Commercial Loan Portfolio Manager

2 weeks ago


New York, New York, United States Amalgamated Bank of NY Full time
About the Position

The Commercial Loan Portfolio Manager plays a vital role in overseeing current lending relationships in partnership with a Commercial Banker. This role encompasses credit evaluation, financial assessment, and management of client relationships. The Portfolio Manager will collaborate closely with borrowers, internal teams, and external partners to ensure adherence to loan agreements and facilitate credit approvals. Furthermore, this position may include mentoring junior staff members.

Primary Responsibilities
  • Oversee a portfolio of lending relationships and promptly address client inquiries
  • Prepare documentation for credit approvals and assess loan modifications and renewals
  • Negotiate terms and conditions with clients in alignment with bank policies
  • Analyze financial statements for compliance with covenants
  • Work with internal departments to ensure efficient loan servicing
Qualifications
  • Bachelor's degree in Business, Finance, or a related discipline
  • 3-5 years of experience in commercial credit assessment and underwriting
  • Strong understanding of loan structures and treasury services
  • Exceptional communication and negotiation abilities
  • Knowledge of banking regulations and policies
  • Proficiency in MS Excel for financial evaluations

At Amalgamated Bank of NY, we are dedicated to fostering a workplace that values diversity and inclusivity. We aim to create an environment where all employees and clients are respected and valued, striving to contribute to a more equitable world through our daily practices and by upholding the values of our stakeholders.



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