Portfolio Manager Jobs

About The Position

Requirements

• 1+ years practical, related work experience
• 1+ years’ experience in credit analysis or risk underwriting in the banking industry
• Ability to prioritize and work under pressure
• Demonstrated ability to execute
• Proficient in Microsoft Office including Word, Excel, PowerPoint, Outlook, etc.
• Computer skills including web-based searches
• Strong written/verbal communication skills
• Solid interpersonal skills

Nice To Haves

• Associate degree in accounting, finance, economics or business administration preferred
• Continuing education in bank- related courses

Responsibilities

• Processes line renewals and maturing loans, annual reviews, modifications, extensions, releases, and assignments. 40%
• Collects required client and project financials and other information including, as appropriate, preparation of timely appraisal requests, completes environmental transaction assessments and monitoring any other items as necessary. 20%
• Assists with managing delinquency with the Special Assets Team. Monitoring overdrafts, score alerts, highline use of borrowers to carefully assign risk ratings. 15%
• Works with large portfolio of SBA loans to ensure following of SBA Policy and Procedure. Monthly review of proper line utilization. 15%
• Assumes additional responsibilities as requested. Assists other Portfolio Managers with training, mentoring, and team building. 10%
• Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one’s duties.