Portfolio Manager

The Portfolio Manager supports Relationship Manager sales efforts through the growth, development, and effective management of loan portfolios, ensuring positive performance. The PM assesses risk, evaluates, designs, and oversees aspects of portfolio construction, and assists in driving profitability through financial and credit analysis.

Requirements

• Review documents for pre- and post-closing
• Prepare, review, and monitor reports
• Analyze credit requests and perform financial statement analysis
• Monitor reports analyzing loan commitments and outstanding balances
• Partner with market leadership and Regional Presidents to promote client portfolio growth and strong asset quality
• Perform analysis of key financial metrics for input in commercial loan risk rating matrices
• Maintain current knowledge of industry trends, economic trends, and regulatory impacts on borrowers
• Assist in the preparation of pitch books for prospective clients
• Participate in or independently execute the sales process as part of a well-functioning team
• Attend meetings and represent the PM and/or RM teams as needed
• Provide consistent, distinctive service to all clients
• Practice safe and sound bank procedures, including adherence to applicable laws and regulations
• Provide independent analysis of credit requests and provide an effective challenge in loan approval and grading

Benefits

• Paid Time Off
• 401k Matching
• Retirement Plan
• Generous Parental Leave