Portfolio Manager

1 week ago

Englewood, Colorado, United States CoBank Full time
About the Role

We are seeking a highly skilled Portfolio Manager to join our team at CoBank. As a Portfolio Manager, you will be responsible for managing a portfolio of complex power, water, energy, and utility transactions. This includes direct customer communication, as necessary, and providing autonomous oversight on refinancing of existing borrowers, amendments, consents and waivers, term conversions and providing recommendations to Relationship Managers regarding any credit deviations or concerns.

Key Responsibilities
  • Independently manage the day-to-day activity of an assigned portfolio of complex power, water, energy, and utility transactions with a mix of new and existing accounts.
  • Provide autonomous oversight on refinancing of existing borrowers, amendments, consents and waivers, term conversions and provide recommendations to Relationship Managers regarding any credit deviations or concerns.
  • Assist Relationship Managers with communication to critical internal stakeholders, including the Division leadership, Credit, Capital Markets, Agency, Loan Closing, Operations, Treasury and Derivative functions.
  • Work alongside Credit Analysts to guide the development and analysis of financial data and due diligence of contractual, technical, and market information for new or renewed financing arrangements.
  • Provide primary drafting of eligibility opinions and internal risk forms as part of the customer due diligence and application process.
  • Support Relationship Managers in origination, structuring, and new business activities.
  • Handle customer questions and concerns related to billing, documentation, and other inquiries or requests.
  • Manage to profitability and credit quality targets for portfolio.
  • Prudently service accounts to protect CoBank and minimize losses.
  • May conduct compliance monitoring and follow-up on covenant violations, reporting exceptions and collateral and documentation deficiencies.
Requirements
  • Bachelor's Degree required.
  • 5 years experience in banking or financial services industry, including experience in power, water, energy or utilities required.
Preferred Qualifications
  • Experience in Project Finance required.
  • Knowledge of accounting, finance and corporate valuation concepts.
  • Knowledge of fundamental commercial lending, loan structuring, financing alternatives, collateral concepts and syndicated loan structures.
  • Advanced knowledge of Project Finance financial modeling and auditing functions.
  • Knowledge of technical standards, industry trends, technology and regional/national regulatory requirements.
  • Knowledge of competitive environment and practices in customers industry.
  • Proven ability to analyze credits, contracts, legal documents, technical reports and various deal structures.
  • Ability to produce marketing presentations for potential and existing customers.
  • Ad-hoc data analysis and spreadsheet modeling skills.
  • Advanced analytical and problem solving skills.
  • Advanced organizational and time management skills.
  • Excellent verbal and written communication and interpersonal skills.
  • Knowledge of Microsoft Office applications (Outlook, Word and Excel).
  • Availability for occasional work outside normal business hours.
  • Availability for occasional travel (up to 25%).

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