and portfolio management.Key Responsibilities:Supports assigned Corporate Banking Group and...
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