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Investment Portfolio Supervisor
2 months ago
Piermont Bank is a technology-driven digital commercial bank established with the vision of transforming the banking landscape. Our mission is to deliver an exceptional banking experience that integrates the finest elements of traditional banking with the agility of Fintech solutions. We are dedicated to developing and providing banking products that resonate with the demands of the modern digital economy. Piermont Bank is recognized as a premier financial partner within the fintech ecosystem. For further details, please visit our website.
The Role:
The Investment Portfolio Supervisor plays a crucial role in evaluating and managing the credit risk associated with the bank's Commercial Real Estate and Commercial & Industrial portfolios. This position emphasizes thorough financial statement analysis, industry evaluation, collateral assessment, and cash flow scrutiny.
Key Responsibilities:
- Oversees a portfolio of existing client relationships, consistently monitoring for potential vulnerabilities that may impact overall asset quality.
- Evaluates new loan applications and/or renewals, as well as increases to current loans when necessary.
- Conducts annual assessments of existing loan relationships.
- Engages with clients to provide updates on their business strategies and to strengthen overall client relations.
- Supports departmental management with ongoing credit enhancement initiatives and leads projects aimed at promoting loan growth and operational efficiency.
- Assists in the compilation of Credit Administration reports.
- A minimum of a bachelor's degree in finance, accounting, or a related field, with at least 4 years of progressively responsible experience in finance.
- Experience in a commercial banking environment is highly desirable.
- Proven expertise in asset allocation and management of loan portfolios.
- Comprehensive understanding of regulatory reporting requirements.
- Ability to cultivate effective relationships and exert influence at senior organizational levels.
- Established acumen in credit, industry, and risk assessment.
- Capability to interpret complex business and regulatory frameworks.
- Experience in navigating cross-functional relationships and understanding the implications of risk and regulations at the business level.
- Demonstrated ability to analyze credit and industry trends, both internally and externally.
- Excellent communication skills, with the ability to advocate for sound credit practices in business terms.
- Proficient in Microsoft Word and possess advanced skills in Excel.
- Familiarity with the Fiserv platform.
- Experience with Salesforce/nCino platform is a plus.
Piermont Bank is an equal opportunity employer. We celebrate diversity and are committed to fostering an inclusive environment for all employees, free from discrimination based on race, religion, color, national origin, political affiliation, gender, sexual orientation, gender identity, age, veteran status, disability, or any other legally protected characteristics.
