Financial Portfolio Specialist
2 months ago
About Univest
Univest Financial Corporation is a leading financial institution with approximately $7.8 billion in assets and $4.3 billion in assets under management. Headquartered in the Mid-Atlantic Region, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities, and nonprofit organizations.
Our Mission
We invest in the success of our employees and customers, fostering a culture and environment that inspires change and inclusivity. We seek career-focused individuals who can bring passion and creativity to drive change and deploy needs-based financial solutions in the communities we serve.
Job Summary
We are hiring a Portfolio Manager to join our Central PA Lending Team. The successful candidate will support assigned Corporate Banking Group and relationship managers with client and portfolio management.
Responsibilities
- Supports assigned Corporate Banking Group and relationship managers with client and portfolio management.
- New Loan & Loan Renewal Support:
- Communicate with Relationship Managers (RM) and customers to gather financial information to support loan requests.
- Collaborate with RM, Customer, Administrative, and Credit Support to facilitate loan proposals/approvals.
- Collaborate with RM, Customer, Administrative, and Loan Servicing Department/Bank Counsel for loan settlement.
- Review and final approval of loan coding.
- Post loan closing customer follow-up (if necessary).
- Commercial Loan Support:
- Establish operational relationships with designated clients to handle routine daily operational issues and client requests.
- Monitor and review exceptions (Credit & collateral), maturing loans, ABLs, credit rating maturities, and delinquencies.
- Review customer risk profile and covenant compliance through the collection of financial data and searches.
- Portfolio audit preparation, support, and responses for internal and external auditors.
- Special projects and additional duties as required.
- Responsible for compliance with laws and regulations.
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Portfolio Management Specialist
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Lancaster, Pennsylvania, United States Univest Financial Corporation Full timeJob Title: Portfolio ManagerJob Summary: Univest Financial Corporation is seeking a skilled Portfolio Manager to join our Central PA Lending Team. As a Portfolio Manager, you will be responsible for supporting assigned Corporate Banking Group and relationship managers with client and portfolio management. This includes new loan and loan renewal support,...
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Portfolio Manager
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Lancaster, Pennsylvania, United States Univest Financial Corporation Full timePortfolio ManagerAt Univest Financial Corporation, we are seeking a skilled Portfolio Manager to join our Central PA Lending Team. As a Portfolio Manager, you will be responsible for supporting assigned Corporate Banking Group and relationship managers with client and portfolio management.Key Responsibilities:Supports assigned Corporate Banking Group and...
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Lancaster, Pennsylvania, United States Univest Full timeAbout the RoleUnivest Financial Corporation is seeking a skilled Portfolio Manager to join our Central PA Lending Team. As a key member of our team, you will be responsible for supporting corporate banking group and relationship managers with client and portfolio management.Key ResponsibilitiesSupport assigned corporate banking group and relationship...
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Lancaster, Pennsylvania, United States Univest Full timeAbout UnivestUnivest Financial Corporation is a leading financial institution with approximately $7.8 billion in assets and $4.3 billion in assets under management. Headquartered in the Mid-Atlantic Region, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities, and nonprofit...
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Lancaster, Pennsylvania, United States Univest Full timeOverviewUnivest Financial Corporation, a leading financial institution with approximately $7.8 billion in assets and $4.3 billion in assets under management, is seeking a skilled Portfolio Manager to join its Central PA Lending Team.ResponsibilitiesThe successful candidate will support assigned Corporate Banking Group and relationship managers with client...
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