Portfolio Manager

5 days ago


Lancaster, Pennsylvania, United States Univest Full time

Overview

Univest Financial Corporation, a leading financial institution with approximately $7.8 billion in assets and $4.3 billion in assets under management, is seeking a skilled Portfolio Manager to join its Central PA Lending Team.

Responsibilities

The successful candidate will support assigned Corporate Banking Group and relationship managers with client and portfolio management, including:

  • Communicating with Relationship Managers and customers to gather financial information for loan requests
  • Collaborating with Relationship Managers, customers, and administrative teams to facilitate loan proposals and approvals
  • Reviewing and finalizing loan coding and post-closing customer follow-up
  • Establishing operational relationships with clients to handle routine daily issues and requests
  • Monitoring and reviewing exceptions, maturing loans, and credit rating maturities
  • Reviewing customer risk profiles and covenant compliance through financial data collection and searches
  • Supporting portfolio audits and responding to internal and external auditors
  • Participating in special projects and additional duties as required

The ideal candidate will possess strong analytical and communication skills, with the ability to work collaboratively in a fast-paced environment. If you are a motivated and detail-oriented professional looking to drive change and deliver exceptional results, we encourage you to apply for this exciting opportunity.


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