Portfolio Manager

4 weeks ago


Lancaster, Pennsylvania, United States Univest Full time

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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