Portfolio Manager

2 days ago


Lancaster, Pennsylvania, United States Univest Full time

About Univest

Univest Financial Corporation is a leading financial institution with approximately $7.8 billion in assets and $4.3 billion in assets under management. Headquartered in Souderton, Pennsylvania, the company provides a full range of financial solutions for individuals, businesses, municipalities, and nonprofit organizations in the Mid-Atlantic Region.

Our Culture

We invest in the success of our employees and customers, fostering a culture of inclusivity and innovation. Our employees are encouraged to work collaboratively and bring their authentic selves to work, driving change and delivering needs-based financial solutions to our communities.

Job Summary

We are seeking a Portfolio Manager to join our Central PA Lending Team. As a key member of our team, you will support assigned Corporate Banking Group and relationship managers with client and portfolio management.

Responsibilities

Key responsibilities include:

  • Supporting loan requests and proposals, collaborating with relationship managers, customers, and administrative teams.
  • Reviewing and finalizing loan coding, ensuring compliance with laws and regulations.
  • Monitoring and reviewing exceptions, maturing loans, and delinquencies, working with relationship managers and customers to resolve.
  • Preparing and supporting portfolio audits for internal and external auditors.
  • Special projects and additional duties as required.

Requirements

As a Portfolio Manager, you will be responsible for compliance with laws and regulations, ensuring the success of our employees and customers. If you are a career-focused individual looking to bring passion and creativity to drive change, we encourage you to apply.


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