Portfolio Management Specialist

1 week ago

Alexandria, United States Burke & Herbert Bank & Trust Full time
Job Summary

We are seeking a skilled Portfolio Manager to join our team at Burke & Herbert Bank & Trust. The successful candidate will be responsible for supporting Relationship Managers in the origination of new loans and management of credit portfolio.

About the Role:

  • The Portfolio Manager will work closely with the origination team and credit risk management in structuring transactions, reviewing and analyzing financial statements, conducting due diligence, assessing credit risk, preparing deal screen presentations, and monitoring and managing the credit portfolio.
  • The role requires strong analytical and organizational skills, with the ability to work independently and as part of a team.
  • The ideal candidate will have formal credit training and three plus years of underwriting and account management experience, preferably within a commercial lending environment.

Key Responsibilities:

  • Determine borrowing customer's needs and develop appropriate loan structure in collaboration with Relationship Manager.
  • Request, Review and Spread company/guarantor financial information.
  • Complete thorough, accurate, and in-depth analysis of new credit requests in a timely manner.
  • Maintain good working knowledge of the Bank's lending policies and procedures and identify exceptions to credit policy.
  • Recommend appropriate risk ratings in accordance with credit policy guidelines.
  • Attend meetings and/or conference calls on transactions, lead due diligence discussions and develop deal indicative term sheets and deal screen presentations.
  • Structure transactions appropriately that meet client's needs and bank's requirements.
  • Perform comprehensive credit analysis (cash flow analysis, trend analysis, sensitivity analysis etc.) for deal screens and assist in presentation to credit committee in support of approval.
  • Monitor, review and evaluate ongoing compliance with financial covenants and reporting requirements.
  • Assist with renewals, extensions and annual credit reviews, as needed.

Requirements:

  • Proficiency with financial modeling and excellent financial analysis skills (balance sheets, income statements, cash flow statements, financial ratios, personal financial statements, tax returns etc.).
  • Thorough knowledge of C&I and CRE lending process, including credit evaluation and underwriting.
  • Strong verbal, written, interpersonal, and presentation skills.
  • Proven organizational skills, ability to work independently and be detail oriented and thorough.
  • Ability to work well on a team and develop collaborative partnerships across the banking platform.
  • Ability to work on multiple transactions simultaneously and prioritize assignments to meet deadlines.
  • Proficiency in Microsoft Office; knowledge of banking systems (Baker Hill NextGen, Synergy, SilverLake).

What We Offer:

  • A competitive salary ranging from $80,000 to $120,000 per annum, depending on experience.
  • A comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.
  • Ongoing training and development opportunities to enhance your skills and career progression.

Why Join Us:

Burke & Herbert Bank & Trust is a leading community bank committed to providing exceptional service and expertise to our customers. Our team members enjoy a dynamic and supportive work environment, with opportunities to grow and develop their careers.

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