Portfolio Manager II, Franchise Finance
About The Position
The Portfolio Manager II supports the Franchise Finance Group by gathering, analyzing, and presenting business and personal financial data collected for the purpose of issuing, amending, extending, renewing, monitoring and testing commercial credit facilities, in the franchise finance space. In collaboration with internal and external deal team members the Employee will participate in all aspects of the Borrower relationship, including initial screening, underwriting and on-going portfolio management. The Employee is expected to liaise between all parties to ensure timely and efficient tracking and analysis that meets the expectations of the Borrowers, Lenders and Administration Teams.
Requirements
- Bachelor’s degree in finance, accounting, or related area of study
- 3 + years of Franchise Finance Experience Required
- Strong understanding of risk management and credit mitigants
- Knowledge risk ratings analysis, corporate finance and/or research
- Strong analytical and financial modeling ability
- Critical thinking skills
- Strong client service skills
- Strong organizational skills
- Strong verbal and written communication skill
- Strong relationship building skills
- Proficiency using Microsoft Office software products including advanced Excel modeling skills
Responsibilities
- Underwrite credit requests
- Prepare, review and present credit summaries for approval
- Collect, spread, analyze, and maintain financial statements
- Support loan documentation, due diligence, and closing efforts
- Participate in opportunity assessment and prospecting process
- Prepare borrower, brand and portfolio reviews
- Test and monitor financial covenants consistent with loan requirements
- Maintain timely and accurate risk ratings
- Train in negotiating loan documentation
- Train in negotiating syndicated loans and communicating with loan syndicate
- Comply with all bank policies and procedures as well as applicable state and federal regulations and complete all required compliance training in a timely manner
- Performs other duties as required
Benefits
- Medical Insurance
- Dental
- Vision
- Life insurance
- Accidental death and dismemberment
- Short-term and long-term Disability Insurance
- Parental Leave
- Employee Assistance Program (EAP)
- Traditional and Roth 401(k) with company match
- Flexible Spending Account (FSA)
- Employee Stock Purchase Plan at 5% discount
- Critical Illness Insurance
- Accident Insurance
- Transportation and Commuting Benefits
- Banking Benefits
- Pet Insurance
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
