Investment Portfolio Supervisor

1 week ago


Conshohocken, Pennsylvania, United States Firstrust Bank Full time

The Investment Portfolio Supervisor position demands a comprehensive understanding and expertise in exercising prudent judgement while adhering to best practices in credit and risk management.

*Hybrid Work Arrangement*

Firstrust Bank is committed to being an Affirmative Action Contractor and an Equal Opportunity Employer.

We welcome applications from Minority/Female/Disabled/Veteran candidates.

  • Oversee the compliance with all Service Level Agreements, regulatory standards, and the Bank's credit risk profiles while ensuring profitability is sustained.
  • Accountable for safeguarding the integrity of both pooled and individual portfolios, ensuring profitability, accurately assessing and managing risk, and conducting the annual review process.
  • Evaluate portfolio relationships with appropriate involvement from the Relationship Manager.
  • Develop financial models and credit memorandums, demonstrating a solid understanding of credit policies and their application across various scenarios.
  • Possess a general comprehension of organizational frameworks, documentation, covenants, and collateral arrangements.
  • Effectively monitor financial reporting obligations and assess Borrowing Base certificates.
  • Utilize best practices to deliver loan recommendations based on a thorough review of all underwriting criteria for final endorsement.
  • Adhere to internal portfolio and underwriting protocols, ensuring timely and precise data entry into Vikar and/or other centralized systems, while maintaining high-quality documentation in a paperless setting.
  • Serve as a resource for less experienced colleagues and may lead projects with moderate resource needs, risk, and/or complexity.

Qualifications:

  • 3-5 years of experience in banking and commercial credit.
  • Extensive familiarity with credit policies and procedures.
  • Proven ability to mentor, lead, and inspire others.
  • Strong interpersonal and effective oral and written communication skills.
  • Knowledge of the software and systems necessary to perform job functions successfully.
  • Must be recognized as a Vikar Subject Matter Expert.
  • Demonstrated history of managing high-volume workflows.


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