Portfolio Manager
2 days ago
We are seeking a motivated and detail-oriented Portfolio Manager I to join our Commercial Lending team in our Mifflin and Juniata market. In this role, you will partner with one or more Relationship Managers to support, manage, and grow a portfolio of commercial and industrial lending relationships. You will play a key role in underwriting, monitoring, and servicing loans while providing exceptional service to clients and promoting a full suite of banking solutions.
Portfolio and Credit Management
- Collaborate with Relationship Managers in the administration and oversight of commercial loan portfolios.
- Monitor and manage portfolio performance, ensuring compliance with loan terms and proactively identifying potential risks.
- Analyze financial statements to evaluate borrower creditworthiness and assign appropriate risk ratings.
- Maintain accurate and current credit files, financial statements, and loan documentation.
- Manage account delinquency and escalate problem loans through timely and thorough reporting.
- Prepare detailed credit recommendations for approval, including covenant analysis and collateral evaluation.
- Negotiate credit terms and ensure accuracy and completeness of loan documentation.
- Conduct client interviews to understand financial needs and recommend appropriate lending solutions.
- Promote cross-sell opportunities across bank products and services, such as Treasury Management, Insurance, and Employee Benefits.
- Participate in business development activities and represent the bank in civic and charitable initiatives.
- Facilitate financial transactions and support back-office functions, including wire transfers, account transfers, and disbursements.
- Perform additional duties as assigned to support business and departmental objectives.
- Bachelor's degree in Business, Finance, or a related field (or equivalent work experience).
- 3-5 years of experience in commercial banking or credit analysis.
- Strong understanding of commercial lending policies, procedures, and regulations.
- Proven ability to analyze financial statements and assess creditworthiness.
- Excellent communication, interpersonal, and relationship-building skills.
- Demonstrated sales acumen and client service mindset.
- Ability to manage multiple priorities and work independently in a fast-paced environment.
- Primarily office-based role; sedentary work with moderate walking, standing, and occasional lifting (10-20 lbs).
- Reasonable accommodations may be provided for individuals with disabilities.
Kish is an Equal Opportunity Employer/Affirmative Action Employer Minorities/Females/Disabled/Veterans. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
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