Syndication Portfolio Manager

2 weeks ago


Boise, ID, United States Banner Bank Full time
More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year.
With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.
As a Syndication Portfolio Manager, you will be responsible for monitoring and reporting of the ongoing financial health of the syndicated loan portfolio. Track portfolio performance for delinquency, charge-offs, and risk migration, while providing regular feedback to senior management.
In this role you will have the opportunity to:
  • Directs day-to-day monitoring of the syndicated loan portfolio, including financial performance, covenant compliance, liquidity trends and borrower credit outlook.
  • Maintains direct contact with external agents to coordinate receipt of compliance certificates, financial models, notices, and other credit related reporting.
  • Assist with the loan trade settlement and portfolio administration, ensuring accurate reconciliation of positions, allocation notices and agent bank reporting.
  • Collaborate with credit underwriters and relationship managers to support ongoing credit monitoring, amendment/waiver requests and analysis of borrower performance trends.
  • Prepare internal credit monitoring reports and annual reviews providing clear assessment of borrower credit quality, sponsor strength, leverage metrics and industry risks.
  • Evaluate amendments, waivers and borrower requests summarizing financial impacts and provide recommendations to the Chief Credit Officer or designated committees.
  • Ensure compliance with internal credit policies, regulatory expectations and loan agreements, including documentation accuracy, reporting deadlines and covenant requirements.

Education & Certifications
  • Bachelor's degree in business, Accounting, Finance, Data Analytics or other related field Required (an equivalent combination of education and experience may be considered)
Experience
  • 4 or more years of commercial lending experience Required
Knowledge, Skills and Abilities
  • Ability to work with underwriting and others on a collaborative basis, pulling together borrower performance and credit market dynamics.
  • Strong knowledge of commercial lending regulations and leveraged lending guidance, including documentation standards, covenants and regulatory review expectations.
  • Advanced analytical skills, including financial modeling, covenant analytics, sensitivity testing and identification of early warning indicators in borrower performance.
  • Advanced Excel, Power Point and Word skills with the ability to prepare committee ready materials, portfolio level reporting and bank wide credit risk summaries.
  • Excellent verbal and written communication skills with an ability to build strong partnerships across the organization and capable of translating technical findings into clear recommendations for management and cross functional teams.

Travel
  • 20%
Compensation & Benefits
  • Targeted starting salary range (based on experience): $88,657 - $$116,819
  • Incentive and commission compensation may be awarded for eligible roles
  • Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
  • Paid vacation time, sick time and 11 company paid holidays
  • 401k (with up to 4% match)
  • Tuition reimbursement
  • Get more information at: Employee Benefits | Banner Bank
Please take time to review Banner Bank's Consent & Privacy notice before applying.
Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.
Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
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