Portfolio Manager
3 weeks ago
About the Role:
We're seeking a skilled Portfolio Manager to drive the credit process at EagleBank. As a key member of our team, you'll facilitate the collection of financial information, underwrite and spread financial data, and prepare and submit credit packages for review and approval. Your attention to detail and analytical skills will be essential in reviewing loan documentation for accuracy and actively participating in the management of loan maturities, collection of past due accounts, and clearing of documentation exceptions.
Key Responsibilities:
- Drive the credit process with limited oversight
- Facilitate the collection of financial information
- Underwrite and spread financial data
- Prepare and submit credit packages for review and approval
- Review loan documentation for accuracy
- Actively participate in the management of loan maturities, collection of past due accounts, and clearing of documentation exceptions
Requirements:
- High School Diploma
- 2+ years of commercial credit analysis experience or portfolio management
- In-depth knowledge of commercial loan documentation
- Strong knowledge of credit underwriting, financial ratios, credit structures, cash flow, collateral, and guarantor analysis
- Excellent verbal and written communication
- Good customer service skills
- Proficient in MS Word, Excel, and Outlook
- Strong organization skills, attention to detail, and accuracy
Preferred Qualifications:
- 4+ years of commercial credit analysis experience or portfolio management
- Bachelor's degree in Business, Finance, or Accounting
- Formal credit training
- Experience structuring and pricing loan transactions to achieve profitability metrics
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