Portfolio Management Officer
About The Position
Under the direction of the Corporate Banking Manager or the direct Relationship Manager, acts as the Corporate Banking Relationship Manager’s (RM) direct liaison to the client, agent bank, and/or other participating banks to facilitate, coordinate and service all new and existing credit relationships. This position monitors the credit quality of existing credit relationships and works closely with the Corporate Banking Service Representative (CBSR) to ensure that all administrative functions related to existing credit relationships are completed in a timely and accurate manner. If applicable or appropriate, assists in business unit’s compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act.
Responsibilities
- Acts as the Corporate Banking Relationship Manager’s (RM) direct liaison to the client, agent bank, and/or other participating banks to facilitate, coordinate and service all new and existing credit relationships.
- Monitors the credit quality of existing credit relationships
- Works closely with the Corporate Banking Service Representative (CBSR) to ensure that all administrative functions related to existing credit relationships are completed in a timely and accurate manner.
- Assists in business unit’s compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act.
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What This Job Offers
Education Level
No Education Listed
