Financial Portfolio Specialist

2 months ago


Lancaster, Pennsylvania, United States Univest Full time

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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