Portfolio Manager
4 weeks ago
Overview
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 Souderton, Pa., the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities, and nonprofit organizations in the Mid-Atlantic Region.
At Univest, we invest in the success of our employees and customers. We offer a culture that inspires change and inclusivity, and we're seeking career-focused individuals who can bring passion and creativity to drive change.
We're hiring a Portfolio Manager to join our Central PA Lending Team.
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 that apply to the Corporation and its subsidiaries.
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