Portfolio Manager Jobs

About The Position

Requirements

• Bachelor's degree or equivalent work experience.
• Eight or more years of relevant experience.

Nice To Haves

• Extensive knowledge of commercial/corporate lending and credit standards, policies, procedures, and products.
• Strong relationship management and business development skills.
• Strong analytical and problem-solving skills.
• Excellent presentation, verbal, and written communication skills.
• Oil and Gas underwriting experience, specifically Reserve Based Lending.
• Knowledge of nCino or another credit platform.

Responsibilities

• Underwrite all types of credit account exposure.
• Manage an assigned credit portfolio.
• Close new business relationships and expand existing relationships.
• Manage credit risk and respond to prospect or customer credit questions.
• Make independent credit calls on assigned portfolio relationships.
• Provide customer service.
• Participate in joint sales calls with Relationship Managers.
• Identify customer needs.

Benefits

• Medical, dental, and vision coverage.
• Basic term and optional term life insurance.
• Short-term and long-term disability coverage.
• Pregnancy disability and parental leave.
• 401(k) and employer-funded retirement plan.
• Paid vacation of two to five weeks, depending on salary grade and tenure.
• Up to 11 paid holiday opportunities.
• Adoption assistance.
• Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
• Incentive and recognition programs.
• Equity stock purchase program.
• Pension, subject to eligibility requirements.