Strategic Portfolio Manager
4 weeks ago
Job Title: Portfolio Manager IV
Firstrust Bank is seeking a highly skilled Portfolio Manager IV to join our team.
Job Summary:
The Portfolio Manager IV is a senior-level position responsible for managing and maintaining the integrity of our pooled or individual portfolios while sustaining profitability and accurately assessing/managing risk.
Key Responsibilities:
- Monitor and maintain Service Level Agreements, regulatory compliance requirements, and Bank's credit risk profiles and profitability.
- Protect and preserve the integrity of the portfolio while sustaining profitability, accurately assessing/managing risk, and managing the annual review process.
- Analyze complex portfolio relationships with reasonable involvement from the Relationship Manager.
- Prepare financial models, credit memorandums, and have extensive knowledge of credit policies with the ability to apply them to various situations.
- Exhibit a strong understanding of complex organizational structures, documentation, covenants, and/or collateral structures.
- Effectively track and monitor financial reporting requirements and review Borrowing Base certificates.
- Provide loan recommendations based on a review of all underwriting criteria for final approval.
- Exercise adherence to internal portfolio/underwriting processes, including timely and accurate data entry to Vikar and/or other centralized systems, as well as maintaining high-quality file documentation in a paperless environment.
- Assist others to solve problems, lead projects with notable risk and complexity, and develop the strategy for project execution.
Essential Functions:
Prolonged periods sitting at a desk and working on a computer.
Knowledge, Skills & Abilities:
- Extensive knowledge of and experience with credit policies and procedures.
- Demonstrate the ability to coach, lead, and motivate.
- Strong interpersonal skills and good oral written communication skills.
- Knowledge of software/systems required to successfully perform job function.
- Must be a Vikar Subject Matter Expert.
- Proven history of managing high-volume workflows.
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