Portfolio Manager
5 days ago
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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