Corporate Lending Portfolio Manager

Pioneer Bank, National Association • Albany, NY

1d • $67,500 - $106,100

About The Position

This position is responsible for managing and servicing a portfolio of commercial customers allowing Relationship Managers time to focus on business development efforts and new client acquisition.  This will include managing all aspects of a portfolio of commercial customer relationships at a high level of expertise as assigned by management. Responsibilities include managing loan opportunity workflow, including participations, facilitating the opening of deposit accounts, communicating with third parties (i.e., attorneys), preparing term sheets and commitment letters and representing Pioneer at loan closings on behalf of the Relationship Manager.

Requirements

• A high school graduate or GED required.
• Bachelor’s Degree in Business, Finance, or Accounting preferred.
• Five (5) years’ experience in a Commercial Credit Analyst position preferred.
• Experience analyzing financial statements and in making industry evaluations is required.
• Flexibility with regard to work schedule (some evenings and Saturdays).
• Able to organize workload and meet deadlines.
• Access to transportation on short notice and ability to travel between local offices required.
• Must be a motivated and enthusiastic team player who embodies the IMAGINE culture.

Nice To Haves

• Bachelor’s Degree in Business, Finance, or Accounting preferred.
• Five (5) years’ experience in a Commercial Credit Analyst position preferred.

Responsibilities

• Becomes an active part of the relationship management team, the client, and client’s professional advisors in analyzing performance information and responding to loan requests.
• Maintains current knowledge of Pioneer’s products, services, and processes. Maintains familiarity with all credits in assigned portfolio and is actively involved with servicing issues with clients; interacts with members of the Relationship Management Team and Commercial Services as needed.
• Attends loan closings in place of the Corporate Lenders due to scheduling conflicts.
• Potential to maintain a book of small business clients.
• Supports assigned Relationship Managers in various client and non-client facing tasks related to overall Account Management.
• Helps coordinate operations between Commercial Relationship Managers, Commercial Services Team, Cash Management, Business Banking, and other departments.
• Manages the loan opportunity workflow including monitoring closing items and communicating with customer(s) as well as closing attorney(s).

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED