Director of Fund Financial & Tax Reporting at Fidelity assessing regulatory impacts and changes for the Shareholder Reporting Team. Collaborating with team leaders and maintaining documentation for new requirements.
HB
Hybrid Commercial Portfolio Manager – Equipment Finance
Posted 2 months ago
About the role
- Commercial Portfolio Manager managing profitable customer relationships and associated portfolio risks. Underwriting quality and optimizing financial solutions with a focus on commercial banking.
Responsibilities
- services, deepens, and retains assigned profitable customer relationships
- pro-actively evaluating and mitigating associated business risks and opportunities
- owns the primary responsibility for the credit and monitoring of Commercial portfolio risks
- responsible for underwriting quality, portfolio administration, and credit quality of assigned portfolio
- assists in optimizing customer relationships by presenting practical financial solutions
- manages delinquencies, collateral exceptions, borrowing base, portfolio reviews, specialized reporting, and criticized loans
Requirements
- Bachelor's Degree
- 3+ years of experience in portfolio or relationship management in commercial banking and/or equipment finance
- Demonstrated success structuring and underwriting commercial credit
- Proficiency using Microsoft Word and Excel
- Strong written and verbal communication
- Strong customer service orientation
- Established professional network
- High level of professionalism
Benefits
- health insurance coverage
- wellness program
- life and disability insurance
- retirement savings plan
- paid leave programs
- paid holidays
- paid time off (PTO)
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