PCG Loan Portfolio Manager - Senior
About The Position
Description Summary: As an integral part of the Huntington Private Client Group, the PCG Loan Portfolio Manager - Senior develops and maintains profitable commercial loan relationships to businesses and individuals in PFG within lending limits (larger loans go through commercial lending) including loan renewals. Duties and Responsibilities: Identifying needs, developing fundamental loan recommendations (including cross-sales), negotiating loan terms, approving/coordinating approval of loans, portfolio risk monitoring, and researching basic business issues. Ability to spread and underwrite business and personal tax returns Administers PFG loan portfolio which includes following up on financial statements, exceptions, past due loans, changes in borrower's financial condition, and loan reporting. Administers portfolio in compliance with Credit Policy including timely recognition for watch list, non-accrual, and charge-offs. Works closely with PFG Relationship Managers and other team members to satisfy customer's consumer and commercial loan needs including active participation in all sales of PFG loan products. Works with loans of moderate to high complexity. Performs other duties as assigned.
Requirements
- At least 5 years of Commercial Loan or Private Banking underwriting and Portfolio Management experience
- Bachelor's degree or an additional 2 years of Commercial Loan or Private Banking underwriting and Portfolio Management experience
Nice To Haves
- Consumer Lending experience preferred
- Personal Tax Cash Flow analysis training and experience
- Strong written and verbal communication skills
- Well organized with attention to detail
- Ability to multitask
- MS Suite proficient and Internet proficiency
Responsibilities
- Identifying needs, developing fundamental loan recommendations (including cross-sales)
- Negotiating loan terms, approving/coordinating approval of loans
- Portfolio risk monitoring
- Researching basic business issues
- Spread and underwrite business and personal tax returns
- Administers PFG loan portfolio which includes following up on financial statements, exceptions, past due loans, changes in borrower's financial condition, and loan reporting
- Administers portfolio in compliance with Credit Policy including timely recognition for watch list, non-accrual, and charge-offs
- Works closely with PFG Relationship Managers and other team members to satisfy customer's consumer and commercial loan needs including active participation in all sales of PFG loan products
- Works with loans of moderate to high complexity
- Performs other duties as assigned
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
