Portfolio Manager or Senior Portfolio Manager

We're seeking a Portfolio Manager or Senior Portfolio Manager to join our team at Tri Counties Bank. As a Portfolio Manager, you will be responsible for growing and retaining assigned portfolio clients, collaborating with Commercial Banking Regional Manager to deepen and retain portfolio relationships, and facilitating comprehensive analysis to evaluate credit facilities and generate income. As a Senior Portfolio Manager, you will perform additional responsibilities such as underwriting for annual reviews, renewals, and expansion relationships within portfolio. Our company offers fantastic benefits, a competitive total compensation package, and a collaborative work environment.

Requirements

• High school diploma required; bachelor’s degree in accounting, finance or business administration, recommended.
• 3 years of related experience required within financial industry.
• Financial analysis experience and credit training, required.
• 7 years of related experience required within financial industry.
• Strong business acumen and ability to fully analyze all types of loans.
• Superior understanding and analysis of financial statements, collateral, DSCR and covenant compliance.
• Exceptional communication and analytical skills, and the ability to communicate effectively across all levels of financial literacy.
• Effective presentation skills to C-Suite executives and organizations.
• Experience with financial analysis programs and discounted cash flow models.
• Good interpersonal skills, team oriented, and strong customer service skills

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Visa Sponsorship
• Four Day Work Week
• Generous Parental Leave
• Tuition Reimbursement
• Relocation Assistance