Senior Portfolio Manager
3 weeks ago
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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