Portfolio Management Specialist

4 weeks ago


Lancaster, Pennsylvania, United States Univest Financial Corporation Full time
Job Title: Portfolio Manager

Job Summary:
Univest Financial Corporation is seeking a skilled Portfolio Manager to join our Central PA Lending Team. As a Portfolio Manager, you will be responsible for supporting assigned Corporate Banking Group and relationship managers with client and portfolio management. This includes new loan and loan renewal support, commercial loan support, and portfolio audit preparation.

Key Responsibilities:
  • Communicate with Relationship Managers and customers to gather financial information to support loan requests.
  • Collaborate with Relationship Managers, customers, administrative, and credit support to facilitate loan proposals and approvals.
  • Review and final approval of loan coding.
  • Post loan closing customer follow-up.

Requirements:
  • Customer-focused individual with strong knowledge of credit, banking, financial analysis, and internal credit processes.
  • 3-5 years of Credit Analyst or equivalent experience.
  • Ability to manage risk within the portfolio, including loan grading and loan pricing.
  • Ability to handle problems and exceptions in an independent manner.
  • Strong knowledge of commercial lending practices, compliance issues, and underwriting skills.
  • Strong interpersonal, written, and oral communication skills.
  • Bachelor's degree in Finance or equivalent experience in a related area.
  • Trained Financial Analyst preferred.
  • Microsoft Office proficient.

About Univest Financial Corporation:
Univest Financial Corporation is a full-service financial institution that provides a range of financial solutions for individuals, businesses, municipalities, and nonprofit organizations in the Mid-Atlantic Region. We are committed to our philanthropic spirit and have a strong commitment to giving back to our local communities. We offer a dynamic and inclusive work environment that encourages collaboration, innovation, and growth.
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