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Senior Portfolio Management Specialist
2 months ago
Position Overview:
As a vital member of the Commercial Banking team, the Portfolio Manager plays a crucial role in fostering and managing client relationships. This position is integral to the success of our financial services, ensuring that we maintain high standards of customer satisfaction while driving revenue growth.
Key Responsibilities:
- Underwrite commercial loans, encompassing both direct deals and syndications.
- Manage credit risk effectively, making independent decisions regarding an assigned portfolio of client relationships.
- Ensure compliance with the bank's risk appetite and policies while managing and servicing the portfolio.
- Analyze and spread financial statements, addressing industry-specific risks, and monitoring collateral requirements.
- Facilitate loan documentation and closing processes, and assist in committee presentations.
- Provide comprehensive reporting on loans, including past dues, documentation exceptions, and portfolio profitability.
- Engage in customer service initiatives, participate in sales calls with Relationship Managers, and identify client needs.
- Stay informed about financial and market trends affecting the portfolio and analyze their potential impact.
Qualifications:
- A bachelor's degree in Finance, Business, or a related field, accompanied by a minimum of 4 years of experience in banking, relationship management, underwriting, or credit analysis.
- Proficient understanding of various loan types, credit analysis, and financial statement evaluation.
- Strong credit skills in underwriting, financial modeling, and adherence to banking policies.
- Excellent customer service, relationship management, organizational, analytical, and problem-solving abilities.
- Effective communication skills, both verbal and written, along with proficiency in relevant software applications.
Benefits:
- Comprehensive Medical, Dental, and Vision Insurance starting from day one.
- Life and Disability Insurance, Paid Parental Leave, and Adoption Assistance.
- Health Savings Accounts (HSA), Flexible Spending Accounts (FSA), and dependent care accounts.
- Generous Paid Time Off (PTO) and 11 Paid Federal Holidays.
- 401(k) plan with company match and Profit Sharing options.
- Mental health benefits, including coaching and therapy sessions.
- Tuition Reimbursement for eligible employees enrolled in accredited degree programs.
This position offers a competitive salary range, commensurate with experience and qualifications.
