Hybrid Commercial Portfolio Manager III

Posted 3 weeks ago

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About the role

  • Commercial Portfolio Manager overseeing financial reporting and covenant tracking for clients. Analyzing loan requests and supporting credit risk assessment with 5-7 years of experience required.

Responsibilities

  • Portfolio Management, including Financial Reporting and Covenant Tracking Obtaining annual financial information for files from clients
  • Analyzing financials on existing relationships and preparing update memos
  • Report regularly on status Team Leader New Loan Requests and Loan Renewals
  • Analyze new loan requests (cash flow assessment, collateral valuation, spread analysis, guarantor assessment, etc)
  • Research, compile, and provide market analysis relative to a credit
  • Assist in preparing/underwriting pre-deals and credit vehicles (both new loans and renewals)

Requirements

  • Formally Credit Trained
  • Demonstrates experience and judgment with credit decisions and analysis
  • Coach credit analysts on credit and customer interaction skills
  • 5-7 years experience
  • Work with limited supervision

Benefits

  • Health insurance
  • Retirement plans
  • Paid time off
  • Tuition reimbursement

Job title

Commercial Portfolio Manager III

Job type

Experience level

Mid levelSenior

Salary

$77,878 - $127,942 per year

Degree requirement

Bachelor's Degree

Location requirements

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