Commercial Portfolio Manager III

About the position

Responsibilities include, but are not limited to the following:

Portfolio Management, including Financial Reporting and Covenant Tracking

Obtaining annual financial information for files from clients

Analyzing financials on existing relationships and preparing update memos

Report regularly on status Team Leader New Loan Requests and Loan Renewals

Analyze new loan requests (cash flow assessment, collateral valuation, spread

analysis, guarantor assessment, etc)

Research, compile, and provide market analysis relative to a credit Assist in

preparing/underwriting pre-deals and credit vehicles (both new loans and

renewals)

Other Tasks:

Manage and update the interim report for the RMs portfolio

Coordinating construction loan advances on certain credits

Assist with Credit Risk Review tasks, including coordinate responses to CRR,

monitor action steps for remediation, etc.

Provide Backup to other Relationship Managers/Relationship Administrators as

needed

Assist the team during vacations/absences as necessary

Provide sales & service support as necessary

Responsibilities

• Portfolio Management, including Financial Reporting and Covenant Tracking
• Obtaining annual financial information for files from clients
• Analyzing financials on existing relationships and preparing update memos
• Report regularly on status Team Leader New Loan Requests and Loan Renewals
• Analyze new loan requests (cash flow assessment, collateral valuation, spread analysis, guarantor assessment, etc)
• Research, compile, and provide market analysis relative to a credit Assist in preparing/underwriting pre-deals and credit vehicles (both new loans and renewals)
• Manage and update the interim report for the RMs portfolio
• Coordinating construction loan advances on certain credits
• Assist with Credit Risk Review tasks, including coordinate responses to CRR, monitor action steps for remediation, etc.
• Provide Backup to other Relationship Managers/Relationship Administrators as needed
• Assist the team during vacations/absences as necessary
• Provide sales & service support as necessary

Requirements

• Formally Credit Trained
• Demonstrates experience and judgment with credit decisions and analysis
• Coach credit analysts on credit and customer interaction skills
• 5-7 years experience
• Work with limited supervision