Portfolio Manager

Grove Bank & Trust • Miami, FL

7h

About The Position

Portfolio Manager is responsible for supporting the management and performance monitoring of loan portfolios. This entry-level position involves assisting with credit risk assessment, financial analysis, and client relationship management to ensure loans align with company objectives and meet client needs.

Requirements

• Bachelor’s degree in finance, Business, Economics, or a related field.
• Minimum of 3 years prior experience in banking or customer service roles.
• Strong analytical and problem-solving skills with the ability to assess financial data.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint), with advanced Excel skills a plus.
• Excellent verbal and written communication skills.
• Ability to work both independently and as part of a team in a fast-paced environment.
• Attention to detail and the ability to manage multiple tasks simultaneously.

Nice To Haves

• advanced Excel skills

Responsibilities

• Assist in managing and monitoring the performance of loan portfolios, ensuring compliance with established policies and procedures.
• Analyze financial statements and borrower creditworthiness to support decision-making for loan approvals, modifications, and renewals.
• Collaborate with senior portfolio managers to assess and mitigate credit risk and make recommendations for portfolio adjustments.
• Assist in preparing and reviewing loan documentation and ensuring all necessary information is accurate and up to date.
• Support the team in the day-to-day management of client relationships, responding to inquiries and providing necessary assistance.
• Help track loan performance and prepare reports for senior management and clients.
• Stay informed about market trends, industry regulations, and lending best practices to effectively contribute to portfolio management.
• Provide administrative support to the lending team, including tracking payments, preparing financial models, and assisting with client meetings.
• Performs other related duties as necessary.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level