Portfolio Manager
About The Position
The Portfolio Manager position involves portfolio management support and customer service for existing accounts, as well as underwriting of new opportunities. This role is responsible for reviewing loan documents, serving basic customer needs for loans and treasury management, financial statement gathering and analysis, and day to day portfolio management, and assisting a senior lender with soliciting new business. The successful candidate will possess a Bachelor's degree and a minimum of 1-4 years of either recent formal credit or underwriting experience. Candidates must possess strong customer service, writing, teamwork and analytical skills. Must be self-motivated.
Requirements
- Bachelor's degree
- 1-4 years of either recent formal credit or underwriting experience
- strong customer service skills
- strong writing skills
- teamwork skills
- analytical skills
- self-motivated
Responsibilities
- portfolio management support
- customer service for existing accounts
- underwriting of new opportunities
- reviewing loan documents
- serving basic customer needs for loans and treasury management
- financial statement gathering and analysis
- day to day portfolio management
- assisting a senior lender with soliciting new business
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
