Corporate Banking Portfolio Manager Resume Samples
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Corporate Banking Portfolio Manager Resume Samples
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KF
K Friesen
Karelle
Friesen
563 Hosea Port
Phoenix
AZ
+1 (555) 294 2426
563 Hosea Port
Phoenix
AZ
Phone
p
+1 (555) 294 2426
Experience
Experience
Houston, TX
Summer Internship Corporate Banking Portfolio Manager
Houston, TX
Luettgen Inc
Houston, TX
Summer Internship Corporate Banking Portfolio Manager
- Assist the team in performing periodic, in-depth financial analysis, assessing strengths and weaknesses of each client within a portfolio
- Engage with the team in actively working with customers to understand each customer’s normal account activity
- Review financial performance for compliance with loan agreement terms, including financial and other covenants
- Assist in the approval of credit actions within assigned limits
- Ensure the structure of credit facilities are in compliance with U.S. Bank policies and procedures
- Timely and accurate completion of credit displays and other related credit approval documentation
- Leads and participates in credit approval discussions
New York, NY
Corporate Banking Portfolio Manager
New York, NY
Pollich-Von
New York, NY
Corporate Banking Portfolio Manager
- Serves in a credit leadership role by actively participating in the training and mentoring of junior teammates to help build a best-in-class credit organization
- Presents more challenged credits to senior management on a quarterly basis
- Work closely with Portfolio Specialists and Middle Office to ensure accuracy of credit system data
- Manages an assigned credit portfolio (i.e., identifies key economic, market and business issues, and performs financial analysis while preparing annual and quarterly reviews on a timely basis which is defined by PDR assessment)
- Identifies and anticipates the impact of industry trends that may create risk for the bank or for the client
- Works with Capital Markets to assist in the development of term sheet presentations to prospective borrowers
- Performs due diligence on prospective borrowers and prepares initial reviews
present
New York, NY
Middle Market Corporate Banking Portfolio Manager
New York, NY
Powlowski LLC
present
New York, NY
Middle Market Corporate Banking Portfolio Manager
present
- Successful completion of a formal credit training program and knowledge of marketplace is a plus
- Strong PC Proficiency and Microsoft Office applications
- Completes timely underwriting and ongoing periodic reviews of credit obligations within the portfolio including analyzing historical financial performance, industry dynamics, performance vs. projections, covenant compliance, risk rating and a forward-looking analysis that demonstrates indicative base and stress case performance
- Early identification and proactive management of deteriorating credits including management of internal client risk ratings
- Demonstrates influence in client and global portfolio decisions; has a voice among Coverage and Risk partners
- Ensures compliance with policy; documents any exceptions to policy and related rationale/mitigants
- Reviews internal and attorney prepared loan and ISDA documents to ensure accuracy as compared to the credit approval package
Education
Education
Master’s Degree
Master’s Degree
Michigan State University
Master’s Degree
Skills
Skills
- Advanced knowledge of credit and credit quality
- Considerable analytical skills
- Extensive knowledge of credit products, in order to capitalize on all opportunities to cross-sell the bank’s products
- Ability to work effectively with individuals and groups across the company to manage customer relationships. Has well-developed written communication and verbal presentation skills
- Extensive knowledge of commercial lending policy, all applicable laws and regulations, credit quality standards, company and business line policies and procedures
- Extensive knowledge of credit products and strong relationship management and business development abilities, in order to capitalize on all opportunities to cross-sell the bank’s products
- Ability to work effectively with individuals and groups across the company to manage customer relationships
- Working knowledge of bank credit products
- Strong relationship management and business development/sales skills
- Strong accounting and financial analysis skills. MBA, CFA or CPA is
2 Corporate Banking Portfolio Manager resume templates
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1
Corporate Banking Portfolio Manager Resume Examples & Samples
- Bachelor’s degree (Master’s degree a plus)
- Five or more years relevant commercial banking experience
- Knowledge of the Securities Industry and Investment Management Industry, including, but not limited to, the types of companies that operate in these industry segments, funding sources, regulatory environment, and knowledge of market and credit risks
- This job requires knowledge of commercial lending policy, all applicable laws and regulations, credit quality standards, company and business line policies and procedures
- Extensive knowledge of credit products, in order to capitalize on all opportunities to cross-sell the bank’s products
- Ability to work effectively with individuals and groups across the company to manage customer relationships. Has well-developed written communication and verbal presentation skills
2
Corporate Banking Portfolio Manager Resume Examples & Samples
- Master’s degree (or equivalent experience)
- Ten or more years commercial or corporate banking experience
- Extensive knowledge of commercial lending policy, all applicable laws and regulations, credit quality standards, company and business line policies and procedures
- Extensive knowledge of credit products and strong relationship management and business development abilities, in order to capitalize on all opportunities to cross-sell the bank’s products
- Ability to work effectively with individuals and groups across the company to manage customer relationships
- Well-developed written communication and verbal presentation skills
3
Corporate Banking Portfolio Manager Resume Examples & Samples
- Bachelor's or Master's degree, or equivalent work experience
- Seven to ten years of commercial lending experience
- Three or more years of management/supervisory experience
- Strong relationship management and business development/sales skills
- Well-developed analytical and problem-solving skills
- Advanced knowledge of credit and credit quality
- Thorough knowledge of bank products and services
- Ability to work effectively with individuals and groups in managing customer relationships
4
Corporate Banking Portfolio Manager Resume Examples & Samples
- Bachelor's Degree, Master's degree, or equivalent work experience
- Seven or more years of experience in corporate or large middle market lending activities
- Experience underwriting large Healthcare companies is a plus
5
Corporate Banking Portfolio Manager Resume Examples & Samples
- Completes timely underwriting and ongoing periodic reviews of credit obligations within the portfolio including analyzing historical financial performance, industry dynamics, performance vs. projections, covenant compliance, risk rating and a forward-looking analysis that demonstrates indicative base and stress case performance
- Focuses on profitability through effective use of Bank capital, balance between risk/reward including pricing decisions, mix of credit product and recommendations for exposure changes
- Early identification and proactive management of deteriorating credits including management of internal client risk ratings
- Facilitates discussions with Coverage and Risk to ensure successful approaches for client needs
- Demonstrates influence in client and global portfolio decisions; has a voice among Coverage and Risk partners
- Expands client relationships by applying knowledge of credit policy, pricing and structure to develop solutions that meet the client's needs and the Bank's risk acceptance criteria
- Analyzes enterprise value through comparable analysis and discounted cash flow analysis
- Ensures compliance with policy; documents any exceptions to policy and related rationale/mitigants
- Reviews internal and attorney prepared loan and ISDA documents to ensure accuracy as compared to the credit approval package
- Serves in a credit leadership role by actively participating in the training and mentoring of junior teammates to help build a best-in-class credit organization
- Presents more challenged credits to senior management on a quarterly basis
- Work closely with Portfolio Specialists and Middle Office to ensure accuracy of credit system data
- Provides resource support for internal requests or projects as needed
- Five (5) years of corporate banking experience
- Demonstrated excellence in verbal and written communication, analytical and problem solving skills
- Strong interpersonal skills to deal with clients, bankers, product partners and senior management
- Strong knowledge of Excel and financial modeling programs
- Availability to travel when required
- BA/BAA degree, MBA/CFA a plus
- Five plus (5+) year experience of portfolio management experience and client relationships experience is the corporate banking space
- Completion of a major corporate credit training program or the equivalent corporate banking/corporate finance experience
6
Corporate Banking Portfolio Manager Resume Examples & Samples
- Manages an assigned credit portfolio (i.e., identifies key economic, market and business issues, and performs financial analysis while preparing annual and quarterly reviews on a timely basis which is defined by PDR assessment)
- Accountable for fulfilling underwriting requirements of credit relationships working with Credit Administration to provide accurate, timely and conclusive credit displays and/or prepare pre-flights for potential credit related request
- Identifies and anticipates the impact of industry trends that may create risk for the bank or for the client
- Works with Capital Markets to assist in the development of term sheet presentations to prospective borrowers
- Has the ability to work with legal counsel with some supervision, negotiating credit agreement requirements resulting from the approved Cape document
- Performs due diligence on prospective borrowers and prepares initial reviews
- Leads and participates in credit approval discussions
- Actively participates in internal and client meetings and due diligence visits
- Responsible for understanding and complying with all U.S. Bank Credit Policies and ensures that their assigned loan portfolio adheres to policies and procedures and conforms to regulatory requirements
- Ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures. Actively participates in any required corporate and business line training in these areas
- 10 or more years of experience in underwriting credit exposure
- Insurance or financial institution experience
- Ability to act proactively regarding credit requests from both existing borrowers and new potential borrowers
- Capacity to transition easily between responsibilities and expedite credit actions independently and have the ability to manage multiple and more complicated tasks concurrently
- Proven record of achieving results
- Demonstrated leadership in managing a Portfolio of borrowers
- Provides exemplary customer service
7
Middle Market Corporate Banking Portfolio Manager Resume Examples & Samples
- Must have strong credit acumen, business writing skills, written and verbal communication skills, experience managing client interaction, due diligence, understanding of bank regulation and compliance, ability to work with internal/external clients and a high level of initiative and capability to work independently on financings and other responsibilities
- Bachelor’s Degree in Business, Finance, Accounting, Economics, or equivalent work experience
- 5-10 years experience in portfolio management and underwriting in commercial lending at a relevant financial institution, commercial or investment bank
- Successful completion of a formal credit training program and knowledge of marketplace is a plus
- Advanced analytical, loan structuring, underwriting, documentation, credit, presentation, and organization skills
- Strong PC Proficiency and Microsoft Office applications
8
Corporate Banking Portfolio Manager Resume Examples & Samples
- 1) Becoming proficient in the following areas by assisting the Portfolio Manager
- Underwriting nonprofit sector credit exposure
- Managing assigned credit portfolio
- Monitoring credit risk within that portfolio to include: preparation of annual reviews, monitoring of covenant compliance, spreading and review of financial statements, identifying industry trends that create risk for the bank or for the customer, documenting credit actions and preparing credit write-ups, generating term sheets and negotiating loan closing documents, and addressing policy and documentation exceptions
- Responding to prospect or customer credit questions
- Conducting pricing analysis for credit risk incurred to help maintain the bank’s profitability return objectives
- 2) Assisting the Relationship Manager in the following
- Preparing customer presentations
- Conducting customer/prospect analysis
- Performing market analysis
- Participating in sales and relationship review activity and identifying cross-sell opportunities
- Bachelor’s Degree or equivalent work experience
- One to three years of corporate banking experience, ideally with financial analysis and credit underwriting in commercial or public finance
- Experience underwriting in the higher education (private and public), independent school, cultural and social service nonprofit sectors
- Experience with structuring tax-exempt debt issuances
9
Corporate Banking Portfolio Manager Resume Examples & Samples
- Underwriting nonprofit sector credit exposure
- Managing assigned credit portfolio
- Monitoring credit risk within that portfolio, to include
- Timely preparation of annual reviews
- Periodic monitoring of covenant compliance
- Timely spreading and review of financial statements upon receipt
- Identifying industry trends that create risk for the bank or for the customer
- Documenting credit actions and timely preparation of credit write-ups; generation of term sheets and negotiation of loan closing documents; addressing policy and documentation exceptions
- Responding to prospect or customer credit questions
- Conducting pricing analysis for credit risk incurred to help maintain the bank’s profitability return objectives
- May participate in sales and relationship review activity and identify cross-sell opportunities
- Seven or more years of corporate banking experience, ideally with financial analysis and credit underwriting in commercial or public finance
10
Middle Market Corporate Banking Portfolio Manager Resume Examples & Samples
- 6 + years of experience and exhibited competency in financial analysis and credit structuring, understanding and applying credit policy, and credit monitoring and risk administration practices
- Bachelors Degree required. MBA a plus
- Expected to have an advanced level of credit experience, documentation, experience in proposing and negotiating, both internally and externally, credit and covenant structures and documenting loans
- Highly skilled in financial modeling and ability to quickly structure credit in a modeling environment
- Experience with Commercial Loans on the Middle Market side dealing with revenues from $25m to $500m strongly preferred
- Displays deep understanding of capital structures, with clear knowledge of the difference between senior and other layers of debt
11
Corporate Banking Portfolio Manager Resume Examples & Samples
- 10-15 years experience in corporate portfolio management environment preferred
- Strong organizational and time management skills required
- Ability to prioritize, multitask, and be a self-starter
12
Summer Internship Corporate Banking Portfolio Manager Resume Examples & Samples
- Assist the team in performing periodic, in-depth financial analysis, assessing strengths and weaknesses of each client within a portfolio
- Ensure the structure of credit facilities are in compliance with U.S. Bank policies and procedures
- Review financial performance for compliance with loan agreement terms, including financial and other covenants
- Timely and accurate completion of credit displays and other related credit approval documentation
- Assist in the approval of credit actions within assigned limits
- Engage with the team in actively working with customers to understand each customer’s normal account activity
- Strong written and verbal communication, analytical, problem solving, critical thinking skills
- Demonstration of curiosity and desire to learn and contribute to the team
- Ability to think and work independently, professional demeanor, and able to handle multiple projects and work with deadlines
- Strong relationship management and business development abilities
13
Corporate Banking Portfolio Manager Resume Examples & Samples
- 8+ years of experience and exhibited competency in financial analysis and credit structuring, understanding and applying credit policy, and credit monitoring and risk administration practices. Bachelors Degree required
- Experience in supporting Oil & Gas Industry is strongly preferred
- Must demonstrate superior practical and conceptual knowledge of credit and risk analysis
- Has deep understanding of industry nuances applicable to the credits contained within assigned portfolio
- Actively participates in group meetings with customers up to the most senior level, RMs, Team Leaders and credit and product partners
- Highly developed communication skills; and ability to influences others by persuasively presenting thoughts and ideas to gain commitment and agreement for proposed ideas and solutions
14
Corporate Banking Portfolio Manager Resume Examples & Samples
- Manages an assigned credit portfolio, consisting of direct and syndicated credit exposures to corporate banking customers with revenues over $500 million. Activities include analysis and underwriting, complex projection scenarios, acquisition analysis, credit request preparation and presentation to senior credit approval levels, portfolio monitoring and tracking for covenant and policy compliance, documentation negotiation with legal counsel, and maintains acceptable credit quality standards
- Responsible for producing credit requests and accompanying analyses which are complete, thorough and adhere to business line and U.S. Bancorp standards, often under very tight time frames typical for corporate banking clients
- Ensures that assigned loan portfolio adheres to U.S. Bancorp policies and procedures and conforms to regulatory requirements
- Monitors and identifies industry trends that create risk for the bank or for the customer. Keeps current on banking laws and regulations as well as economic and financial trends
- 5 Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures. Actively participates in any required corporate and business line training in these areas
- Participates, in conjunction with the Relationship Manager(s) and Product Partners, in an effective calling effort for existing credit customers and prospective customers, often interacting with senior management of corporate customers
- Responsible for keeping current on commercial lending policies, products, and services
- Seven or more years of Corporate or Commercial Banking Experience or related experience
- Well-developed written and verbal communication skills
- Strong accounting and financial analysis skills. MBA, CFA or CPA is a plus
- Working knowledge of bank credit products
15
Business Capital Corporate Banking Portfolio Manager Resume Examples & Samples
- Minimum of 10 years experience in Asset Based Lending
- Minimum of 5-7 years of work out experience in credit relationships of $20MM or greater
- Bachelor's Degree in Business, Finance, or Economics preferred
- Successful completion of formal credit training preferred
- Experience with Commercial modeling and risk measurement preferred
- Excellent PC skills in Excel and Microsoft Word
- Ability to coordinate multiple projects and satisfy strict deadlines
- Excellent verbal and written communication skills required
16
Business Capital Corporate Banking Portfolio Manager Resume Examples & Samples
- At least 5 years of experience and exhibited competency – managing a portfolio of Asset Based loans or commercial lending relationship including financial analysis and credit structuring, understanding and applying credit policy and credit monitoring and risk administration practices
- Asset Based Lending Experience preferred
- Bachelor's Degree in Business, Finance, or Economics required
- Experience with Commercial modeling and risk measurement required
- Excellent PC skills in Excel and Microsoft Word required
17
Mid Mkt Corporate Banking Portfolio Manager Resume Examples & Samples
- Expected to have highly advanced level of credit experience, documentation experience in proposing and negotiating, both internally and externally, credit and covenant structures and documenting loans
- Exhibits competency at independently reaching conclusions and forms clear view of credit structure and business risk to Bank
- In depth knowledge of loan and related legal documents
18
Corporate Banking Portfolio Manager Resume Examples & Samples
- BA degree and/or Masters Degree preferred in Business administration, finance, accounting and/or economics preferred
- 8+ years of experience in corporate banking having worked with companies with revenues from $50MM to $1BN
- Expected to have advanced level of credit experience, documentation experience in proposing and negotiating, both internally and externally, credit and covenant structures and documenting loans
- Must demonstrate strong practical and conceptual knowledge of credit and risk analysis. Comprehensive verbal and written communication skills, able to multi task and function under pressure to meet deadlines, strong organizational skills, customer service, well developed influencing and negotiation skills
19
Corporate Banking Portfolio Manager Resume Examples & Samples
- 6+ years relevant Commercial Banking experience required
- Experience in Foreign Corporate segment preferred
- Competency in financial analysis and credit structuring
- Understanding and applying credit policy, and credit monitoring and risk administration practices
- Expected to have advanced level of credit experience, including legal documentation and negotiating credit structures both internally and externally
- Excellent verbal, communication, interpersonal and organizational skills required
- Ability to multi-task and function under pressure
- Proficient in PC applications, including excel based projection modeling
20
Middle Market Corporate Banking Portfolio Manager Resume Examples & Samples
- Analyze, underwrite and present credit recommendations on commercial loan requests and/or modifications. Analyses will include in-depth review of financial statements, tax returns and relevant credit information
- Preparation of underwriting documents will also include collateral analysis on multiple asset classes; preparation of pricing and risk rating models
- Completion of the credit proposal summary in accordance with Citizens Financial Group policy
- Responsible for system and spreadsheet tracking of loan covenant compliance, financial ticklers, and also spreading all the F/S
- Must keep relationship managers readily informed of issues or developments
- Interaction with Bank clients and prospects
- Tracking of doc exceptions, past dues and PD changes, field exams, Borrowing Base reports and covenant exceptions
- Pull reports from internal system, prepare compliance check lists and assist in remediating compliance exceptions
- Ensure data integrity and verify loan booking packages
- Continuously monitor and coordinate information for Credit Review
- File reports, and resolve all issues in a timely and efficient manner
