Commercial Portfolio Manager

4 weeks ago

New York, New York, United States Amalgamated Bank Full time
Job Summary

The Commercial Portfolio Manager III is responsible for managing existing loan relationships in collaboration with a Commercial Banker. This role requires a proactive banker with strong credit acumen, excellent communication skills, and adroit customer relationship management.

Key Responsibilities
  • Provide ongoing daily management of a growing portfolio of loan relationships and promptly respond to incoming requests/inquiries from borrowers.
  • Prepare and present credit approval memoranda for approval following bank policy guidelines.
  • Request information from borrowers when due, analyze financial statements, structure and underwrite new credit requests such as loan modifications and renewals.
  • Negotiate rates, fees, and terms with clients that meet Bank ROE guidelines.
  • Work directly with bank's counsel to help prepare loan documentation for borrower to execute.
  • Manage assigned loan portfolio within bank policy and customer service standards.
  • Communicate effectively about bank products to customers.
  • Address issues and provide solutions for existing borrowers.
  • Review financial statements on an ongoing basis for covenant compliance.
  • Monitor monthly borrowing base certificates and confirm availability.
  • Organize and maintain credit files.
  • Prepare and present reports for internal meetings (i.e. loan quality meetings).
  • Prepare responses for information requests from internal and external auditors.
  • Direct loan payments and reserve account distributions per payment waterfall schedules in loan agreements.
  • Identify and report problem accounts in a timely manner.
  • Monitor changes in borrower risk and recommend appropriate upgrades/downgrades.
Requirements
  • Bachelor's degree in Business Administration, Finance or Accounting or equivalent experience.
  • 3-5 years prior relevant experience in commercial credit analysis/underwriting/portfolio management.
  • Formal credit training and minimum of five (5) years of underwriting and account management experience within a commercial banking lending environment.
  • Demonstrated knowledge of loan structures and treasury products.
  • Ability to analyze financial statements and understand critical lending/financial ratios.
  • Excellent negotiation skills.
  • Sufficient knowledge of Federal and State banking regulations (including but not limited to BSA, OFAC, Reg B, Reg O, Reg Z, and Reg BB) and Bank Policies pertinent to performance of duties to avoid regulatory violations.
  • Highly proficient in MS excel, including financial analysis and modeling.
Preferred Qualifications
  • Leadership experience.
  • Ability to work in a team environment.
  • Strong communication and interpersonal skills.
  • Ability to prioritize multiple requests and meet tight deadlines.

Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities/Females/Individuals with Disability/Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.

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