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Portfolio Manager

2 months ago

New York, New York, United States FinTrust Connect Full time
{"title": "Portfolio Manager", "description": "Job Summary

FinTrust Connect is seeking an experienced Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for providing ongoing credit oversight and portfolio management of commercial and industrial loans.

Key Responsibilities
  • Assume full account management responsibility for C&I loans.
  • Interact with Loan Officers, Borrowers or CPAs to obtain necessary financial information required to complete annual reviews.
  • Consult with customers regarding their financial performance trends and proactively anticipate and manage deteriorating credits.
  • Negotiate and recommend for approval, financial covenant waivers and loan modifications.
  • Manage and track borrowing bases, A/R Aging, etc.
  • Manage portfolio risk on a forward and proactive basis with respect to economic and industry trends, borrower concentrations, industry concentrations, likelihood of default and loss and criticized and classified loan migration.
  • Recommend specific action plans upon identifying increased borrower credit risk to mitigate non-performing / non-accrual loan status.
  • Daily monitoring of all overdrafts for C&I relationships.
  • Order appraisals, flood searches, and credit reports.
  • Assist SVP Director of Portfolio Management with monthly reporting as required.
Requirements
  • College degree
  • Minimum of three (3) years of experience in managing significant C&I loans (above $5M-7.5M)
  • Formal credit training
  • Excellent underwriting knowledge, specifically in non-small business lending environments
About FinTrust Connect

FinTrust Connect is a leading financial services company that values a strong team-oriented culture that prioritizes inclusivity and professional development. We believe in creating a supportive and collaborative work environment where all employees feel valued and empowered to reach their full potential.

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