Strategic Portfolio Manager

4 weeks ago


Conshohocken, Pennsylvania, United States Firstrust Bank Full time

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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