Investment Portfolio Supervisor
2 weeks ago
As a key member of our team, the Portfolio Manager will play a vital role in overseeing and managing client portfolios. This position involves not only the management of financial assets but also the promotion of various products and services.
Key Responsibilities
1. **Client Relationship Management**: Establish and maintain effective communication with commercial lenders and their clients, ensuring all necessary financial information is collected and monitored.
2. **Data Collection and Analysis**: Gather essential financial data to support ongoing customer service and maintain comprehensive loan and credit documentation.
3. **Coordination with Teams**: Work collaboratively with loan support teams, legal counsel, and compliance departments to facilitate loan closings and ensure adherence to regulatory standards.
4. **Documentation Review**: Obtain and assess supplemental documentation to guarantee the completeness and compliance of credit files, including necessary certifications and appraisals.
5. **Customer Service Excellence**: Provide outstanding service to both lenders and clients, addressing any exceptions and facilitating loan closings as required.
Qualifications
- Previous experience in commercial loan underwriting is preferred.
- Strong consultative sales skills are advantageous.
- Proficiency in Microsoft Excel, Word, and Outlook is essential.
- Experience as a Credit Analyst, Portfolio Manager, or in commercial lending is required.
Core Competencies
- Commitment to Sunrise Core Values
- Effective Communication Skills
- Strong Compliance Awareness
- Dependability and Flexibility
- Initiative and Integrity
- Sound Judgment and Organizational Skills
- High Productivity and Professionalism
- Quality Service Orientation
- Team Collaboration and Technical Skills
Sunrise Banks is an Equal Opportunity Employer, committed to fostering a diverse and inclusive workplace.
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