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Portfolio Management Specialist

2 months ago

Miami, Florida, United States Banesco USA Full time
Job Description

Job Title: Commercial Portfolio Manager

About the Role:

Banesco USA is seeking a highly skilled Commercial Portfolio Manager to join our Portfolio Managers business unit. As a key member of our team, you will be responsible for monitoring existing lending relationships, completing annual reviews, and ensuring compliance with all terms of the loan agreement.

Key Responsibilities:

  • Portfolio Monitoring: Monitor existing lending relationships assigned to your portfolio and complete annual, semi-annual, or quarterly reviews as required in a timely manner.
  • Credit Analysis: Evaluate pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk.
  • Collateral Monitoring: Maintain oversight of all ongoing monitoring requirements and client deliverables, including financial reporting, covenant compliance, collateral monitoring, and borrowing base analysis.
  • Relationship Management: Partner with Relationship Managers in structuring and underwriting new relationships, as well as renewals, extensions, waivers, and/or modifications of existing loans.
  • Documentation and Reporting: Prepare all required financial spreads, Executive Summaries, and upload all packages for credit underwriting and approval.
  • Industry Trends: Monitor industry trends and analyze specific industry trend areas to identify potential areas of risk in the loan portfolio.
  • Training and Development: Complete annual training programs assigned.

Requirements:

  • Education: Bachelor's Degree required for consideration or the equivalent in experience.
  • Experience: Five (5) to seven (7) years of experience as a Credit Underwriter or Portfolio Manager.
  • Skills: Advanced knowledge of overall Bank policies, credit policy, and compliance regulations; strong customer service skills; self-starter and independent worker; strong attention to detail and accuracy; problem-solving and analytical skills; strong verbal and written communication skills; ability to multi-task, with strong organization, time-management, and prioritizing skills.
  • Language: Bilingual in both English and Spanish, with the ability to fluently speak, understand, read, and write both languages.

Benefits:

  • Competitive Salary:
  • PTO:
  • Hybrid Work Model: Remote and on-site work time
  • Tuition Reimbursement:
  • Paid Parental Leave:
  • Medical, Dental, Vision:
  • 401k:
  • Life Insurance:
  • Supplemental Insurances:
  • Short-Term & Long-Term Disability Benefits:

About Us:

Banesco USA is part of Banesco International, a worldwide group of financial institutions with presence in 16 countries. We promote the ongoing professional and personal development of our employees, embracing challenges and adapting to the changing environment of today's world. Our actions are rooted in our Values: Reliability, Responsibility, Quality, and Innovation. We believe that we all have the same ability to transform our daily tasks into significant contributions, and therefore, Leave Our Mark.