Senior Portfolio Manager

3 weeks ago


Sarasota, Florida, United States ServisFirst Bank Full time

About the Role:

ServisFirst Bank is seeking a skilled Senior Portfolio Manager to join our team. As a key member of our credit team, you will be responsible for conducting financial analysis of credit for loan requests and assisting Bank Officers with various duties.

Key Responsibilities:

  • Conduct financial analysis of credit for new and existing clients and prospects
  • Generate spreads, term sheets, and other information for loan requests and conduct underwriting
  • Determine the strength and/or weakness of credit requests to determine the terms of the loan and ability to repay
  • Build profiles and loan requests in nCino for approval
  • Contact Loan Officers and/or clients to request necessary financial information for analysis
  • Generate reports to determine past or current maturities that are not yet cleared and request any necessary information
  • Prepare memos outlining financial information for approvals from the appropriate parties
  • Track maturity for renewals monthly
  • Be actively involved in understanding documentation and closing process
  • Attend sales appointments with Officers as requested
  • Work on term sheets / commitment letters as directed by supervisors
  • Assist Loan Officers and Credit Officers with various functions needed
  • Serve as a resource for junior Credit Analyst/Assistant Relationship Managers and provide training as needed

Requirements:

  • Bachelor's degree in Finance, Accounting or a related field
  • Excellent written and verbal communication skills
  • Experience using Microsoft Outlook, Word and Excel
  • Experience in a position requiring attention to detail and data analysis
  • Excellent organizational skills and ability to multi-task
  • RMA and/or Moody training is a plus

Physical Requirements and Environmental Conditions:

  • Sustained standing and sitting
  • Frequent use of PC, including typing or sustained attention to monitor
  • Occasional presentations requiring public speaking to small groups
  • Occasional lifting of basic office files or equipment up to 20 lbs
  • Normal office environment with comfortable internal temperatures and low level noise

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