Onsite Middle Market Portfolio Manager I

Posted 2 hours ago

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About the role

  • Middle Market Portfolio Manager supporting Large Corporate and Middle Market loan and deposit portfolios. Analyzing financial information and constructing commercial loan packages for credit approval.

Responsibilities

  • Analyzes financial information to evaluate the credit worthiness of new loan requests.
  • Completes industry research, as needed, supporting existing and new Customers to the Bank.
  • Writes and constructs commercial loan packages ensuring completeness and accuracy of information provided.
  • Guides the loan request through the Credit Approval Process.
  • Monitors and services the loan portfolios of the supported Relationship Managers through quality portfolio management work.

Requirements

  • Education: Four-year degree in Business Administration, Finance, Accounting or related field; Masters in Business Administration is preferred.
  • Experience: Minimum of 8 years of experience in credit analysis, commercial and industrial/Middle Market banking, with at least 5 years of specific Large Corporate portfolio management underwriting experience.
  • Familiarity with loan structuring and loan documentation is required.
  • Experience working in syndicated loan transactions, private equity owned borrowers, M&A financing and recapitalization transactions is preferred.
  • Knowledge in accounting and lending principles, as well as excellent verbal and written communication skills.
  • Must have an in-depth knowledge of Federal and State lending regulations and Bank policies related to lending procedures.

Benefits

  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job title

Middle Market Portfolio Manager I

Job type

Experience level

SeniorLead

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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