Portfolio Manager

4 weeks ago


Lancaster, Pennsylvania, United States Univest Full time

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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