Portfolio Manager

The Portfolio Manager takes primary responsibility for the underwriting process, portfolio administration and credit quality of assigned portfolio partnering with lenders and other stakeholders both within the Bank and externally.

Requirements

• Support the commercial lending process through underwriting, policy knowledge, credit structuring, and risk assessment in credit request packages for assigned portfolio.
• Work directly with commercial lenders, treasury management and other team members to effectively grow fees, deposits, and portfolio revenue by presenting financial solutions to customers.
• Contribute to the Market’s success in meeting/exceeding volume and production goals;
• Collaborate with lenders to identify areas of concerns pertaining to a loan and in the management of maturing loans;
• Oversee renewals, document tickler and covenant tracking of loans.
• Troubleshoot, report and manage activity on delinquent accounts at the various intervals.
• Generate and provide requested reports as necessary on Team’s loan portfolio.
• Participate in team sales call and attend external events and market activities in a business development role.

Benefits

• Paid Time Off
• 401k Matching
• Retirement Plan