Junior Portfolio Management Specialist

2 weeks ago


West Columbia, South Carolina, United States AgFirst Full time
Position Overview

The Junior Portfolio Management Specialist will assist in various aspects of loan origination and closing, as well as ongoing loan servicing and support for prospecting initiatives. This role will involve collaboration with Capital Markets Officers and their designated loan portfolios. The Junior Portfolio Management Specialist will engage with multiple departments within the organization, including Credit Administration, Underwriting, Legal, and Senior Management. Additionally, this position will facilitate interactions with AgFirst District member association banks to aid in their loan origination and acquisition of loans provided by the AgFirst Capital Markets team.

Key Responsibilities
  • Collaborate with AgFirst's member Associations and sourcing partners to oversee the purchased participation portfolio
  • Assist the credit department in the loan underwriting process
  • Manage ongoing credit actions for a portfolio of loan participations
  • Work closely with member Associations, credit departments, borrowers, legal counsel, and loan servicing teams
  • Guide and mentor junior team members
  • Support the Head of Capital Markets and management with special initiatives
Qualifications
  • A bachelor's degree in finance, business, accounting, or agriculture; a master's degree in finance (MBA) is preferred
  • A minimum of 4 years of experience in commercial lending, particularly with middle market companies and multi-lender transactions
  • Proven expertise in origination, structuring, and credit underwriting
  • Extensive background in credit roles, including experience as a credit underwriter or analyst for commercial loans
  • Significant experience in managing a portfolio of participation loans
  • Familiarity with the loan syndication market and its trends
  • Preferred sector experience in Agriculture
  • Strong interpersonal skills to effectively engage with various stakeholders
  • Solid understanding of GAAP accounting principles and cash flow analysis
About AgFirst

AgFirst Farm Credit Bank is dedicated to providing financing and technology solutions to our association partners, enabling them to serve rural residents and agricultural enterprises of all sizes. We are committed to investing in our employees, partners, and the communities we serve.

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