Portfolio Manager

Oregon Pacific Bank•Portland, OR

2d•$84,946 - $121,421

About The Position

Manages a predetermined portfolio of existing client relationships. Assists the Commercial Relationship Managers with client/prospect related loan needs, and all duties assigned. Provides exemplary service to internal and external clients.

Requirements

Bachelor’s Degree in business, finance or other relevant area or equivalent work experience
3 plus years of commercial experience or other relevant experience
In-depth understanding and ability to interpret accounting literature, regulations, practice and theory, as well as ability to apply this knowledge to day-to-day activities
Competency in applicable regulations regarding lending
Strong understanding of Bank credit policies and procedures
Strong understanding of commercial and real estate underwriting
Strong organizational and project management skills
Proficient computer skills with an emphasis on MS Office Products to include Excel and Word
Excellent and effective written and verbal communication skills
Willingness to assume additional responsibilities as requested
Competency in providing exemplary internal/external client customer services in a professional manner and with tact and diplomacy
Ability to be detail oriented with good problem-solving skills
Ability to prioritize multiple tasks efficiently and within deadlines
Ability to tolerate stress
Competency in applying mathematical principles
Ability to work with others in a cooperative manner that supports a team environment

Responsibilities

Works very closely with clients, Relationship Managers and Credit Analysts to analyze loan needs and options available
Financial monitoring/reporting and covenant compliance/risk rating analysis
New credit underwriting
Regularly identifies and cross sells a wide variety of products and services appropriate for the client in conjunction with the Relationship Manager
Manages in-depth client relationships
Ensures all Bank loan documentation is accurate and the Bank’s security interest in collateral is perfected
Ensures timely processing of all credit requests and renewals
Ensures all Bank loan files both hardcopy and digital are updated, organized and complete
Performs a multitude of written and verbal communication tasks to ensure completion of all assigned projects
Analyze and complete term loan reviews
On-going loan administration and file maintenance and collection of financials
Responsible for internal controls in the performance of assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct.
Be knowledgeable of bank compliance rules and adhere to all Bank, Federal and State policies, procedures and banking regulations relating to this position.
Other duties as assigned to meet client and operational needs.