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Job Title: Portfolio Manager I- Equity Fund
What you'll do:
The Portfolio Manager position is responsible for analyzing, structuring, underwriting and coordinating the closing of Commercial Loans for the Equity Fund Resources team in compliance with the Bank's lending policies and procedures. The Portfolio Manager will manage loans to ensure the credit risks are responsibly monitored and identified. This position will assist in attaining established Bank, region and branch goals through active participation in underwriting and closing desirable credits with the Team Leader
What we are looking for:
Work closely with the Relationship Manager to develop new and or maintain existing client relationships while ensuring a timely credit process from start to finish.
Along with the Relationship Manager, interface with clients in-person, over the phone and email in order to assess their credit needs and determine the best structure and items needed for analysis.
Gather and analyze necessary information to present along with the Relationship Manager, a financing request to senior management or Loan Committee for approval;
Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio;
Reinforce superior customer service through your own example along with appropriate follow-through with involved customers and employees.
Handle various other underwriting, portfolio management and upkeep tasks and responsibilities related to new loan requests and/or the existing Relationship Managers portfolio.
Benefits you’ll love:
We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, paid vacation and excused absence time, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!
Company is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Company is committed to working with and providing reasonable accommodations for individuals with disabilities.
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