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Lead Portfolio Manager
2 months ago
ABOUT THE ORGANIZATION
Sumitomo Mitsui Banking Corp is dedicated to meeting the unique financial needs of middle-market enterprises, including manufacturers, wholesalers, distributors, importers, exporters, and service providers.
The expected salary range for this position is between $148,000.00 and $165,000.00. The specific salary offered will depend on the applicant's qualifications, experience, and a review of current market compensation for similar roles.
This position may also qualify for an annual discretionary incentive award. In addition to competitive cash compensation, Sumitomo Mitsui provides a comprehensive benefits package to its employees.Our mission is to be the preferred banking partner for middle-market and professional service firms by fostering long-term customer relationships and loyalty, while delivering exceptional products and services through a team of highly skilled bankers.
Job SummaryAs a key member of the Diversified Industries team, the Senior Portfolio Manager will be instrumental in executing credit facilities for both new and existing clients across various sectors (C&I lending).
The role involves evaluating, structuring, preparing, and reviewing credit memos for proposed and existing credit facilities, typically ranging from $5,000,000 to $25,000,000.
This position requires a deep understanding of the technical and analytical components of commercial loan underwriting, including (i) cash flow analysis, income statement and balance sheet evaluation, collateral assessment, and enterprise valuation, (ii) financial scrutiny of individual and corporate guarantors, (iii) market and industry risk assessment, and (iv) knowledge of loan participation and syndications.
The Senior Portfolio Manager will assist Relationship Managers in developing, recommending, implementing, and monitoring the loan portfolio while managing risk in accordance with the Bank's underwriting standards.
Principal Duties and Responsibilities- Oversee the ongoing management and monitoring of the assigned portfolio, as well as underwriting new transactions.
- Prepare or review Pre-Screen reports for potential borrowers and guarantors.
- Draft Credit Approval Reports for submission to Credit Administration, including loan summaries, credit analyses, and relevant supporting documentation.
- Ensure that underwriting practices align with credit policies, procedures, and methodologies.
- Present deals at loan approval committee meetings as necessary.
- Prepare additional written reports as required for loan relationship management.
- Manage processes to ensure timely loan closings.
- Maintain and manage the assigned loan portfolio to guarantee timely modifications, extensions, renewals, and annual reviews.
- Cultivate and sustain strong relationships with Division Heads, Relationship Managers, Credit Analysts, and clients.
- Stay informed about the Bank's loan policies and Risk Rating System.
- Provide guidance and training to junior loan officers in collaboration with the Portfolio Manager Team Lead.
- Undertake special projects and other related duties as needed.
Position Specifications
Education:
BA/MBA in business, accounting, finance, or equivalent experience.
Experience:
Comprehensive knowledge of commercial lending in the Middle Market and/or Mid-Corporate sector, typically acquired through a minimum of 10 years of relevant experience.
Experience in leveraged cash flow lending is strongly preferred.Skills/Qualifications:
Proficient understanding of all technical aspects of commercial loan underwriting, exceptional attention to detail, superior time management and prioritization abilities, and strong oral and written communication skills.
EOE STATEMENT
We are an equal employment opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status, or any other characteristic protected by law.
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