Portfolio Manager

1 week ago

Chevy Chase, Maryland, United States Forbright Bank Full time
Job Summary

The AVP or VP, Portfolio Manager, Healthcare Lending is a key member of the team responsible for managing credit risk within the Healthcare Lending Portfolio at Forbright Bank. This role involves monitoring loan performance, managing client relationships, and ensuring accurate assessment of credit risk and trends.

Key Responsibilities
  • Monitor operating performance, financial condition, and credit risk for assigned borrowers/client relationships to proactively identify issues and resolve problems in a timely and effective manner
  • Ensure that required borrower reporting is received on a timely basis
  • Perform and/or review, on a timely basis, financial analysis on reporting provided by borrowers, tracking trends, key performance indicators, and developments which may impact loan performance
  • Effectively communicate identified credit risks and recommended actions to senior management
  • Research, propose, and prepare modification approval write-ups, working closely with the client as well as legal counsel and manager
  • Actively manage upcoming loan maturities, past dues, and credit quality
  • Complete and/or actively oversee risk ratings, criticized asset management memos, and review processes for assigned borrowers
  • Manage Bank resources effectively, including supporting departments such as loan servicing and deposit operations as well as Healthcare Team's analyst pool assigned specifically to loans
  • Mentor and manage (indirectly) analyst resources
  • Ensure timely completion of analyst work, including communication work related to borrower file management within the Bank's multiple systems for tracking, reporting, and communication
  • Actively participate in bi-weekly Portfolio Management department meetings and ensure analysts assigned to credits are appropriately prepared to contribute during meetings, as needed
  • Attend bi-weekly Pipeline meetings and collaborate with the Origination/Underwriting Team to transition new loans from Closing to Portfolio Management
  • Analyze and approve borrowing bases of asset-based revolvers in the loan portfolio
  • Ensure loan documentation and credit files are maintained in a timely fashion in accordance with the Bank's procedures and banking guidelines
  • Stay informed of state and federal healthcare current events and changes to healthcare policies
  • Participate in the build out a scalable portfolio monitoring infrastructure
  • Complete special projects and other duties on an as needed basis
Requirements
  • Bachelor's Degree from a 4-year accredited institution required
  • A minimum of 6-8 years (AVP) or 8+ years (VP) of lending or portfolio management experience with a bank or commercial finance company required
  • Formal credit training required
  • A strong understanding of accounting and finance matters
  • High proficiency with Excel and other Microsoft Office products
  • Solid grasp on loan and legal documentation
  • Outstanding quantitative and qualitative analytical skills
  • Acute attention to detail with the ability to think critically and independently
  • Exceptional attitude and commitment to teamwork
  • Excellent written and verbal communication, presentation, and interpersonal skills
  • Well-developed organizational skills, including the ability to multi-task and prioritize work
  • Ability to perform the duties as described in this document
Work Environment

The work environment is primarily office-based, with some positions conducted remotely via technology. While performing duties of this job, the employee may be regularly required to sit or stand at a desk, walk, stoop down, crouch, kneel or bend over, use hands and fingers, utilize a computer monitor with visual acuity, operate technology and other office machinery, communicate clearly both verbally and in writing with others.

Additional Information

Forbright Bank is an equal opportunity employer and welcomes applications from diverse candidates. We offer a comprehensive benefits package, including health, dental, and vision plans, 4 weeks PTO, 401k + company match, and remote or hybrid work schedules for most positions.

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